Learn how to automate sending Flexi Sign documents via Google Forms using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Google Forms and Flexi Sign

To start using Pabbly Connect, visit the homepage and log in or sign up for a free account. This step is crucial for automating your processes, as it will allow you to connect Google Forms and Flexi Sign seamlessly.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ option. Name your workflow appropriately, such as ‘Automatically Create and Send Flexi Sign Document on Google Form Submission.’ This naming helps identify the workflow’s purpose later.


2. Trigger Setup with Google Forms in Pabbly Connect

The first action in your workflow will be to set up a trigger using Google Forms. Select Google Forms as your trigger application and choose the ‘New Response Received’ event. This event activates the workflow whenever a form submission occurs.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Google Form to set it up. You need to link this URL with your Google Form to capture responses automatically.

  • Open your Google Form and go to the Responses section.
  • Click on ‘View in Sheets’ to create a linked Google Sheet.
  • In the Google Sheet, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks.

After installing the add-on, set up the initial connection by entering the webhook URL into the specified field. Once the connection is established, Pabbly Connect will start capturing responses from the Google Form.


3. Filtering Responses Before Sending Documents

To ensure that documents are only sent to clients who agree to receive them, you need to add a filter step in Pabbly Connect. This filter will check the responses captured from the Google Form.

In the actions section, select ‘Filter’ as your action application. Set the condition to check if the response to the question ‘Do you agree to receive the document via email for electronic signature?’ is equal to ‘Yes.’ This condition is essential for controlling whether the document will be sent.

  • Select the label from the previous response that corresponds to the agreement question.
  • Set the filter type to ‘Equal to’ and the value to ‘Yes.’
  • Save and test the filter to ensure it’s functioning correctly.

By implementing this filter, Pabbly Connect ensures that only clients who agree to receive documents will trigger the next step in the workflow.


4. Sending Documents for E-Signature Using Flexi Sign

Once the filter confirms that the response is valid, the next step is to set up the action to send the document using Flexi Sign. Select Flexi Sign as your action application and choose the ‘Create Document’ event.

To connect Flexi Sign with Pabbly Connect, you will need to provide an API key from your Flexi Sign account. Log into Flexi Sign, navigate to the Integrations section, and copy your API key.

Paste the API key into the required field in Pabbly Connect. Select the appropriate template ID for the document you want to send. Map the recipient’s email and name using the data captured from the Google Form.

After setting up the document details, test the action to ensure that the document is sent successfully. With this setup, Pabbly Connect automates the document sending process, making it efficient and error-free.


5. Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the process of sending Flexi Sign documents based on Google Form submissions. By following these steps, you can streamline your document management processes and enhance client engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

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Using Pabbly Connect allows you to integrate various applications seamlessly, eliminating the need for manual intervention and ensuring timely responses to client requests.