Automate Electronic Signatures for Contracts on Form Submission in HighLevel with Pabbly Connect

Learn how to automate electronic signatures for contracts using Pabbly Connect and HighLevel. This detailed tutorial guides you through the integration process step by step.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Electronic Signatures

In this tutorial, we will explore how to automate electronic signatures for contracts using Pabbly Connect. This powerful integration tool allows you to connect various applications seamlessly, making the process efficient and effective.

We will specifically focus on integrating HighLevel, a CRM tool, with Signaturely, an e-signature solution. By the end of this tutorial, you will understand how Pabbly Connect facilitates this integration and automates the signing process.

2. Setting Up Pabbly Connect to Capture Form Submissions

To start, you need to access Pabbly Connect by visiting the dashboard. First, create an account at Pabbly.com/connect. Once logged in, click on the ‘Create Workflow’ button to begin.

• Name your workflow (e.g., ‘E-Signature Automation’).
• Select the trigger application, which in this case is HighLevel.
• Choose the trigger event as ‘Form Submitted’.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your HighLevel application to Pabbly Connect and capturing form submissions automatically.

3. Connecting HighLevel to Pabbly Connect

Now, navigate to your HighLevel dashboard and create a new trigger. Click on the ‘Triggers’ option in the bottom left-hand corner and select ‘Add Trigger’. Name the trigger (e.g., ‘E-Signature Trigger’) and set it to activate when a form is submitted.

In the action section, choose ‘Execute Webhook’ and paste the webhook URL provided by Pabbly Connect. Ensure you activate the trigger before saving it. This connection allows Pabbly Connect to receive form submission data from HighLevel.

4. Testing the Connection with a Demo Submission

After setting up the connection, it’s time to test it. You can do this by submitting a test form in HighLevel. Fill in the required fields, such as name and email, and select a service.

• Submit the form to trigger the webhook.
• Check Pabbly Connect for the response received from the form submission.
• Review the captured data to ensure it matches what was submitted.

Once the test submission is successful, Pabbly Connect will display the details received, confirming that the integration is functioning correctly.

5. Sending Contracts for E-Signatures via Signaturely

Next, we will set up the action in Pabbly Connect to send a signing request using Signaturely. Choose Signaturely as the action application and select ‘Create Signing Request with Line Items’ as the action event.

Connect your Signaturely account by providing the API key from your Signaturely settings. After connecting, you will need to fill in the required fields, such as document title, message, and template ID. Mapping data from the previous steps will ensure that each contract is personalized.

Finally, test the action to see if the signing request is sent successfully. When the test is complete, you will receive a confirmation that the contract has been prepared and sent to the client’s email for signing.

Conclusion

By using Pabbly Connect, you can automate electronic signatures for contracts seamlessly. This integration with HighLevel and Signaturely simplifies the process of obtaining e-signatures, saving you time and enhancing productivity. Follow these steps to set up your automation and streamline your contract management today.