Automate Document Signing with DocuSign and Typeform Using Pabbly Connect

Learn how to automate document signing via DocuSign from new Typeform responses using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Automation

To automate document signing using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website and signing up for a free account. This process is quick and allows you to create your workflow.

Once you log in, you will land on the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Typeform to DocuSign’, and click on ‘Create’ to proceed.

2. Setting Up the Trigger with Typeform

In this step, you will set Typeform as the trigger application in Pabbly Connect. This means that whenever a new form response is received, it will trigger the automation process. In the trigger window, search for Typeform and select it.

• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Select the specific form from which you want to capture responses.

After selecting your form, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a new response to be submitted in Typeform, allowing you to see the data captured in the dashboard.

3. Sending Data to DocuSign for Signature

Once you have received the response from Typeform, the next step is to send this data to DocuSign using Pabbly Connect. Scroll to the action window and search for DocuSign. Select it as your action application.

• Choose ‘Create Signature Request with Template’ as the action event.
• Connect your DocuSign account by clicking on ‘Connect’ and confirming the connection.
• Select the document template you wish to send for signature.

After mapping the required fields such as email subject, message, recipient name, and recipient email, click on ‘Save and Send Test Request’. This action will send the document to the email address provided in the Typeform submission.

4. Verifying Email Delivery in Gmail

After setting up the automation, it’s essential to verify that the email with the document has been successfully sent. Check the Gmail inbox of the email address used in the Typeform response. You should find an email with the subject line you specified.

The email will contain a personalized message including the recipient’s name and a link to the document for signing. This confirmation ensures that the integration through Pabbly Connect is functioning correctly and that the document is delivered as intended.

5. Conclusion: Automate Your Document Signing Process

By following this guide, you can efficiently automate the process of sending documents for signature using DocuSign whenever a new response is received in Typeform, all facilitated through Pabbly Connect. This integration saves time and reduces manual effort in document management.

Utilizing Pabbly Connect for this automation allows seamless connectivity between various applications, enhancing your workflow efficiency. Start automating your processes today!