Automatically Prefill Form Data from Jotform and Get It Signed Using Pabbly Connect

Learn how to automatically prefill form data from Jotform and send it for signature using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform Integration

To start automating the process of pre-filling form data from Jotform, you first need to access Pabbly Connect. Go to the Pabbly website and log in to your account. If you are new, you can sign up for a free account.

Once logged in, you will find the ‘Create Workflow’ button on the top right. Click on it and name your workflow, for instance, ‘Jotform to DocuSign’. This sets the stage for integrating Jotform and DocuSign through Pabbly Connect.

2. Setting Up Jotform as the Trigger in Pabbly Connect

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Choose Jotform from the list of applications and select ‘New Response’ as the trigger event. This ensures that every new response on your Jotform will initiate the workflow.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate this URL into your Jotform settings.

After copying the webhook URL, navigate to Jotform, go to the ‘Settings’ tab, and then select ‘Integrations’. Search for webhooks, paste the URL, and complete the integration. Now, Pabbly Connect is ready to receive data from Jotform.

3. Filling Out the Jotform for Testing

Next, you need to test the integration by submitting a sample form. This is crucial for ensuring that Pabbly Connect captures the data correctly. Fill out the Jotform with dummy data, such as student name, class, and parent details, and submit it.

Once submitted, check back in Pabbly Connect. You should see a successful webhook response indicating that the data has been received. This confirms that Jotform and Pabbly Connect are now integrated and functioning properly.

4. Setting Up DocuSign as the Action in Pabbly Connect

Now that Jotform is set up as a trigger, it’s time to configure DocuSign as the action application in Pabbly Connect. Choose DocuSign and select ‘Create Signature Request’ as the action event. This will enable you to send a pre-filled document to parents for signature.

• Select DocuSign as the action application.
• Choose ‘Create Signature Request’ as the action event.
• Connect your DocuSign account to Pabbly Connect.
• Select the template you created for the consent letter.

Once connected, you will need to map the fields from the Jotform response to the corresponding fields in the DocuSign template. For example, map the student’s name and class, then proceed to send the request. This step is where Pabbly Connect truly shines by automating the filling process.

5. Sending the Document for Signature via DocuSign

Finally, after mapping the necessary fields, save your settings and send a test request. Check the parent’s email for the consent letter. You should see that the document has been pre-filled with the student’s name and class, ready for signature.

This entire process illustrates how Pabbly Connect seamlessly integrates Jotform and DocuSign, allowing you to automate the signature request process efficiently. With this setup, parents can easily review and sign documents without the hassle of filling out repetitive information.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of pre-filling forms and sending them for signatures. This tutorial demonstrates how to integrate Jotform and DocuSign effectively, saving time and enhancing productivity.