How to Add HelloSign Signed Document Details to Google Sheets Using Pabbly Connect

Learn how to automate adding HelloSign signed document details to Google Sheets using Pabbly Connect. Step-by-step guide included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding HelloSign signed document details into Google Sheets, you’ll need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Begin by signing up for a free account on Pabbly Connect. Once registered, navigate to the dashboard where you can create a new workflow. This workflow will automate the process of sending signed document details from HelloSign to Google Sheets.

2. Creating Your Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on ‘Create Workflow’ and name it something descriptive, like ‘HelloSign to Google Sheets’. This will help you identify the purpose of the workflow easily.

Next, you will be presented with two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation. Choose HelloSign as the app and select the trigger event. Here are the steps to follow:

• Search for HelloSign in the trigger app.
• Select ‘Web Configuration’ as the trigger event.
• Connect your HelloSign account by entering your API key and password.

After completing these steps, you will have successfully set up the trigger in Pabbly Connect.

3. Filtering Events for Signed Documents

Once the trigger is set up, the next step is to filter the events to ensure only signed documents are processed. In Pabbly Connect, you can add a filter for this purpose. First, scroll down to the action window and select the filter option.

In the filter settings, specify the condition to check for the event type. You want to filter for the event type that indicates a signed document. Here’s how to set it up:

• Select the event type from the dropdown list.
• Set the condition to match ‘signature_request_signed’.
• Test the filter to ensure it works correctly.

By implementing this filter, Pabbly Connect will only proceed with the signed document events, making your workflow efficient.

4. Formatting Date and Time in Pabbly Connect

After filtering the events, the next step is to format the date and time of the signed documents. This is essential for readability in Google Sheets. In Pabbly Connect, you can use the Date Time Formatter to achieve this.

Here’s how to format the date and time:

Add a new action step and select Date Time Formatter. Choose ‘Format Date’ as the action event. Map the timestamp from the signed document response.

By following these steps, you can ensure that the timestamp is converted into a readable format before sending it to Google Sheets using Pabbly Connect.

5. Sending Signed Document Details to Google Sheets

The final step is to send the formatted details to Google Sheets. In Pabbly Connect, you will add another action step to accomplish this. Select Google Sheets as the app and configure the action.

Here’s how to set it up:

Choose ‘Add New Row’ as the action event. Connect your Google Sheets account. Map the fields such as signer name, email, document name, and formatted date.

After completing these steps, Pabbly Connect will automatically add a new row to your specified Google Sheet every time a document is signed, streamlining your workflow significantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding HelloSign signed document details to Google Sheets. By following the steps outlined, you can efficiently manage signed documents without manual input. This integration not only saves time but also ensures accuracy in your records.