Auto Generate and Send Contracts for E-Signature

Learn how to automate the generation and sending of contracts for e-signature using Pabbly Connect, integrating various applications seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Contract Automation

To automate contract generation and e-signature processes, first, access Pabbly Connect by visiting the official website. Click on the ‘Sign Up Free’ button if you are a new user or select ‘Sign In’ if you already have an account. This platform allows you to integrate multiple applications seamlessly.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to initiate the process. This is where you will set up the automation that sends contract documents directly to your customers’ Gmail accounts.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Elevate Mind Automatic Contract System’ using Pabbly Connect. After clicking on the ‘Create Workflow’ button, select your preferred workflow builder. Name your workflow and choose a folder for organization.

• Select your trigger application, which will activate the workflow.
• Choose JotForm for the form creation process.
• Set the event to ‘New Response’ to trigger when a form is submitted.

After setting up the trigger, copy the provided webhook URL. This URL is essential for integrating your JotForm with Pabbly Connect. Ensure to follow the integration steps carefully to capture responses.

3. Integrating JotForm with Pabbly Connect

Now that you have the webhook URL from Pabbly Connect, navigate to your JotForm account. Open the form you created and go to the ‘Settings’ tab. Here, select ‘Integrations’ and search for ‘Webhooks’ to add the copied URL.

• Paste the webhook URL into the designated field.
• Complete the integration process by clicking on ‘Complete Integration’.

Once your JotForm is integrated with Pabbly Connect, return to the dashboard. You can now submit a test response to ensure that the webhook is capturing data correctly.

4. Creating a Contract in Notion via Pabbly Connect

With the JotForm integration complete, it’s time to set up the action application to create a contract in Notion using Pabbly Connect. Click on the plus button to add Notion as your action application. Select ‘Create Page’ as the event.

Connect your Notion account by selecting ‘Add New Connection’ and allowing access. Choose the page where you want to create the contract and map the fields from your JotForm response to the contract details in Notion. This will ensure that the contract contains the correct information for each client.

5. Sending Contracts via Gmail Using Pabbly Connect

Finally, you will send the created contract to your customers via Gmail using Pabbly Connect. Add Gmail as the next action application and select ‘Send Email’. Connect your Gmail account and configure the sender’s name and email address.

Enter the recipient’s email address mapped from the JotForm response. Set the subject and body of the email, including the contract link.

After configuring the email settings, click on ‘Save and Send Test Request’ to send the email. Check your Gmail to verify that the email with the contract link has been successfully sent.

Conclusion

By using Pabbly Connect, you can automate the process of generating and sending contracts for e-signature efficiently. This integration allows seamless communication between JotForm, Notion, and Gmail, ensuring a smooth workflow for your business.