Automate Google Forms Submissions to DocuSign with Pabbly Connect

Learn how to automate the process of sending documents from DocuSign upon receiving new Google Forms submissions using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate sending documents from DocuSign upon receiving new Google Forms submissions, start by accessing Pabbly Connect. Visit the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’ in your browser. If you don’t have an account, click on ‘Sign Up Free’ to create one, or log in if you already have an account.

Once logged in, click on ‘Create Workflow’ and name your workflow, for example, ‘Google Forms to DocuSign’. This sets up the automation process that will allow Pabbly Connect to manage the integration between Google Forms and DocuSign.

2. Setting Up Google Forms Trigger in Pabbly Connect

After naming your workflow, the next step is to set the trigger in Pabbly Connect. In the trigger window, select ‘Google Forms’ as the app and choose the event ‘New Response Received’. This action will notify Pabbly Connect whenever a new submission is made in your Google Form.

• Select Google Forms as the application.
• Choose ‘New Response Received’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Form, navigate to the ‘Responses’ tab, and click on the spreadsheet icon to create a new Google Sheet for the responses. This spreadsheet will store the form submission data, which Pabbly Connect will use to send documents via DocuSign.

3. Linking Google Sheets to Pabbly Connect

To connect your Google Sheets with Pabbly Connect, install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace. Once installed, refresh your Google Sheet and go to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, you will need to paste the webhook URL you copied earlier.

• Select the sheet that contains the form responses.
• Paste the webhook URL in the designated field.
• Set the trigger column to the last data entry column in your sheet.

After completing these steps, click on ‘Submit’ and then select ‘Send on Event’ from the same Pabbly Connect Webhooks menu. This will allow Pabbly Connect to send data to the webhook every time a new row is added, effectively linking Google Forms submissions to DocuSign automation.

4. Sending Documents from DocuSign Using Pabbly Connect

With the Google Forms and Google Sheets integration set up, the next step is to configure DocuSign within Pabbly Connect. In the action window, select ‘DocuSign’ as the app and choose ‘Create Signature Request with Template’ as the action event. This action will send a document to the user who submitted the form.

Click on ‘Connect’, then select ‘Add New Connection’. Log in to your DocuSign account, allowing Pabbly Connect to access your documents. Once connected, select your document template from the dropdown menu, fill in the email subject and recipient details, and map the user’s name and email from the Google Forms submission data.

5. Testing the Integration and Final Steps

To ensure everything is working correctly, submit a test entry in your Google Form. This will trigger the entire workflow set up in Pabbly Connect. Check the responses in Pabbly Connect to confirm that it received the correct data from the form submission.

Finally, verify that the document was sent to the recipient’s email address as intended. If successful, you will see the document in their inbox, ready for signature. This entire process showcases how Pabbly Connect automates sending documents from DocuSign based on Google Forms submissions, streamlining your workflow efficiently.

Conclusion

In this tutorial, we explored how to automate sending documents from DocuSign upon receiving new submissions from Google Forms using Pabbly Connect. This integration simplifies the process, saving time and effort while ensuring documents are sent promptly for signatures.