Get Documents Signed Automatically on Form Submissions Using Pabbly Connect

Learn how to automate document signing with form submissions using Pabbly Connect, Google Drive, and more. Streamline your workflows today! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Automation

To automate document signing on form submissions, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Begin by visiting the Pabbly Connect website and signing in with your account. If you don’t have an account yet, you can easily create one. Once logged in, navigate to the dashboard where you can create your automation workflows.

2. Creating an Automation Workflow in Pabbly Connect

In this section, you will create a new automation workflow using Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the process. You will be prompted to name your workflow, for this example, name it ‘Document Submission Workflow’.

• Select the trigger application, which will be Google Forms in this case.
• Set the trigger event to ‘New Form Response’ to capture submissions.
• Connect your Google account to Pabbly Connect to allow access to your forms.

After you have configured the trigger, proceed to set up the actions that will follow the form submission. This is where the automation truly begins.

3. Setting Up Actions for Document Signing

Once the trigger is set, you will need to add actions using Pabbly Connect. The first action is to create a document that needs to be signed. Choose Google Drive as the application.

• Select the action event as ‘Create File’.
• Map the necessary fields from the form submission to the document template.
• Ensure the document format is set to PDF for easy sharing and signing.

After the document is created, the next action will be to send it to the signers. This process will also be handled through Pabbly Connect.

4. Sending Documents for Signature Automatically

To send the created document for signature, you will integrate a signing service using Pabbly Connect. Choose the appropriate signing service from the list of integrated applications.

Set the action event to ‘Send Document for Signature’. Map the document created in the previous step to the signing action. Add the email addresses of signers collected from the form submission.

Once configured, this action will ensure that every time a form is submitted, the document is automatically sent out for signing without any manual intervention.

5. Finalizing the Automation and Testing

After setting up all necessary actions, it’s time to finalize your automation in Pabbly Connect. Review all settings and ensure that all mappings are correct. Once confirmed, click on the ‘Save’ button to activate your automation workflow.

To test the automation, submit a test form and check if the document is created and sent for signature as expected. Monitor the responses in your Pabbly Connect dashboard to ensure everything is functioning correctly.

Conclusion

Using Pabbly Connect, you can automate the process of getting documents signed automatically on form submissions. This not only saves time but also enhances productivity by streamlining workflows. Start automating today to experience the benefits firsthand!