How to Create Documents in eSignature.io using Airtable Records with Pabbly Connect

Learn how to automate document creation in eSignature.io using Airtable records through Pabbly Connect. Step-by-step guide with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Automation

To create documents automatically in eSignature.io using Airtable records, the first step is to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, enhancing your workflow efficiency.

To get started, visit the Pabbly Connect website and create a free account. Once signed in, you will be directed to the dashboard where you can begin setting up your automation. Follow these steps:

• Create a free account on Pabbly Connect.
• Log in to access your dashboard.

Now that you are on the dashboard, you can create a new workflow to automate document creation using Airtable records.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that triggers document creation in eSignature.io whenever a new record is added to Airtable. Start by clicking on the ‘Create Workflow’ button.

Next, name your workflow, for example, ‘Generate Documents in eSignature.io using Airtable Records’. You will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. Follow these steps:

• Select Airtable as the trigger application.
• Choose the event ‘New Record’ as the trigger event.

After selecting the trigger, connect your Airtable account to Pabbly Connect by providing the required API token. This will allow Pabbly Connect to access your Airtable records for automation.

3. Setting Up the Airtable Connection

Once your Airtable account is connected to Pabbly Connect, you need to specify the base and table that contain the records you want to use for document generation. Search for the base named ‘Legal Document Creation’ and select it.

Next, ensure you have a field named ‘Created Time’ in your Airtable schema. This field is crucial as it will be used to trigger the automation. If you do not have this field, create one with the type set to ‘Created Time’. After setting this up, refresh your connection in Pabbly Connect to capture the latest records.

Once refreshed, test the connection by clicking on the ‘Save and Send Test Request’ button. This will ensure that Pabbly Connect can successfully retrieve data from Airtable.

4. Creating Documents in eSignature.io

Now that you have set up the Airtable connection, it’s time to create documents in eSignature.io using the data from Airtable. In this step, select eSignature.io as your action application in Pabbly Connect.

Choose the action event ‘Create a Contract’ and connect your eSignature.io account by providing the API secret key. This connection allows Pabbly Connect to create documents automatically based on the records from Airtable. Select the appropriate contract template from your eSignature.io account.

Map the fields from Airtable to the corresponding fields in the eSignature.io template. For example, map the contract name, signer name, and other relevant details. After mapping, click on ‘Save and Send Test Request’ to create the document and send it to the signer.

5. Updating Airtable with Signed Document URL

After the document is signed, you will want to update your Airtable records with the URL of the signed document. To do this, add another action step in your Pabbly Connect workflow.

Select Airtable again and choose the action event ‘Update Record’. Connect using your existing Airtable connection. You will need to specify the base, table, and the record ID of the row you want to update. Use the document URL received from eSignature.io to update the relevant field in Airtable.

Finally, click on ‘Save and Send Test Request’ to ensure that the signed document URL is correctly updated in your Airtable record, completing the automation process.

Conclusion

This tutorial demonstrated how to automate document creation in eSignature.io using Airtable records through Pabbly Connect. By following these steps, you can streamline your document management process and enhance your workflow efficiency.

With Pabbly Connect, integrating multiple applications becomes seamless, allowing you to automate various tasks effortlessly. Start using Pabbly Connect today to optimize your business processes.