How to Get E-signatures for Agreements Using Pabbly Connect

Learn how to automate e-signatures for agreements using Pabbly Connect, integrating Jotform and e-signature.io effortlessly for seamless document signing. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for E-signature Automation

To get started with automating e-signatures for agreements, you first need to access Pabbly Connect. This powerful automation tool allows you to seamlessly integrate various applications without any coding knowledge.

Begin by signing up for a free account on the Pabbly Connect landing page. Once registered, log in to your dashboard and click on the ‘Create Workflow’ button to initiate your automation setup.

2. Creating Your E-signature Workflow in Pabbly Connect

In this section, you will create a workflow that triggers upon form submission. This is achieved by selecting Jotform as your trigger application within Pabbly Connect.

• Click on ‘Create Workflow’ and name it ‘E-signatures on Agreements’.
• Select Jotform as the trigger application.
• Choose the trigger event ‘New Response Received’.

After selecting Jotform, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting to your Jotform application and will be used to fetch responses from form submissions.

3. Integrating Jotform with Pabbly Connect

Now, head over to your Jotform dashboard to integrate it with Pabbly Connect. Locate the form you created for gathering agreement information.

• Open the settings of your Jotform and navigate to the Integrations tab.
• Search for the Webhooks option and paste the webhook URL from Pabbly Connect.
• Complete the integration by clicking on the ‘Complete Integration’ button.

Once your Jotform is integrated, Pabbly Connect will start listening for new form submissions, allowing you to automate the e-signature process efficiently.

4. Creating Agreements Using E-signature.io via Pabbly Connect

With your Jotform connected, the next step is to set up the action that creates an agreement using e-signature.io through Pabbly Connect. For this, select e-signature.io as your action application.

You’ll need to create a contract by selecting the action event as ‘Create Contract’. Connect your e-signature.io account by entering the secret token from the e-signature.io API settings.

Choose the contract template you created earlier in e-signature.io. Map the fields from the Jotform submission to the contract template. Ensure all necessary variables, like the buyer’s name and agreement date, are correctly filled.

After mapping the fields, Pabbly Connect will generate a contract automatically whenever a new form submission occurs.

5. Sending the Signature Request Automatically

The final step in your automation process is to send the generated agreement for signing. After creating the contract in e-signature.io, Pabbly Connect will handle sending the document to the email address provided in the Jotform submission.

Once the document is sent, the recipient will receive an email with a link to view and sign the agreement. This process eliminates the need for manual intervention, allowing for a seamless experience.

With Pabbly Connect, you can automate the entire workflow, ensuring that agreements are sent out promptly and efficiently without the need for coding or manual input.

Conclusion

In conclusion, using Pabbly Connect to automate e-signatures for agreements streamlines the process significantly. By integrating Jotform and e-signature.io, you can ensure that your agreements are generated and sent for signing automatically, enhancing efficiency and productivity.