How to Get eSignatures for Bills Automatically Using Pabbly Connect

Learn how to automate eSignatures for bills automatically using Pabbly Connect. Follow our detailed tutorial for seamless integration with Jotform and e-signatures.io. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To get eSignatures for bills automatically, start by accessing Pabbly Connect. This platform allows you to create seamless automation workflows without coding. Sign up for a free account to begin integrating applications like Jotform and e-signatures.io.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the automation process. Give your workflow a meaningful name, such as ‘eSignatures for Bills Automatically,’ and click on the ‘Create’ button to set up your automation.

2. Setting Up the Trigger with Jotform

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Search for Jotform in the trigger application list and select it. The trigger event will be ‘New Response,’ which captures responses submitted through your form.

• Select Jotform as the trigger application.
• Choose the ‘New Response’ trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Jotform dashboard, locate the form you created for collecting billing information, and click on the ‘Settings’ option. Under the settings, navigate to the ‘Integrations’ tab, search for ‘Webhooks,’ and paste the copied webhook URL into the designated field. Click on ‘Complete Integration’ to finalize the setup.

3. Capturing Form Responses in Pabbly Connect

After setting up the webhook in Jotform, it’s time to capture the form responses in Pabbly Connect. Perform a test submission by filling out the form you just integrated. Once the form is submitted, return to your Pabbly Connect workflow to see if the data has been captured.

You should see the response data in the workflow’s response section, including the buyer’s name, email address, and other relevant details. This data will be used to create the bill automatically.

4. Creating a Bill with e-signatures.io

Now that you have captured the form responses, the next step is to create the bill using e-signatures.io through Pabbly Connect. In the action step, search for e-signatures.io and select it as the action application. The action event will be ‘Create a Contract.’

• Connect to e-signatures.io by providing the API secret token.
• Select the contract template you created for billing.
• Map the fields from the Jotform response to the e-signature template.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create the bill automatically. The bill will be sent to the email address provided in the form submission, allowing the buyer to sign it digitally.

5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of getting eSignatures for bills automatically. By integrating Jotform and e-signatures.io, you can streamline your billing process and ensure a hassle-free experience for your clients. Set up your workflow once, and enjoy the convenience of automation in your business operations.