How to Get SMS Notification When Document is Signed in HelloSign Using Pabbly Connect

Learn how to automate SMS notifications when a document is signed in HelloSign using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Notifications

To get SMS notifications when a document is signed in HelloSign, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which allows you to automate workflows effortlessly. Once you have created your account, log in and navigate to the dashboard.

From the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘HelloSign to Twilio Integration’. This workflow will manage the automation process of sending SMS notifications when a document is signed. Click on ‘Create’ to proceed.

2. Configuring the Trigger in Pabbly Connect

In the newly created workflow, you will see two windows: the trigger window and the action window. The first step is to set up the trigger in Pabbly Connect. Search for ‘HelloSign’ in the trigger app section and select it. For the trigger event, choose ‘Webhook Configuration’ from the dropdown menu.

• Select HelloSign as the trigger application.
• Choose ‘Webhook Configuration’ as the trigger event.
• Connect your HelloSign account using your API key.

After connecting, you will receive a notification indicating that the HelloSign account is successfully linked to Pabbly Connect. This connection allows Pabbly Connect to receive data whenever a document is signed in HelloSign.

3. Filtering Events for SMS Notifications

Once the trigger is set up, the next step in Pabbly Connect is to filter the events to ensure that SMS notifications are only sent for signed documents. After saving the trigger, click on the ‘Save and Send Test Request’ button. This action will wait for a response from HelloSign.

To test the trigger, sign a document in your HelloSign account. Once the document is signed, return to Pabbly Connect. You should see the response data, including details about the signed document. Use this data to set a filter condition that checks if the event type is ‘signature request signed’. This ensures that SMS notifications are only sent for signed documents.

4. Setting Up Twilio for SMS Notifications

Now that the trigger is configured and filtered, it’s time to set up Twilio in Pabbly Connect. Click on the ‘Add Action Step’ button and search for Twilio. Select ‘Send SMS Message’ as the action event. You will need to connect your Twilio account by providing the Account SID and Authorization Token.

• Connect your Twilio account using the Account SID and Authorization Token.
• Set the SMS body to include the name of the user who signed the document.
• Specify the sender and recipient numbers for the SMS.

After entering the required information, click on ‘Save and Send Test Request’ to send a test SMS. If successful, you will receive a confirmation that the SMS has been sent, completing the integration process.

5. Conclusion: Automating SMS Notifications with Pabbly Connect

In this tutorial, we explored how to automate SMS notifications when a document is signed in HelloSign using Pabbly Connect. By setting up a workflow that connects HelloSign and Twilio, you can receive timely notifications about signed documents, enhancing your workflow efficiency.

With Pabbly Connect, you can easily manage and automate various tasks across multiple applications, ensuring that you never miss an important update. This integration not only saves time but also keeps you informed about your document statuses in real-time.

In conclusion, using Pabbly Connect for integrating HelloSign and Twilio allows for seamless SMS notifications, ensuring you stay updated on document signatures efficiently.