How to Send BunnyDoc Document for Signature on Typeform Submission Using Pabbly Connect

Learn how to integrate Typeform with BunnyDoc for signature requests using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 Integration

To start the process of sending a BunnyDoc document for signature on Typeform submission, you’ll first need to access Pabbly Connect. This platform is essential for creating the integration between Typeform and BunnyDoc.

As an existing user, sign in to your Pabbly Connect account. If you’re new, you can sign up for a free account, which allows you to execute 100 tasks monthly without charge. Once logged in, navigate to the dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow.

• Name your workflow ‘Send BunnyDoc Document for Signature on Typeform Submission’.
• Choose a folder for organization, such as ‘Typeform to BunnyDoc Automation’.

After naming and organizing your workflow, click on ‘Create’. This action leads you to a page where you can set up triggers and actions, the core of the automation process.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow using Pabbly Connect. For this integration, Typeform will be your trigger application, and BunnyDoc will be your action application.

• Select Typeform as your trigger application and choose ‘New Entry’ as the trigger event.
• Then, select BunnyDoc as your action application and choose ‘Send Signature Request’ as the action event.

This configuration allows Pabbly Connect to capture new form submissions from Typeform and automatically send a signature request through BunnyDoc.

4. Connecting Typeform and BunnyDoc to Pabbly Connect

To ensure proper functionality, you must connect Typeform and BunnyDoc to Pabbly Connect. Start with Typeform by clicking on the connect button next to it in your trigger section.

Authorize the connection by clicking ‘Connect with Typeform’ and accept the secure access prompt. After successful authorization, select the specific form you want to use, such as the ‘Contact Form’. Click ‘Save and Send Test Request’ to verify the connection.

5. Sending BunnyDoc Document for Signature

Now that your Typeform is connected, it’s time to set up BunnyDoc for sending the document. Click on the connect button next to BunnyDoc in your action section to establish a connection. using Pabbly Connect

For BunnyDoc, you will need to enter the API key from your BunnyDoc account. Once connected, select the document template you want to send, such as the ‘Product Launch Letter’. Map the fields using data received from Typeform to personalize the document, ensuring the recipient’s name and email are dynamically filled in.

Click ‘Save and Send Test Request’ to finalize the setup. This action will trigger an email to the user with the signature request. The document will be sent successfully, confirming that the integration process is complete.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending BunnyDoc documents for signature upon receiving Typeform submissions. By following these steps, you can streamline your document signing process efficiently.