How to Send DocuSign Document on Google Forms Submission Using Pabbly Connect

Learn how to automate sending DocuSign documents upon Google Forms submission using Pabbly Connect. Step-by-step guide with detailed instructions. 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. Accessing Pabbly Connect for Automation

To automate sending a DocuSign document on Google Forms submission, first, access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL in your browser. Once there, you can either sign in if you’re an existing user or click on ‘Sign up for free’ to create a new account.

After signing up, you will receive 100 free tasks every month. Once logged in, you can navigate to the dashboard where all your workflows are displayed. Click on the ‘Create Workflow’ option to begin setting up your automation.

2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects Google Forms and DocuSign. After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow. Name it ‘Send DocuSign Document on Google Form Submission’ and select a folder to save it.

• Provide a clear name for your workflow.
• Choose the appropriate folder for organization.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. Select Google Forms as the trigger app and set the trigger event to ‘New Response Received’. This will initiate the automation whenever a response is submitted through your Google Form.

3. Linking Google Forms to Pabbly Connect

Next, you need to link your Google Form to Pabbly Connect. Go to your Google Form and navigate to the Responses section. Click on ‘Link to Sheets’ and create a new spreadsheet to store the responses. This allows Pabbly Connect to capture the data from the form submissions.

Ensure that the spreadsheet is linked correctly. Once a form is submitted, the data will populate in this spreadsheet. You will need to set up a webhook URL in Pabbly Connect to facilitate data transfer. Copy the webhook URL provided by Pabbly Connect and paste it into the Google Sheets add-on for Pabbly Connect Webhooks.

4. Setting Up the Action to Send DocuSign Document

After the Google Form is linked, the next step is to set up the action in Pabbly Connect. Select DocuSign as the action application and the action event as ‘Create Signature Request’. This allows you to send the lease agreement document for signature to the client.

• Map the client’s name and email address from the Google Form response.
• Set the email subject and message for the DocuSign request.

Once you have filled in the required fields, click on ‘Save and Send Test Request’. This will send a test email to ensure that the integration works correctly. If successful, the document will be sent to the client’s email for their signature.

5. Testing the Integration and Final Steps

Now that the workflow is set up, it’s time to test the integration. Submit a new response through your Google Form. Once submitted, check the linked Google Sheets to confirm that the data appears correctly. Then, verify that the DocuSign document is sent to the provided email address.

In this step, you can also implement a filter condition in Pabbly Connect to ensure that the document is only sent if the client agrees to receive it. This is done by checking the response to the question about receiving the document via email.

By following these steps, you can easily automate the process of sending DocuSign documents upon Google Forms submission using Pabbly Connect. This integration saves time and ensures that clients receive their lease agreements promptly.

Conclusion

In conclusion, using Pabbly Connect to send DocuSign documents on Google Forms submission is a straightforward process. By following the steps outlined, you can automate your workflow efficiently, ensuring timely document delivery to clients.