How to Upload Signed Documents to Google Drive Using Pabbly Connect

Learn how to seamlessly upload signed documents to Google Drive using Pabbly Connect with eSignatures.io integration. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To upload signed documents to Google Drive using Pabbly Connect, start by accessing the Pabbly Connect website. Create a free account by clicking on the ‘Sign Up’ button. This will allow you to test the automation process for free.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can begin setting up your automation workflow. Enter a name for your workflow, such as ‘Upload Signed Documents from eSignatures.io to Google Drive,’ and click on ‘Create’ to proceed.

2. Set Up the Trigger for eSignatures.io

In your newly created workflow, you will see two sections: Trigger and Action. For the trigger application, search for and select eSignatures.io. This application will send data to Pabbly Connect whenever a document is signed.

• Select the trigger event as ‘Signer Contract Activities’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to eSignatures.io and paste the webhook URL in the API settings under ‘Webhook Endpoint’.

After saving the URL in eSignatures.io, return to Pabbly Connect and perform a test submission by signing a document. This step is crucial as it allows Pabbly Connect to capture the data from the signed document.

3. Fetch Contract Details from eSignatures.io

Once the trigger is set up and the test submission is successful, the next step is to fetch the contract details. In the Action section, search for eSignatures.io again and select the action event ‘Get Contract Details’. This will allow Pabbly Connect to retrieve the signed document’s details.

Connect to the existing connection you made earlier. You will need to enter the Contract ID, which can be obtained from the previous webhook response. This ID is essential for fetching the specific details of the signed document.

• Map the Contract ID from the dropdown menu in Pabbly Connect.
• Click ‘Save and Send Test Request’ to receive the contract details.
• Check the response for the PDF URL of the signed document.

After retrieving the PDF URL, you can verify the document by pasting the URL in a new tab to ensure it is the correct signed document.

4. Apply Filter Condition in Pabbly Connect

To ensure that only signed documents are uploaded to Google Drive, you will need to set a filter condition in Pabbly Connect. This step is crucial to avoid uploading unsigned documents.

In the workflow, add a Filter step and set the condition to check if the status of the document is equal to ‘Signed’. This condition will allow Pabbly Connect to proceed with the automation only when a document has been signed.

Select the status field from the previous response. Set the condition as ‘Status equals Signed’. Click ‘Save’ to confirm the filter condition.

Once the filter is applied, Pabbly Connect will check the condition before proceeding to upload the document to Google Drive.

5. Upload Signed Documents to Google Drive

Now that the filter is set, the final step is to upload the signed document to Google Drive. Search for and select Google Drive as the action application in Pabbly Connect.

Select the action event as ‘Upload a File’ and connect to your Google Drive account. Enter the Pabbly File URL received from the previous step, and specify the folder ID where you want to save the document.

Map the PDF URL from the previous step. Provide the folder ID from your Google Drive URL. Set a unique file name by mapping the document name and email ID of the signer.

After setting up these details, click ‘Save and Send Test Request’. Once successful, the signed document will automatically be uploaded to your specified Google Drive folder.

Conclusion

By following these steps, you can easily automate the process of uploading signed documents to Google Drive using Pabbly Connect. This integration streamlines your workflow and saves you time by eliminating manual uploads. Start using Pabbly Connect today to enhance your document management process!