Integrate Airtable with DocuSign Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate document signing from Airtable to DocuSign using Pabbly Connect with this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Document Signing

To automate the document signing process using Pabbly Connect, you first need to access the Pabbly Connect dashboard. This can be done by visiting Pabbly Connect and signing up for a free account or logging in if you already have one.

Once logged in, click on ‘Create Workflow’ and name your workflow. For this example, we can name it ‘Airtable to DocuSign’. This sets the stage for integrating Airtable with DocuSign through Pabbly Connect.

2. Trigger Setup in Airtable via Pabbly Connect

In the workflow, the first step is to set up the trigger. In the trigger window, select Airtable as the app. Under the trigger event, choose ‘New Record’. This allows Pabbly Connect to monitor for new entries in your Airtable database.

Next, you will need to connect your Airtable account by providing the API key. To obtain this, go to your Airtable account dashboard, click on your profile, and navigate to the account settings to copy the API key. Back in Pabbly Connect, paste the API key and save the connection.

• Select the base in Airtable where your records are stored.
• Choose the specific table that contains the new records.
• Add a trigger field to track when new records are created.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can successfully pull data from Airtable.

3. Action Setup to Send Documents via DocuSign

Now that you have set up the trigger, the next step is to configure the action in Pabbly Connect. Search for DocuSign in the action window. Select the action event ‘Create Signature Request with Template’. This will enable you to send documents for signature using a predefined template.

Connect your DocuSign account by clicking on ‘Connect with DocuSign’. If you are already logged into your DocuSign account, Pabbly Connect will automatically detect it. Select the appropriate account and choose the template you created in DocuSign that you want to send out.

• Provide a subject line for the email that will be sent to the recipient.
• Map the recipient’s name and email address from the Airtable record to the DocuSign fields.
• Set the role of the recipient as ‘Signer’.

Once all details are filled in, click on ‘Save and Send Test Request’ to check if the document is sent successfully.

4. Testing the Integration Between Airtable and DocuSign

After configuring the action, it is crucial to test the integration to ensure everything works seamlessly. When you click on ‘Save and Send Test Request’, Pabbly Connect will attempt to send the document to the email address specified in the Airtable record.

Check the inbox of the email address you mapped in the previous step. You should see an email from DocuSign with the document ready to be signed. This confirms that the integration is functioning correctly, and documents are being sent as expected.

Additionally, you can monitor the workflow in Pabbly Connect to ensure that it checks for new records every 10 minutes. This automation allows you to streamline your document signing process efficiently.

5. Conclusion: Automate Document Signing with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Airtable with DocuSign for automated document signing. By following the steps outlined, you can ensure that every new record in Airtable triggers a document to be sent for signature via DocuSign.

This automation not only saves time but also enhances the efficiency of your business processes. With Pabbly Connect, you can easily manage document workflows and ensure timely signatures from your clients.

Start automating your document signing today with Pabbly Connect and experience the benefits of seamless integration!