Integrate eSignatures.io with Microsoft Excel Using Pabbly Connect

Learn how to automatically record signed documents in Microsoft Excel using Pabbly Connect and eSignatures.io. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for eSignatures.io and Excel Integration

To begin recording signed documents in Microsoft Excel, you need to set up Pabbly Connect. First, visit the Pabbly website and create your free account. Once you sign in, you will be directed to the Pabbly Connect dashboard, where you can start creating your automation workflow.

Next, give your workflow a name, such as ‘Auto add signed documents of e-signature.io to MS Excel’. Click on the ‘Create’ button to proceed. You will see two sections: Trigger and Action. In this case, Pabbly Connect will trigger when a document is signed in eSignatures.io, and the action will be to add the details to Microsoft Excel.

2. Connecting eSignatures.io to Pabbly Connect

In this step, you will connect eSignatures.io with Pabbly Connect. Select eSignatures.io as the trigger application and choose ‘Contract Activities’ as the trigger event. Pabbly Connect will provide a webhook URL that you will need to copy.

• Go to your eSignatures.io account.
• Navigate to the API section and select Webhook.
• Paste the copied webhook URL and save the changes.

This setup allows Pabbly Connect to capture all activities from eSignatures.io. To test the connection, sign a document in eSignatures.io. Once signed, the details will be sent to Pabbly Connect automatically.

3. Fetching Document Details with Pabbly Connect

After signing the document, the next step is to fetch the contract details using Pabbly Connect. In your Pabbly Connect dashboard, select eSignatures.io again, but this time choose ‘Get Contract Detail’ as the action event. This will allow you to retrieve the signed document’s details.

When prompted for the contract ID, you can easily map the ID from the previous step’s response. Click on the field to insert data from the previous step, and select the contract ID. Once done, click on ‘Save and Send Test Request’. This action will retrieve the document URL and other relevant details.

4. Adding Signed Document Details to Microsoft Excel

Now that you have the signed document details, it’s time to add them to Microsoft Excel using Pabbly Connect. Select Microsoft Excel as your action application and choose the ‘Add Row to a Worksheet’ action event. You will need to connect your Microsoft Excel account to Pabbly Connect.

• Authorize Pabbly Connect to access your Excel account.
• Select the workbook and worksheet where you want to store the details.
• Map the fields such as document name, signer email, and document URL.

Once all fields are mapped, click on ‘Save and Send Test Request’. This will save the signed document details into your specified Excel worksheet. You can verify by refreshing your Excel sheet to see the newly added row.

5. Finalizing Your Automation in Pabbly Connect

To ensure that only signed documents are recorded, you can set up a filter in Pabbly Connect. This filter will check if the status of the document is ‘Signer Signed’ before proceeding to add the details to Excel. This step is crucial to avoid cluttering your worksheet with unsigned documents.

After setting up the filter, finalize your workflow by saving all changes in Pabbly Connect. Whenever a document is signed in eSignatures.io, the details will automatically be recorded in Microsoft Excel without any manual intervention. This automation streamlines the process and ensures accurate record-keeping.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between eSignatures.io and Microsoft Excel. By following these steps, you can efficiently record signed documents in Excel, enhancing your workflow and productivity.