Send Emails From Gmail When New DocuSign Envelopes Are Signed Using Pabbly Connect

Learn how to send emails from Gmail when new DocuSign envelopes are signed using Pabbly Connect. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Gmail and DocuSign Integration

To send emails from Gmail when new DocuSign envelopes are signed, start by accessing Pabbly Connect. This powerful automation tool allows you to create workflows that connect different applications seamlessly. Begin by navigating to the Pabbly website and logging into your account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Once logged in, access the Pabbly Connect dashboard by selecting it from the ‘All Apps’ section. You are now ready to create a workflow.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive like ‘DocuSign to Gmail Integration’. This name will help you identify your workflow later. using Pabbly Connect

Next, you will see a trigger window and an action window. Pabbly Connect operates on a trigger-action model, meaning you will set a trigger event from DocuSign that will prompt an action in Gmail. For this integration, select DocuSign as the application and choose the trigger event as ‘Configure Webhooks’.

• Access your Pabbly Connect dashboard.
• Click the plus sign to create a new workflow.
• Name your workflow appropriately.
• Select DocuSign as the application and configure the webhook.

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your DocuSign account to Pabbly Connect.

3. Configuring DocuSign with Pabbly Connect Webhook

Now that you have the webhook URL from Pabbly Connect, log into your DocuSign account. Navigate to the settings and locate the integrations section. Here, you will add a new configuration.

Click on ‘Add Configuration’ and select ‘Custom’. Enter a name for the configuration, such as ‘Gmail Integration’, and paste the webhook URL you copied from Pabbly Connect. Set the data format to ‘Legacy’ and select the events for ‘Envelope Signed’ and ‘Completed’. This setup ensures that every time an envelope is signed, a trigger will be sent to Pabbly Connect.

• Log into your DocuSign account.
• Navigate to settings and find integrations.
• Add a new configuration with the webhook URL.
• Select events for envelope signed and completed.

After saving the configuration, return to Pabbly Connect and wait for the webhook response from DocuSign. This response will confirm that the integration is working correctly.

4. Sending Emails from Gmail Using Pabbly Connect

With the DocuSign configuration complete, the next step is to set up the action in Pabbly Connect to send an email through Gmail. Click on the plus sign to add a new action step and select Gmail as the application. using Pabbly Connect

Choose the action event as ‘Send Email’ and connect your Gmail account to Pabbly Connect. You will be prompted to authorize Pabbly Connect to access your Gmail account. Once authorized, you can customize the email settings, including recipient email, subject, and body content. Use the information captured from DocuSign to personalize the email.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Authorize Pabbly Connect to access your Gmail account. Customize the email content using captured data.

Once you have filled in the necessary fields, click on ‘Save and Send Test Request’ to ensure that the email is sent correctly. After testing, you should receive an email confirming the document’s signing.

5. Conclusion: Automating Email Notifications with Pabbly Connect

In conclusion, using Pabbly Connect to send emails from Gmail when new DocuSign envelopes are signed is a straightforward process. By following the steps outlined above, you can set up an automated workflow that notifies you instantly when important documents are signed.

This integration not only saves time but also ensures that you stay informed about your business communications. With Pabbly Connect, you can easily connect various applications and automate your workflows to enhance productivity.

To explore more integrations and automate your business processes, consider using Pabbly Connect for seamless application connectivity.