Automate Employee Document Creation Using Pabbly Connect with Google Sheets and Flexi Sign

Learn how to automate the creation of employee contracts using Pabbly Connect, Google Sheets, and Flexi Sign. Streamline your HR processes today! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate employee document creation, first, access Pabbly Connect by visiting its website. If you do not have an account, you can sign up for free, which takes only a couple of minutes.

Once you have an account, log in and navigate to the dashboard. Here, you will see various applications available for integration. Click on the ‘Create Workflow’ button to start your automation process.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will set Google Sheets as your trigger application within Pabbly Connect. This means every time a new employee is added, it will trigger the automation.

• Select ‘Google Sheets’ from the app list.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheets. Go to the ‘Extensions’ menu, find the Pabbly Connect add-on, and paste the webhook URL into the appropriate field to establish the connection.

3. Configuring Flexi Sign as an Action in Pabbly Connect

Next, you will configure Flexi Sign as the action application. This integration allows Pabbly Connect to create employee contracts automatically when new data is entered into Google Sheets.

To do this, select ‘Flexi Sign’ as your action application and choose the action event as ‘Create Document’. You will need to connect your Flexi Sign account by entering the API key obtained from your Flexi Sign account settings.

Once connected, select the template ID for the employment contract. Map the necessary fields such as employee name and email, which will be dynamically filled with each new entry from Google Sheets.

4. Testing the Automation Workflow in Pabbly Connect

After setting up both Google Sheets and Flexi Sign, it’s time to test your automation workflow using Pabbly Connect. This step ensures that everything is functioning correctly.

To test, add a new employee’s details in your Google Sheets. Once the data is entered, check if the webhook receives the data correctly. If the test is successful, you should see a new document created in Flexi Sign.

• Verify that the document contains the correct employee details.
• Ensure the document is ready for digital signature.

If everything is set up correctly, your automation will now create a new employee contract each time a new row is added to Google Sheets.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of employee contracts using Google Sheets and Flexi Sign. This integration streamlines your HR processes, saving time and reducing errors.

By following these steps, you can efficiently manage your onboarding process, ensuring that every new hire receives their contract promptly and accurately. Start automating today with Pabbly Connect!