How to Create Google Drive Folder for DocuSign Document Completed Using Pabbly Connect

Learn how to automate Google Drive folder creation for completed DocuSign documents using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Drive and DocuSign Integration

To create a Google Drive folder for completed DocuSign documents, you will first need to access Pabbly Connect. This integration platform allows you to automate tasks without any coding skills.

Open your web browser and go to the Pabbly Connect website. Here, you can sign in or create a new account if you don’t have one yet. Once logged in, navigate to the Pabbly Connect dashboard to begin setting up your workflow.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to connect DocuSign and Google Drive. Click on the ‘Create Workflow’ button to start.

• Name your workflow as ‘Create Google Drive Folder for DocuSign Document Completion’.
• Select the folder where you want to save this workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see the trigger and action boxes. The trigger will be DocuSign, and the action will be Google Drive, which you will configure in the next steps.

3. Setting Up DocuSign as the Trigger in Pabbly Connect

The next step involves setting up DocuSign as the trigger application in Pabbly Connect. Select DocuSign from the trigger application options.

Now, choose the trigger event as ‘Configure Webhooks’. You will need to copy the provided webhook URL from Pabbly Connect and paste it into your DocuSign account settings under the integration section.

• Go to DocuSign settings and find the integration section.
• Click on ‘Add Configuration’ and select ‘Custom’.
• Paste the webhook URL and set the status to active.

Once you’ve set up the webhook, you will need to create a new document in DocuSign to test the connection. This will allow you to receive a response in Pabbly Connect.

4. Configuring Google Drive as the Action Application

Now that DocuSign is set up as the trigger, it’s time to configure Google Drive as the action application in Pabbly Connect. Select Google Drive from the action application options.

Choose the action event as ‘Create File or Folder’. You will then connect Google Drive with Pabbly Connect by signing in and granting necessary permissions.

Select the file type as ‘Folder’. Map the folder name using the signer’s name received from the DocuSign trigger response. Click on ‘Save and Send Test Request’ to create the folder.

After successfully creating the folder, you can check your Google Drive to confirm that the new folder has been created with the correct name.

5. Copying Files into the New Google Drive Folder

Finally, to complete the integration, you will set up another action in Pabbly Connect to copy specific files into the newly created Google Drive folder.

Select Google Drive again as the action application and choose the action event ‘Copy File’. Use the file ID of the document you wish to copy and map it to the folder location you just created.

Make the file path dynamic by mapping the file ID. Select the destination folder using the folder ID from the previous step. Click ‘Save and Send Test Request’ to finalize the file copy.

Once completed, check the new folder in Google Drive to ensure that the specified file has been copied successfully.

Conclusion

This tutorial demonstrated how to automate the creation of Google Drive folders for completed DocuSign documents using Pabbly Connect. By following these steps, you can streamline your document management process effectively.