How to Send DocuSign Document for Signature on Jotform Submission Using Pabbly Connect

Learn how to send DocuSign documents for signature automatically upon Jotform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and DocuSign Integration

To start sending DocuSign documents for signature on Jotform submissions, you need to access Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Name it ‘Send DocuSign Document for Signature on Jotform Submission’ and choose a folder for organization, such as ‘Jotform DocuSign Automation’. Click on ‘Create’ to proceed.

2. Configuring the Trigger with Jotform in Pabbly Connect

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the trigger application options and choose the trigger event as ‘New Response’. This event will initiate the workflow every time a new response is submitted via the Jotform.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL is essential for connecting Jotform to Pabbly Connect. Copy this URL and head over to your Jotform account to integrate it.

3. Integrating Jotform with Pabbly Connect

To integrate your Jotform with Pabbly Connect, go to the settings of your Jotform and navigate to the ‘Integrations’ tab. Search for ‘Webhooks’ and select it. Paste the webhook URL you copied from Pabbly Connect into the webhook field. Click on ‘Complete Integration’ to finalize the setup.

Once the integration is successful, you will see a confirmation message. Now, publish your form and make a test submission to ensure everything is working correctly. This submission will trigger the workflow in Pabbly Connect.

4. Setting Up DocuSign as the Action Application in Pabbly Connect

Now that Jotform is connected, you need to set up DocuSign as the action application in Pabbly Connect. Select DocuSign as your action application and choose the action event as ‘Create Signature Request’. This action will send a DocuSign document for signature whenever a new Jotform response is received.

• Select DocuSign as the action application.
• Choose ‘Create Signature Request’ as the action event.

Next, you will need to connect your DocuSign account to Pabbly Connect. Click on ‘Connect with DocuSign’ and authorize the connection. After successful authorization, select the template you created in DocuSign for the product terms and conditions.

5. Mapping Fields for the DocuSign Document

In this final step, you will map the fields required for sending the DocuSign document. Fill in the email subject, message, recipient name, and recipient email using the data from the Jotform submission. This mapping ensures that the document is personalized for each customer.

For example, set the email subject to ‘Product Launch Document for [Customer Name]’, where [Customer Name] is mapped from the Jotform response. After completing the mapping, click on ‘Save and Send Test Request’. If the setup is correct, you will receive a confirmation that the document has been sent for signature.

This integration with Pabbly Connect ensures that every new submission on Jotform automatically triggers a DocuSign document to be sent for signature, streamlining your workflow.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send DocuSign documents for signature upon Jotform submissions. This automation not only saves time but also enhances the efficiency of your document management process.