How to Initiate Signature Requests Using BunnyDoc with Pabbly Connect

Learn how to initiate signature requests using BunnyDoc through Pabbly Connect in this detailed tutorial. Automate your workflow effortlessly! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To initiate signature requests using BunnyDoc, the first step is accessing Pabbly Connect. Begin by going to the Pabbly Connect homepage where you can sign in or sign up for a new account. As a new user, you will receive 100 free tasks every month to explore the platform.

Once logged in, navigate to the ‘All Apps’ section to find Pabbly Connect. Click on the ‘Access Now’ button to enter the dashboard where you can create workflows that automate tasks between applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Initiate Signature Request Using BunnyDoc.’ Ensure to select the appropriate folder for organization.

• Click on ‘Create’ to open the trigger and action setup windows.
• Select ‘Airtable’ as the trigger application.
• Choose ‘New Record’ as the trigger event.

By setting up this workflow, you are preparing Pabbly Connect to listen for new records in Airtable that will automatically initiate signature requests via BunnyDoc.

3. Setting Up the Trigger with Airtable

To set up the trigger in Pabbly Connect, select Airtable and then click on ‘Connect’ to establish a connection. Choose to add a new connection and provide the necessary permissions for Pabbly Connect to access your Airtable data.

After connecting, select your base (e.g., ‘Customers Data’) and the relevant table (e.g., ‘Table 1’). Click on ‘Save and Send Test Request’ to ensure the connection is working and to retrieve the latest record data.

• Make sure to create a field named ‘Created’ in Airtable with the type set to ‘Created Time’.
• This setup allows Pabbly Connect to capture the trigger response accurately.

Once the test request is successful, you will see the recent record details, which will be used to send the signature request automatically.

4. Connecting BunnyDoc for Signature Requests

Next, you need to set up the action in Pabbly Connect to send signature requests via BunnyDoc. Select BunnyDoc as the action application and choose ‘Send Signature Request’ as the action event. Click on ‘Connect’ to establish the connection.

Provide your BunnyDoc API key to allow Pabbly Connect to send requests. You can find this key in your BunnyDoc account under the API section. After entering the API key, click on ‘Save’ to confirm the connection.

Select the template ID for the document you want to send for signature. Map the recipient’s name and email from the Airtable data to personalize the request.

This step ensures that each signature request is tailored to the specific client, enhancing the automation process through Pabbly Connect.

5. Testing the Workflow and Confirmation

Finally, after configuring both the trigger and action, it’s time to test the workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to initiate a signature request. If successful, you will receive confirmation that the envelope has been created.

Check your BunnyDoc account to verify that the document is out for signature. Additionally, ensure the client receives the email notification with the request. This confirms that the integration works seamlessly, allowing you to automate the signature process efficiently with Pabbly Connect.

Conclusion

In this tutorial, we explored how to initiate signature requests using BunnyDoc through Pabbly Connect. By integrating Airtable and BunnyDoc, you can automate your workflows effectively, ensuring signature requests are sent promptly whenever new records are added.