How to Add Signed DigiSigner Documents Details in Google Sheets Using Pabbly Connect

Learn how to integrate DigiSigner with Google Sheets using Pabbly Connect to automate document details capture effortlessly. 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 to Set Up Integration

To begin integrating DigiSigner with Google Sheets, we first need to access Pabbly Connect. This platform will serve as the central hub for our automation process.

Start by visiting the Pabbly Connect website. If you don’t have an account, you can sign up for free, which takes only a few minutes. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this task, name it ‘Add Signed DigiSigner Documents Details in Google Sheets’.

• Click on the folder selection to choose where to save your workflow.
• Select the folder named Google Sheets to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Now you will see two boxes labeled Trigger and Action. The Trigger will be set up first, which is essential for the workflow’s execution.

3. Setting Up the Trigger with DigiSigner

The next step involves configuring the trigger in Pabbly Connect. Select DigiSigner as your trigger application. You will then need to choose a trigger event, which in this case is ‘Signature Request Completed’.

To connect DigiSigner with Pabbly Connect, copy the provided webhook URL. Then, navigate to the DigiSigner settings where you will find the API section. Scroll down to the API callback option and paste the copied webhook URL. Click on Save to update your settings.

4. Capturing Signed Document Details

Once you have set up the trigger, it’s time to capture the signed document details. After a user signs the document, you will receive a response in Pabbly Connect. This response contains crucial information such as the document title, user email, and request message.

To view this response, return to Pabbly Connect where it will be waiting for the webhook response. You can then check the details of the signed document that have been captured automatically.

• The document title will be displayed as part of the response.
• User email addresses will also be included in the response.
• Check the message to ensure it contains the correct request details.

This step is crucial as it ensures you have all the necessary information to proceed to the next stage of the integration.

5. Adding Details to Google Sheets

Now that you have captured the signed document details, the final step is to add these details into Google Sheets using Pabbly Connect. Click on the Action tab and choose Google Sheets as your action application. The action event will be ‘Add New Row’.

You will need to connect your Google Sheets account with Pabbly Connect. Click on ‘Connect’ and sign in to your Google account to give the necessary permissions. Once connected, select the spreadsheet named ‘Signed Document Details’ and the specific sheet where you want to add the information.

Map the document title from the DigiSigner response to the appropriate column. Map the user email to the corresponding email column. Map the request message to the request column in your Google Sheet.

After mapping these fields, click on ‘Save and Send Test Request’. You will receive a positive response indicating that the details have been successfully added to your Google Sheet. You can verify this by checking your Google Sheet to see the new row with the signed document details.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding signed DigiSigner document details into Google Sheets. By following the steps outlined, you can streamline your document management workflow efficiently.