Automatically Generate DocuSign Signature Requests with Pabbly Connect and Google Sheets

Learn how to automatically generate DocuSign signature requests based on new rows in Google Sheets using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for generating DocuSign signature requests, first, access the platform. If you are an existing user, sign in to your account. New users can click on the sign-up button for a free account, which provides 100 tasks each month.

Once logged in, you will be directed to the dashboard. Here, you can create new workflows by clicking on the ‘Create Workflow’ button located at the top right corner. This is where the automation process begins.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to automatically generate signature requests based on new rows in Google Sheets. Name your workflow appropriately, such as ‘Automatically Generate New Signature Requests Based on New Rows in Google Sheets.’ This will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This will initiate the workflow whenever a new row is added or updated.

After setting the trigger, you will move on to the action application. In this case, the action application will be DocuSign, which will handle the signature requests. Select the action event as ‘Create Signature Request’ to proceed.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to set up a webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy the webhook URL provided in the trigger window.

Open your Google Sheet, which should contain customer details like name and email. Go to the ‘Extensions’ menu and ensure you have the Pabbly Connect Webhooks extension installed. If not, you can add it from the Google Workspace Marketplace.

• Click on ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the final data column, which should be the column with email addresses.

After submitting the setup, click on ‘Send on Event’ to ensure that new entries in Google Sheets are captured by Pabbly Connect.

4. Sending Signature Requests via DocuSign

Now that you have established the connection, it’s time to generate signature requests using DocuSign through Pabbly Connect. In the action step, click on ‘Connect’ to link your DocuSign account with Pabbly Connect.

Once connected, select the document template you want to use for the signature request. Ensure that the template is already set up in your DocuSign account. Fill in the email subject and message fields, using mapped data from the Google Sheets entry to personalize the email.

Map the recipient’s name and email from the Google Sheets data. Set the status to ‘Sent’ to ensure the document is dispatched to the recipient.

After filling out all necessary fields, click on ‘Save and Send Test Request’ to verify that the signature request is generated correctly in DocuSign.

5. Verifying the Generated Signature Request

After sending the test request, check your DocuSign account to confirm that the signature request has been generated. You should see a new document created for the recipient specified in the Google Sheets entry. using Pabbly Connect

Additionally, check the email associated with the recipient to verify they have received the signature request. The email should contain a link to review and sign the document. This confirms that the integration between Google Sheets, Pabbly Connect, and DocuSign is functioning correctly.

With this setup, every time a new row is added to your Google Sheet, a corresponding signature request will be automatically generated and sent via DocuSign, streamlining your workflow significantly.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of generating DocuSign signature requests based on new rows in Google Sheets. This integration saves time and enhances efficiency in managing document signatures.