How to Add Signed Document Details from BunnyDoc to Airtable Using Pabbly Connect

Learn how to integrate BunnyDoc with Airtable using Pabbly Connect. This step-by-step tutorial covers every detail for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first, you need to access your Pabbly Connect account. If you are an existing user, simply sign in. New users can click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month.

Once you are logged in, navigate to the applications page and click on Pabbly Connect. This will direct you to your dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner to get started.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow for adding signed document details from BunnyDoc to Airtable using Pabbly Connect. When prompted, name your workflow, for example, ‘ADD Signed Document Details from BunnyDoc to Airtable’. Select the folder where you want to save this workflow and click ‘Create’.

This action will take you to a new window where you can set up the trigger and action applications. The trigger application will be BunnyDoc, and the action application will be Airtable. Here’s how to set it up:

• Select BunnyDoc as the trigger application.
• Choose the trigger event as ‘Signature Request Signed’.
• Select Airtable as the action application.
• Set the action event to ‘Create New Record’.

With these settings, your workflow is now configured to respond whenever a document is signed in BunnyDoc.

3. Connecting BunnyDoc to Pabbly Connect

To establish a connection between BunnyDoc and Pabbly Connect, click on the ‘Connect’ button next to the BunnyDoc setup. You will need to enter your API key from your BunnyDoc account. To find this key, go to your BunnyDoc settings, navigate to the API section, and create a new API key.

After generating the API key, copy it and paste it into the designated field in Pabbly Connect. Click ‘Save’ to establish the connection. Once connected, you can test this connection by clicking on ‘Save and Send Test Request’. This will wait for a response from BunnyDoc, which will trigger the workflow.

4. Connecting Airtable to Pabbly Connect

Next, you will connect Airtable to Pabbly Connect. Click on the ‘Connect’ button next to the Airtable action. You will be prompted to grant access to your Airtable account. Click on ‘Grant Access’ to allow Pabbly Connect to manage your Airtable records.

Once connected, select the base name as ‘BunnyDoc Details’ and the table name as ‘Signed Details’. This setup allows Pabbly Connect to know where to send the data captured from BunnyDoc. Make sure to map the fields correctly from the BunnyDoc response to the Airtable fields:

• Map the name field from the BunnyDoc response to the Airtable name field.
• Map the email field from the BunnyDoc response to the Airtable email field.
• Map the envelope title from the BunnyDoc response to the Airtable envelope title field.

By mapping these fields, you ensure that every time a document is signed, the data is accurately recorded in Airtable.

5. Testing the Automation

To finalize the integration process, you need to test the automation. After mapping the fields, click on ‘Save and Send Test Request’. This action will send a test record to Airtable. You should see a confirmation that the record has been successfully added.

Check your Airtable account to verify that the signed document details from BunnyDoc have been recorded. You should see the name, email, and envelope title correctly populated in the Airtable table. This confirms that your automation is functioning successfully and that Pabbly Connect has effectively facilitated the integration between BunnyDoc and Airtable.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate BunnyDoc with Airtable. By following the exact steps outlined, you can automate the process of capturing signed document details into Airtable, enhancing your workflow efficiency.