How to Send BunnyDoc Document for Signature on Typeform Submission Using Pabbly Connect

Learn how to integrate Typeform and BunnyDoc using Pabbly Connect to automate signature requests on form submissions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Typeform and BunnyDoc Integration

To send a BunnyDoc document for signature on Typeform submission, you need to set up Pabbly Connect. This platform allows you to automate the process between Typeform and BunnyDoc. Start by signing into your Pabbly Connect account or create a new one if you haven’t yet.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something relevant, for example, ‘Send BunnyDoc Document for Signature on Typeform Submission.’ Save this workflow in a dedicated folder for easy access.

2. Configuring Typeform as the Trigger Application in Pabbly Connect

In this section, you will configure Typeform as the trigger application in Pabbly Connect. The trigger event will be set to ‘New Entry,’ which means the workflow will activate upon receiving a new form submission. Select Typeform from the application list and confirm the trigger event.

• Search for Typeform in the trigger section.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, select the specific Typeform you want to monitor for submissions. After selecting your form, click on ‘Save and Send Test Request’ to ensure the connection works properly. This step will prepare Pabbly Connect to capture incoming submission data.

3. Establishing BunnyDoc Connection in Pabbly Connect

The next step involves connecting BunnyDoc as the action application in Pabbly Connect. Here, you will set the action event to ‘Send Signature Request.’ This action will occur once the trigger from Typeform is activated.

To connect BunnyDoc, click on the ‘Connect’ button and enter your BunnyDoc API key. You can find this key in your BunnyDoc account under the settings section. Create a new API key if necessary, then copy and paste it into Pabbly Connect.

• Navigate to BunnyDoc settings and find the API section.
• Create a new API key and copy it.
• Paste the API key into Pabbly Connect and save the connection.

After establishing this connection, select the document template you wish to use for sending the signature request. You can choose a pre-created template such as the ‘Product Launch Letter’ to proceed with the automation.

4. Mapping Data for the Signature Request in Pabbly Connect

In this section, you will map the data collected from Typeform into the BunnyDoc signature request using Pabbly Connect. This mapping ensures that the information from the form submission is correctly inserted into the document.

For instance, when setting up the title for the document, you can map the name of the person from the Typeform submission. Use the mapping feature to insert dynamic data into your message, such as the recipient’s first name and email address. This process is crucial as it personalizes the document for each submission.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the signature request is sent successfully. You should see a confirmation response indicating that the document has been sent.

5. Conclusion

In conclusion, using Pabbly Connect to integrate Typeform and BunnyDoc allows you to automate the process of sending documents for signature seamlessly. This setup ensures that every new submission triggers a signature request, streamlining your workflow effectively.

By following the steps outlined in this tutorial, you can easily set up this integration and enhance your document management process. With Pabbly Connect, you can integrate various applications to automate numerous tasks efficiently.