Automate Document Sending with Pabbly Connect: Google Forms and Flexi Sign Integration

Learn how to automate the document sending process using Pabbly Connect, Google Forms, and Flexi Sign for efficient e-signature requests. 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 automate the document sending process, first, access Pabbly Connect by visiting its website. You can sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks each month, which is great for testing automation.

Once logged in, navigate to the dashboard. Here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Automatically Create and Send Flexi Sign Document on Google Form Submission.’ After naming, select a folder to organize your workflow.

2. Setting Up Google Forms as a Trigger in Pabbly Connect

Now, set up the trigger for your workflow using Google Forms. In Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

• Select Google Forms as the trigger application.
• Choose the trigger event: New Response Received.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Form and navigate to the responses section. Click on ‘View in Sheets’ to link your form to a Google Sheet. This is where all responses will be recorded. You can create a new spreadsheet or use an existing one. Ensure that your form captures all necessary fields like name, email, and response agreement for document sending.

3. Connecting Google Sheets to Pabbly Connect

With your Google Sheet set up, you need to connect it back to Pabbly Connect. In Google Sheets, go to the Extensions menu and select ‘Add-ons’. Search for and install the Pabbly Connect Webhooks add-on. Once installed, refresh your spreadsheet to access the add-on features.

• Open Extensions > Add-ons > Pabbly Connect Webhooks.
• Select ‘Initial Setup’ from the add-on menu.
• Paste the copied webhook URL and set the trigger column (e.g., F).

After completing the initial setup, test the connection by submitting a dummy response through your Google Form. This will ensure that data is captured in the Google Sheet and sent to Pabbly Connect successfully. Check for a successful response in your Pabbly Connect dashboard.

4. Filtering Responses in Pabbly Connect

Next, you will need to set up a filter condition in Pabbly Connect. This ensures that documents are only sent to clients who agree to receive them. Add a filter action step after your Google Sheets trigger.

Set the filter value to check if the response to the question ‘Do you agree to receive the document via email for electronic signature?’ is equal to ‘Yes’. Only if this condition is met will the workflow continue. If the response is ‘No’, the workflow will stop here.

Add a filter step after the Google Sheets trigger. Select the label from the previous response. Set filter type to ‘Equal to’ and value to ‘Yes’.

By applying this filter, you ensure that only relevant submissions trigger the next action, which is sending the document for e-signature. Test this filter to confirm that it works correctly before proceeding.

5. Sending Documents for E-Signature Using Flexi Sign

Finally, set up the action step to send the document using Flexi Sign. In Pabbly Connect, select Flexi Sign as your action application. Choose the action event ‘Create Document’ to initiate the document sending process.

To connect your Flexi Sign account, you will need an API key. Log into your Flexi Sign account, navigate to the integrations section, and copy your API key. Paste this key into the appropriate field in Pabbly Connect to establish the connection.

Select Flexi Sign as the action application. Choose the template ID for the document. Map the client’s name and email for personalized messages.

Once all details are mapped, send a test request to ensure the document is sent successfully. Check the recipient’s email to confirm receipt of the document for e-signature. This completes the automation process, allowing you to efficiently send proposals to clients based on their form submissions.

Conclusion

In this tutorial, we demonstrated how to automate sending documents using Pabbly Connect, Google Forms, and Flexi Sign. This integration streamlines the e-signature process, ensuring timely responses to client proposals while eliminating manual tasks.