Learn how to automate employee document creation using Pabbly Connect, Google Sheets, and FlexiSign. Streamline your HR processes today! 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. Accessing Pabbly Connect for Automation

To start the automation process, you need to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Begin by opening your browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and provides you with 100 free tasks each month. If you already have an account, simply log in.

2. Creating a Workflow in Pabbly Connect

After logging in, you will be directed to the Pabbly Connect dashboard. The next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow, such as ‘Automatically Create FlexiSign Document from Google Sheets’. using Pabbly Connect

  • Name your workflow appropriately.
  • Select the folder where you want to save your workflow.
  • Click on ‘Create’ to proceed.

This action will lead you to a window with two boxes for trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. You will set up Google Sheets as the trigger application.

3. Setting Up the Trigger in Google Sheets

For the trigger, search for and select Google Sheets in the trigger application section. You’ll need to choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new employee detail is added to your Google Sheet.

To connect Google Sheets with Pabbly Connect, you will need to use the provided webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy the webhook URL and head over to your Google Sheet.

  • Navigate to the Extensions tab in Google Sheets.
  • Select the Pabbly Connect add-on.
  • Follow the setup instructions to link the webhook URL.

After setting up the connection, your Google Sheet will automatically send data to Pabbly Connect whenever a new row is added, ensuring a smooth workflow.

4. Configuring the Action Step in Pabbly Connect

Once the trigger is set, the next step is to configure the action in Pabbly Connect. Here, you will select FlexiSign as the action application. The action event should be set to ‘Create Document’ to generate the employee contract automatically.

To connect FlexiSign with Pabbly Connect, you will need your API key from your FlexiSign account. Log into FlexiSign, navigate to the Integrations section, and generate a new API key. Copy this key and paste it into Pabbly Connect to establish the connection.

Select the template ID for the employee contract. Map the employee details from Google Sheets to the FlexiSign document fields. Test the action to ensure everything works correctly.

After testing, you will have successfully set up the action to create new documents in FlexiSign automatically whenever new employee details are added to Google Sheets.

5. Conclusion: Streamline Your HR Processes with Pabbly Connect

By using Pabbly Connect, you can automate the creation of employee documents like contracts efficiently. This process not only saves time but also reduces the risk of manual errors in document preparation.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With the integration of Google Sheets and FlexiSign through Pabbly Connect, every time a new employee is added, their contract is generated automatically, ready for digital signing. This automation streamlines the onboarding process significantly, making it easier for HR managers to manage employee documentation.

Incorporating Pabbly Connect into your workflow can enhance productivity and ensure consistent document management in your organization.