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 in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically generate DocuSign signature requests based on new rows in Google Sheets, you first need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button on the right-hand side. Name your workflow, for example, ‘Automatically Generate New Signature Requests Based on New Rows in Google Sheets’ and select a folder to save it, such as ‘DocuSign Automation.’ This setup is crucial for organizing your workflows in Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

The next step in using Pabbly Connect is to set up the trigger. For this integration, your trigger application will be Google Sheets. Search for Google Sheets in the trigger window and select it. The trigger event you need is ‘New or Updated Spreadsheet Row.’ This event will activate whenever a new row is added or updated in your Google Sheet.

• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.

After setting up the trigger, you will be directed to the Google Sheets interface. Ensure you have the Pabbly Connect Webhooks extension installed. Go to Extensions > Pabbly Connect Webhooks > Initial Setup, then paste the copied webhook URL. Select the trigger column, which is typically the last column where data will be entered, and click submit.

3. Connecting Google Sheets with Pabbly Connect

To connect your Google Sheets with Pabbly Connect, go to your Google Sheet where you have customer details, such as names and emails. Ensure that you have the Pabbly Connect Webhooks extension installed; if not, you can find it under Extensions > Get Add-ons. After installation, return to Extensions > Pabbly Connect Webhooks to set up the connection.

In the Initial Setup, paste the webhook URL from Pabbly Connect. Set the trigger column to the last column where data will be entered. After configuration, click on ‘Submit’ to confirm the setup. Ensure that you enable the ‘Send on Event’ option to capture new entries automatically.

• Paste the webhook URL in the Initial Setup.
• Select the trigger column for data entry.
• Enable ‘Send on Event’ to capture new rows.

Now, any new row added in your Google Sheet will trigger Pabbly Connect to capture the data, preparing for the next step of generating a signature request.

4. Creating Signature Requests in DocuSign Using Pabbly Connect

After successfully connecting Google Sheets with Pabbly Connect, the next step is to set up the action application, which will be DocuSign. Search for DocuSign and select it as your action application. The action event you need is ‘Create Signature Request.’ This will allow you to generate a signature request based on the data captured from Google Sheets.

Click on ‘Connect’ to establish a connection with your DocuSign account. Once connected, select the document template you want to use for the signature request. Fill in the email subject and message, ensuring to map the recipient’s name and email from the data captured by Pabbly Connect. This mapping is essential for personalizing each signature request.

Select DocuSign as your action application. Choose ‘Create Signature Request’ as the action event. Map the recipient’s details from the Google Sheets data.

Once all details are filled in, click on ‘Save and Send Test Request’ to generate the signature request. If successful, you will see the new document created in your DocuSign account, confirming that the integration through Pabbly Connect is working correctly.

5. Final Steps and Verification of the Integration

After sending the test request through Pabbly Connect, it’s crucial to verify that the signature request was successfully created in DocuSign. Check your DocuSign account to see if the document appears as intended. You should see the new signature request with the recipient’s details filled in.

Additionally, review the email sent to the recipient to ensure it contains the correct subject and message. This is vital for confirming that the automation is functioning correctly. If everything looks good, you can now automate the process of generating signature requests based on new rows in Google Sheets seamlessly.

With Pabbly Connect, you have successfully set up an integration that allows you to automatically generate new DocuSign signature requests whenever a new row is added to your Google Sheets. This process saves time and enhances efficiency in managing document signatures.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically generate DocuSign signature requests based on new rows in Google Sheets. This integration streamlines the process of sending documents for signatures, making it efficient and user-friendly. By following the steps outlined, you can enhance your workflow and improve document management.