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

Learn how to use Pabbly Connect to integrate BunnyDoc and Airtable for automated signed document details. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating BunnyDoc and Airtable, you need to access Pabbly Connect. This platform enables you to automate workflows seamlessly between applications. Start by signing into your Pabbly Connect account or create a new account if you are a new user.

Once logged in, navigate to the all applications page and click on Pabbly Connect to access your dashboard. Here, you can create a new workflow for the integration.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Add Signed Document Details from BunnyDoc to Airtable’.
• Select a folder to save your workflow, such as ‘BunnyDoc to Airtable Automation’.

After naming and selecting the folder, click on the ‘Create’ button. You will be directed to a window where you can set up the trigger and action for your workflow.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your integration using Pabbly Connect. First, set BunnyDoc as your trigger application. Select the trigger event as ‘Signature Request Signed’. This event will activate whenever a signer completes the signing process.

Next, you need to set Airtable as your action application. Choose the action event as ‘Create New Record’. This setup ensures that every time a document is signed in BunnyDoc, a new record is created in Airtable.

4. Connecting BunnyDoc and Airtable to Pabbly Connect

To establish a connection between BunnyDoc and Pabbly Connect, click on the ‘Connect’ button next to BunnyDoc. You will be prompted to enter your API key. To get the API key, log into your BunnyDoc account, navigate to ‘Settings’, and then to ‘API’ to create a new API key.

• Create a new API key and copy it.
• Paste the API key in Pabbly Connect and click ‘Save’.

Once connected, repeat the process for Airtable by clicking on the ‘Connect’ button and granting access. This will link Airtable with Pabbly Connect successfully.

5. Mapping Data to Airtable from BunnyDoc

After establishing connections, the next step is to map the data from BunnyDoc to Airtable using Pabbly Connect. Select the base name in Airtable where the data will be sent, and choose the appropriate table name.

For mapping, use the response received from BunnyDoc. This involves selecting fields such as name, email, and envelope title. By mapping the data, you ensure that every new response from BunnyDoc updates the Airtable records dynamically.

Finally, click on ‘Save and Send Test Request’ to verify that the integration works correctly. If successful, the signed document details will be added to your Airtable account, confirming that the automation is functioning as intended.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding signed document details from BunnyDoc to Airtable. This integration enhances efficiency by streamlining data management in real-time.