How to Add Signed DocuSign Documents Details in Google Sheets Using Pabbly Connect

Learn how to automate the process of adding signed DocuSign document details to Google Sheets using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate Document Details

To automate the addition of signed DocuSign document details in Google Sheets, you need to access Pabbly Connect. This platform allows for seamless integration between various applications, making your workflow efficient.

First, log in to your Pabbly Connect account. If you don’t have an account yet, you can create one in just two minutes. Once logged in, navigate to the dashboard to start building your automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to give a name to your automation. For this example, name it something like ‘Add Signed Document Details to Google Sheets’.

After naming your workflow, select the folder where you want to save it. Once you click ‘Create’, you will see two boxes for trigger and action. In this case, the trigger will be DocuSign and the action will be Google Sheets.

• Click on the blue button labeled ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder for saving the workflow.

Now, select the trigger event as ‘Configure Webhooks’. This will provide you with a Webhook URL to connect DocuSign with Pabbly Connect.

3. Connecting DocuSign to Pabbly Connect

To connect DocuSign, copy the Webhook URL provided by Pabbly Connect. In your DocuSign account, navigate to the settings and find the ‘Integrations’ option. Here, you will set up a new configuration.

Paste the Webhook URL into the configuration settings and name your connection. Ensure that the status is set to active. You will also need to configure envelope settings to include document attachments and recipient data.

• Navigate to the settings in DocuSign and select ‘Integrations’.
• Paste the Webhook URL into the configuration settings.
• Set the status to active and configure envelope settings.

Once the configuration is ready, return to Pabbly Connect and perform a test submission by creating a document in DocuSign and getting it signed. This will allow Pabbly Connect to capture the signed document details.

4. Adding Details to Google Sheets via Pabbly Connect

After successfully capturing the signed document details, the next step is to send this information to Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

You will need to connect your Google Sheets account to Pabbly Connect. If this is your first time, log in and provide the necessary permissions. Once connected, select the spreadsheet where you want to store the signed document details.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Connect your Google Sheets account with Pabbly Connect.

Once connected, map the fields from the signed document details to the corresponding columns in your Google Sheets. This mapping will ensure that every time a document is signed, the details are automatically added to your spreadsheet.

5. Finalizing the Integration with Pabbly Connect

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test response to verify that the integration works as expected. If successful, you will see the signed document details reflected in your Google Sheets.

From this point on, every time a document is signed in DocuSign, Pabbly Connect will automatically add the details to your Google Sheets without any manual intervention. This automation saves time and ensures accuracy in data management.

Now that the integration is complete, you can relax as Pabbly Connect will handle all future tasks automatically. This powerful tool allows you to integrate multiple applications and streamline your business processes effectively.

Conclusion

In this tutorial, we covered how to automate the process of adding signed DocuSign document details to Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage document details without manual entry, enhancing productivity and accuracy.