How to Create a Google Drive Folder for DocuSign Document Completed Using Pabbly Connect

Learn how to automate the creation of Google Drive folders for completed DocuSign documents using Pabbly Connect. Step-by-step tutorial included. 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 for Integration

To create a Google Drive folder for a completed DocuSign document, you will first need to access Pabbly Connect. This platform allows you to automate workflows without coding. Start by visiting the Pabbly Connect website and signing up for a free account if you don’t have one.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you can create new workflows that will connect DocuSign and Google Drive easily. This is the first step in setting up your automation process.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Create Google Drive Folder for DocuSign Document Completion’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to finalize the workflow name and folder selection.
• You will see two main boxes: Trigger and Action.
• Set the Trigger application to DocuSign and Action application to Google Drive.

This sets up the foundation for your automation, enabling the connection between DocuSign and Google Drive through Pabbly Connect.

3. Setting Up the Trigger with DocuSign

The next step is to configure the Trigger in your Pabbly Connect workflow. Select DocuSign as your Trigger application and choose the event as ‘Webhook’. This will allow you to capture the event when a document is signed.

Follow the instructions to copy the provided webhook URL. Then, navigate to your DocuSign account settings, scroll down to the integration section, and click on ‘Add Configuration’.

• Set the status to active and name your configuration.
• Paste the webhook URL from Pabbly Connect into the URL field.
• Select the trigger event as ‘Envelope Signed or Completed’.

By completing these steps, you ensure that every time a document is signed in DocuSign, it triggers the workflow in Pabbly Connect.

4. Configuring Google Drive Action in Pabbly Connect

After setting up the trigger, you will now configure the action using Google Drive within Pabbly Connect. Select Google Drive as your Action application and choose the event ‘Create File or Folder’.

Connect your Google Drive account by clicking on ‘Connect’ and allowing access. Once connected, you will need to specify the type as ‘Folder’ and give it a name based on the signer’s name received from the DocuSign Trigger.

Use mapping to dynamically insert the signer’s name into the folder name. Click ‘Save and Send Test Request’ to verify the setup.

This action will create a new folder in your Google Drive automatically whenever a document is signed, demonstrating the power of Pabbly Connect in automating your workflows.

5. Copying a File to the Newly Created Folder

To complete the automation process, you will need to set up another action in Pabbly Connect to copy a specific file into the newly created folder. Select Google Drive again as your Action application and choose ‘Copy a File’ as the action event.

Map the file ID of the document you want to copy and specify the destination folder, which will be the one created in the previous step. This allows you to dynamically place the file in the correct location every time a document is signed.

Ensure that you map both the file ID and the new folder location correctly. Click ‘Save and Send Test Request’ to finalize the process.

By following these steps, you will ensure that every signed document is not only creating a folder but also copying necessary files into that folder, showcasing the seamless integration capabilities of Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the creation of Google Drive folders for completed DocuSign documents using Pabbly Connect. By setting up triggers and actions, you can streamline your document management process effectively. Implementing this integration allows for efficient organization and storage of signed documents, enhancing productivity.