How to Initiate Signature Requests using BunnyDoc with Pabbly Connect

Learn how to initiate signature requests using BunnyDoc through Pabbly Connect. Step-by-step tutorial on automating the process without coding. 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

Accessing Pabbly Connect for Signature Requests

To initiate signature requests using BunnyDoc, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and choose to either sign in or sign up for a free account. New users can create an account to explore Pabbly Connect’s features, including automating signature requests.

Once logged in, navigate to the dashboard where you can manage your workflows. This is where you will set up the integration between Airtable and BunnyDoc. Pabbly Connect simplifies this process, allowing you to automate tasks without any coding skills.

Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate the signature request process. Click on the ‘Create Workflow’ option and name it ‘Initiate Signature Request using BunnyDoc.’ You can also select a folder to organize your workflow.

After naming your workflow, you will see two sections: Trigger and Action. Here, you will select Airtable as your trigger application and BunnyDoc as your action application. This setup allows you to send a signature request automatically whenever a new record is added in Airtable.

• Select Airtable as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Connect your Airtable account to Pabbly Connect.

After completing these steps, you will have set up the foundation for your automation. Pabbly Connect will now listen for new records in Airtable to trigger the signature requests.

Connecting Airtable to Pabbly Connect

To connect Airtable to Pabbly Connect, you need to provide access to your Airtable account. Click on ‘Connect with Airtable’ and grant the necessary permissions. Ensure you select the correct base and table where your records will be stored.

After establishing the connection, you must create a field named ‘Created’ in your Airtable schema with the field type set to ‘Created Time.’ This setup allows Pabbly Connect to capture the trigger response effectively. Once the field is created, save the configuration.

• Select the base named ‘Customers Data’.
• Choose the table you are using, such as ‘Table 1’.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test is successful, you will receive a response from Airtable, confirming that the connection is established correctly. This step is crucial for ensuring that Pabbly Connect can automate the signature request process seamlessly.

Initiating Signature Requests with BunnyDoc

Now that Airtable is connected to Pabbly Connect, you can proceed to set up BunnyDoc as your action application. Select BunnyDoc and choose ‘Send Signature Request’ as the action event. Click on ‘Connect Now’ to establish the connection with your BunnyDoc account.

During this step, you will need to enter your BunnyDoc API key. To find your API key, log into your BunnyDoc account, navigate to the API section, and create a new API key. Copy this key and paste it into Pabbly Connect to complete the connection.

Select the template ID for the document you want to send for signature. Map the recipient’s name and email address from Airtable data. Customize the email message to include a personal touch.

After configuring these details, click on ‘Save and Send Test Request’. If successful, you will see confirmation that the signature request has been sent through BunnyDoc, completing the automation process.

Conclusion

In this tutorial, we explored how to initiate signature requests using BunnyDoc integrated with Pabbly Connect. By setting up a workflow that connects Airtable and BunnyDoc, you can automate sending signature requests seamlessly. This process eliminates manual efforts and enhances efficiency in handling signature requests.