How to Send DocuSign Document for Signature on Jotform Submission Using Pabbly Connect

Learn how to use Pabbly Connect to automate sending DocuSign documents for signature upon Jotform submissions. Step-by-step tutorial included. 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

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing in as an existing user or creating a new account. This platform allows you to integrate applications seamlessly, making it the perfect choice for automating document submissions.

Once logged in, navigate to the dashboard where you can create a new workflow. This step is crucial as it sets the foundation for connecting Jotform and DocuSign through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new workflow. Name your workflow something descriptive, such as ‘Send DocuSign Document for Signature on Jotform Submission’. This helps keep your integrations organized.

• Click on the ‘Create’ button to proceed.
• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.

After setting your trigger, proceed to the action step where you will select DocuSign as the action application. This setup ensures that every time a form is submitted in Jotform, a signature request is automatically initiated through DocuSign via Pabbly Connect.

3. Establishing Connection Between Jotform and Pabbly Connect

To connect Jotform with Pabbly Connect, you need to copy the provided webhook URL from the Pabbly Connect interface. This URL acts as a bridge between the applications.

Go to your Jotform account, navigate to the settings of your form, and select the Integrations tab. Search for Webhooks and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the connection.

Once integrated, test the connection by submitting a sample form in Jotform. This action will trigger Pabbly Connect to capture the submission details, confirming that the integration is successful.

4. Sending DocuSign Document for Signature

After confirming the successful connection, the next step is to send a DocuSign document for signature. In your Pabbly Connect workflow, click on ‘Connect with DocuSign’ to establish a link between DocuSign and Pabbly Connect.

• Select the template you created in DocuSign for your terms and conditions.
• Map the fields such as email subject, recipient name, and email using the response data from Jotform.
• Set the role and status of the document as needed.

Finally, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the document has been sent for signature. This confirms that your automation through Pabbly Connect is functioning as intended.

5. Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending DocuSign documents for signature upon Jotform submissions. This integration not only saves time but also enhances the workflow efficiency of your business operations.

By following the steps outlined in this tutorial, you can ensure that every submission is handled promptly and professionally, allowing you to focus on other aspects of your business.