How to Send Dropbox Sign Document for Signature on Typeform Submission Using Pabbly Connect

Learn to automate sending Dropbox Sign documents for signatures using Typeform submissions with Pabbly Connect. Step-by-step guide to streamline your workflow! 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 send a Dropbox Sign document for signature on Typeform submission, we will use Pabbly Connect. Start by visiting the Pabbly Connect website to set up your account.

Once on the site, you have options to sign in or sign up for a free account. If you are new, click on the ‘Sign Up Free’ button and follow the prompts to create your account. After logging in, navigate to the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new automation workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Typeform to Dropbox Sign’. This will help you identify the automation later.

• Click on the folder in which you want to save this workflow.
• Select ‘Create’ to open the workflow settings.

In the workflow, you will see two sections: a trigger and an action. The trigger will capture the Typeform submission, while the action will send the document through Dropbox Sign using Pabbly Connect.

3. Setting Up the Trigger with Typeform

To set up the trigger, search for Typeform in the ‘Choose App’ section. Select it, and then choose the ‘New Entry Beta’ trigger event from the dropdown menu. Click on ‘Connect’ to establish a connection.

When prompted to connect your Typeform account, click on the ‘Connect with Typeform’ button. Accept the permissions to allow Pabbly Connect to access your Typeform account. After connecting, select the specific form you want to use for this automation.

4. Sending the Document for Signature via Dropbox Sign

Once the trigger is set, it’s time to configure the action. Search for Dropbox Sign in the action step and select it. Choose the action event labeled ‘Send Signature Request from Template’. Click ‘Connect’ and create a new connection by entering your API key and password from your Dropbox Sign account. using Pabbly Connect

• Generate the API key from the API section in your Dropbox Sign account.
• Copy and paste the API key into Pabbly Connect.
• Enter your Dropbox Sign password and save the connection.

After connecting, select the template document you want to send for signature from the dropdown list. Make sure to set the test mode to ‘Yes’ for initial testing. This way, the signatures will not be legally binding during testing.

5. Testing the Automation Workflow

With everything set up, it’s crucial to test the automation. Submit a new entry in your Typeform to trigger the workflow. After submission, check the responses in Pabbly Connect to ensure they are captured correctly.

Once the test is successful, the document will be sent to the email address provided in the Typeform submission. You can verify by checking the recipient’s email inbox for the signature request. This confirms that the automation created using Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to automate sending Dropbox Sign documents for signature based on Typeform submissions using Pabbly Connect. This integration streamlines your workflow, ensuring timely document processing and signature collection.