How to Send Dropbox Sign Signature Request on Elementor Form Submission Using Pabbly Connect

Learn how to automate sending Dropbox Sign signature requests from Elementor form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To send a Dropbox Sign signature request upon Elementor form submission, first, access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect. This platform enables seamless integration between various applications, including Elementor and Dropbox Sign.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and provides you with 100 free tasks each month. Once logged in, navigate to the dashboard to start creating your workflow.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on ‘Create Workflow’ to begin setting up your integration. Name your workflow according to your objective, such as ‘Send Dropbox Sign Signature Request on Elementor Form Submission.’ This naming helps in identifying your workflow later.

In the workflow setup, you’ll see two sections: Trigger and Action. The Trigger is what initiates the workflow. For this integration, select ‘Elementor Form’ as your trigger application. The Trigger Event will be ‘New Form Submission.’ This setup ensures that each time a form is submitted, the workflow activates.

• Click ‘Create’ to save your workflow.
• Choose ‘Elementor Form’ as your trigger application.
• Set the Trigger Event to ‘New Form Submission.’

Once these steps are completed, you have successfully set up the trigger for your workflow in Pabbly Connect.

Connecting Elementor Form to Pabbly Connect

Next, you need to connect your Elementor Form to Pabbly Connect. To do this, you will use a webhook URL provided by Pabbly. Copy the webhook URL from your Pabbly Connect dashboard.

Now, go to your WordPress site and edit the Elementor form. In the form settings, find the ‘Actions After Submit’ section. Click on the plus icon to add a new action and select ‘Webhook’. Paste the copied webhook URL into the designated field and enable the Advanced Data option before updating the form.

• Edit your Elementor form in WordPress.
• Add a new action under ‘Actions After Submit’ and select ‘Webhook’.
• Paste the webhook URL and enable Advanced Data.

This connection allows your Elementor form to send data to Pabbly Connect whenever a form submission occurs, initiating the next steps in your workflow.

Setting Up Action in Pabbly Connect

With the trigger and Elementor form connected, it’s time to set up the action in Pabbly Connect. Here, you will select Dropbox Sign as your action application. The action event should be set to ‘Send Signature Request from Template.’ This action will send a signature request to the employee based on the form submission data.

To connect Dropbox Sign to Pabbly Connect, click on ‘Add New Connection’ and enter your API key and password from your Dropbox Sign account. After connecting, choose the relevant template for the signature request, which in this case is the NDA template you created earlier.

Select Dropbox Sign as the action application. Set the action event to ‘Send Signature Request from Template.’ Enter your Dropbox Sign API key and password.

Completing these steps ensures that every form submission triggers a signature request to the appropriate employee using Pabbly Connect.

Testing the Integration with Pabbly Connect

To ensure everything is working correctly, test the integration by submitting a new form through your Elementor form. Fill in the required fields with dummy data, such as employee name, email, phone number, and department. Once you submit the form, Pabbly Connect should receive the data and trigger the Dropbox Sign action.

Check your email for the signature request. You should receive an email containing the NDA signature request, confirming that the integration is functioning as intended. If everything is set up correctly, you will be able to sign the NDA document and be redirected back to Pabbly Connect.

Submit a new form with dummy data. Check your email for the signature request. Sign the NDA and ensure redirection to Pabbly Connect.

By following these testing steps, you can verify that Pabbly Connect successfully automates the process of sending Dropbox Sign signature requests upon Elementor form submissions.

Conclusion

This tutorial demonstrated how to send Dropbox Sign signature requests using Pabbly Connect on Elementor form submissions. By automating this process, you can streamline your onboarding workflow and enhance efficiency. Integrating these applications with Pabbly Connect ensures a smooth and error-free experience for both HR managers and new employees.