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 in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to automate sending Dropbox Sign signature requests upon receiving submissions from an Elementor form. This integration simplifies the onboarding process for new employees by streamlining document signing.

By utilizing Pabbly Connect, we can eliminate manual tasks and enhance efficiency in sending important documents like non-disclosure agreements (NDAs) directly from form submissions. Let’s dive into the setup process.

Accessing Pabbly Connect for Your Workflow

To begin, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. You’ll land on the Pabbly homepage, where you can either sign in or create a new account.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and grants you 100 free tasks every month. After logging in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

Creating a Workflow in Pabbly Connect

Once inside the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow based on your objective, such as ‘Send Dropbox Sign Signature Request on Elementor Form Submission.’ Then, click ‘Create’ to proceed.

In this workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, the Trigger application will be Elementor Form.

• Search for Elementor Form in the Trigger application section.
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, you will use this webhook URL to connect Elementor Form with Pabbly Connect.

Connecting Elementor Form to Pabbly Connect

Navigate to your WordPress account where your Elementor form is created. Edit the form and find the ‘Actions After Submit’ section in the left panel. Click on the ‘+’ icon to add a new action and search for ‘Webhook’.

In the Webhook settings, paste the webhook URL you copied from Pabbly Connect. Make sure to enable the ‘Advanced Data’ option, then click ‘Update’ to save your changes. This connection allows Elementor to send form submissions directly to Pabbly Connect.

After updating the form, return to Pabbly Connect. You should see that it is waiting for a response from the webhook. To test this, go back to your Elementor form and submit a test entry, filling in the necessary details like name, email, and department.

Sending Signature Request via Dropbox Sign

Once you have received a response in Pabbly Connect, it’s time to set up the action step to send the signature request. Search for Dropbox Sign in the action application section and select it.

For the action event, choose ‘Send Signature Request from Template’. You will need to connect your Dropbox Sign account by providing your API key and password. Generate a new API key in your Dropbox Sign account under the API section, then copy it back to Pabbly Connect.

• Set the subject line for the email (e.g., ‘Confidentiality Agreement NDA for XYZ Company’).
• Map the signer’s email and name from the Elementor form response.
• Select the NDA template you created in Dropbox Sign.

After configuring all necessary fields, click ‘Save and Send Test Request’ to verify that the signature request is sent successfully. Check your email to confirm receipt of the signature request.

Conclusion

In this tutorial, we demonstrated how to send Dropbox Sign signature requests automatically using Pabbly Connect upon receiving Elementor form submissions. This integration streamlines the onboarding process, ensuring efficiency and compliance in document signing.

By following the detailed steps outlined, you can easily replicate this workflow for your own use, enhancing productivity in your organization.