How to Send Service Agreement on Jotform Submission Using Pabbly Connect

Learn how to automate sending service agreements on Jotform submissions using Pabbly Connect, Google Docs, and Gmail with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform Integration

To start automating the process of sending service agreements on Jotform submissions, first, access Pabbly Connect. This platform is essential for integrating Jotform with other applications like Google Docs and Gmail.

After navigating to the Pabbly Connect website, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to enter a name for your workflow.

• Name your workflow as ‘Send Service Agreement on Jotform Submission’.
• Select a folder to save your workflow, such as ‘Jotform Automations’.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up Jotform as the Trigger in Pabbly Connect

Now, you need to set up Jotform as the trigger application in Pabbly Connect. Click on the trigger application dropdown and select Jotform. The objective here is to capture new form submissions.

Select the trigger event as ‘New Response’. Pabbly Connect will provide you with a webhook URL, which you will need to copy. This URL will connect Jotform to Pabbly Connect, allowing it to capture the form submission data.

• Open the Jotform you created for service appointments.
• Navigate to the ‘Settings’ tab and then to ‘Integrations’.
• Search for ‘Webhook’ and paste the URL you copied from Pabbly Connect.
• Click on ‘Complete Integration’ to finalize the setup.

Once the integration is complete, return to Pabbly Connect and test the webhook to ensure it captures the response from Jotform.

4. Creating a Service Agreement Using Google Docs

Next, you will create a service agreement using Google Docs within Pabbly Connect. Add an action step by selecting Google Docs as the application. Choose the action event ‘Create Document from Template’.

Connect Google Docs to Pabbly Connect by clicking on ‘Connect’. You will need to authorize access to your Google account. After authorization, select the template document you created for the service agreement.

Map the new document’s name to include the customer’s first and last name. Specify the document location in Google Drive. Map necessary variables such as client’s name, address, and appointment date.

After mapping all the required fields, click on ‘Save and Send Test Request’ to create the document. You should see the document generated in your Google Drive.

5. Sharing the Service Agreement via Gmail

Finally, you will share the created service agreement via Gmail using Pabbly Connect. Add another action step and select Gmail as the application, with the action event set to ‘Send Email’.

Authorize Gmail to connect with Pabbly Connect if you haven’t done so already. In the email setup, map the recipient’s email address from the Jotform submission, and fill in the subject and body of the email.

Set the subject as ‘Your Service Agreement with Sparkle Shine Solutions’. Include a personalized greeting using the customer’s name. Attach the PDF link of the service agreement.

After filling in all the email details, click on ‘Save and Send Test Request’. Check your Gmail to confirm the email was sent successfully with the service agreement attached.

Conclusion

In this tutorial, we demonstrated how to automate sending service agreements on Jotform submissions using Pabbly Connect, Google Docs, and Gmail. This integration streamlines your workflow and enhances customer communication effectively.