How to Send Service Agreement on Jotform Submission Using Pabbly Connect

Learn how to automate sending service agreements using Jotform, Google Docs, and Gmail through Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform Integration

To send a service agreement on Jotform submission, you first need to access Pabbly Connect. This platform enables seamless integration between Jotform, Google Docs, and Gmail.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 free tasks every month. Existing users should sign in to their accounts to proceed.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you will create a new workflow to automate the process of sending service agreements. using Pabbly Connect

• Click on the ‘Create Workflow’ button at the top right corner.
• Name your workflow, for example, ‘Send Service Agreement on Jotform Submission’.
• Select a folder to save your workflow.

After naming your workflow and selecting a folder, click on ‘Create’. This will set up the initial framework for your automation.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In this case, the trigger application is Jotform, which captures new form submissions. using Pabbly Connect

Choose Jotform as your trigger application and select the event as ‘New Response’. Pabbly Connect will provide you with a webhook URL that you need to copy.

• Open your Jotform account and navigate to the form you created.
• Go to Settings > Integrations and search for Webhook.
• Paste the webhook URL from Pabbly Connect and complete the integration.

Once the integration is complete, Pabbly Connect will wait for a response from Jotform to proceed with the next steps.

4. Creating the Service Agreement in Google Docs

After setting up the trigger, the next step is to create the service agreement document using Google Docs. This is where Pabbly Connect plays a crucial role in mapping data from Jotform to your Google Docs template.

Select Google Docs as your action application and choose ‘Create Document from Template’ as the event. Connect your Google Docs account to Pabbly Connect and select the service agreement template you previously created.

Map the customer’s first and last name to the document name. Fill in other required fields like the appointment date and customer address using the data captured from Jotform. Click ‘Save and send test request’ to verify the document creation.

Upon successful creation, you will see the new service agreement document in your Google Drive folder.

5. Sharing the Agreement via Gmail

With the service agreement created, the final step is to share it via Gmail. This is where Pabbly Connect facilitates the process of sending the document directly to the customer.

Select Gmail as your action application and choose ‘Send Email’ as the event. Connect your Gmail account to Pabbly Connect and fill in the recipient’s email address, which you will map from the Jotform submission data.

Compose the email subject and body, including a greeting and the document link. Attach the PDF link of the service agreement created in Google Docs. Click ‘Save and send test request’ to send the email.

After sending the email, check your Gmail account to confirm that the service agreement has been successfully delivered to the customer.

Conclusion

In this tutorial, we demonstrated how to send a service agreement on Jotform submission using Pabbly Connect, Google Docs, and Gmail. This automation streamlines the process, ensuring your customers receive their agreements promptly and efficiently.