How to Send Signature Request on Google Forms Submission via Dropbox Sign Using Pabbly Connect

Learn how to automate sending signature requests from Google Forms submissions to Dropbox Sign using Pabbly Connect. Step-by-step guide included! 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

Accessing Pabbly Connect for Google Forms and Dropbox Sign Integration

To start the integration process, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply sign in to your existing account or create a new one to get started.

Once logged in, you will see the dashboard where you can select various applications. Click on the Pabbly Connect option to proceed with your automation setup.

Creating a Workflow in Pabbly Connect for Google Forms Submission

In this section, you will create a workflow to automate sending signature requests from Google Forms submissions via Dropbox Sign using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

A dialog box will appear asking for a workflow name. Enter ‘Send Signature Request on Google Form Submissions via Dropbox Sign’ and select a folder to save your workflow. After clicking on ‘Create,’ you will see two sections: Trigger and Action.

Setting Up the Trigger in Pabbly Connect with Google Forms

Now, it’s time to set up the trigger for your workflow. Click on the arrow under the Trigger section and select Google Forms as the application. For the trigger event, choose ‘New Response Received’ to capture form submissions.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL and follow the steps to connect it to your Google Form. Go to your Google Form, click on the ‘Responses’ tab, and then select ‘Link to Sheets’ to create a new spreadsheet that will gather responses.

• Click on ‘Extensions’ in the Google Sheets menu.
• Select ‘Add-ons’ and then ‘Get Add-ons’ to install Pabbly Connect Webhooks.
• After installation, refresh the spreadsheet and go to ‘Extensions’ again to select Pabbly Connect Webhooks.

Once you have set up the webhook, you can configure the trigger column to ensure that new responses are sent to Pabbly Connect for further processing.

Sending Signature Request via Dropbox Sign Using Pabbly Connect

After setting up the trigger, the next step is to configure the action to send a signature request through Dropbox Sign. In the action section of your workflow, select Dropbox Sign as the application. Choose the action event ‘Send Signature Request from Template’ to automate sending the appointment letters.

Connect your Dropbox Sign account by providing the API key. Navigate to your Dropbox Sign account, generate a new API key, and paste it into the corresponding field in Pabbly Connect. Ensure that you select the appropriate template for the appointment letter and set the email subject and body message that will be sent to the new employee.

• Map the employee’s name and email from the Google Forms responses to personalize the email.
• Set the message body to include a warm greeting and instructions for signing the document.
• Review all fields before saving and sending the test request.

Once everything is set up, click on the ‘Save and Send Test Request’ button. This will send a signature request to the employee’s email, ensuring that the process is automated and efficient through Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Testing the Integration and Conclusion

To test the integration, submit a test response through the Google Form. After submitting, check the linked Google Sheet to verify that the response has been recorded. Then, check your email to confirm that the signature request was sent successfully.

This automation saves time and ensures that all necessary documents are signed promptly, streamlining the hiring process. With Pabbly Connect, you can easily manage integrations between Google Forms and Dropbox Sign, enhancing your workflow efficiency.

In conclusion, using Pabbly Connect to automate the sending of signature requests from Google Forms submissions via Dropbox Sign simplifies the entire process. This setup not only saves time but also ensures timely document handling, making it a valuable tool for any organization.