How to Send Signature Requests Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate signature requests using Pabbly Connect with Instamojo and Digisigner. This tutorial provides detailed steps to streamline your business processes. 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

1. Accessing Pabbly Connect for Integration

To begin the integration process, the first step is accessing Pabbly Connect. Open your web browser and search for Pabbly Connect to reach its landing page. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a couple of minutes and provides you with 100 free tasks each month.

After signing up or logging in, you will be directed to the dashboard. Here, you can see various applications that Pabbly Connect supports. Click on the ‘Create Workflow’ button to start setting up your integration. This is where you will connect Instamojo and Digisigner using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, the next step is creating a new workflow. Click on ‘Create Workflow’ and name it according to your objective, such as ‘Send Signature Requests Using Digisigner on Instamojo Sale.’ After naming, click on ‘Create’ to proceed to the workflow setup.

In this workflow, you will set up a trigger and an action. The trigger indicates when the workflow should start, while the action defines what happens next. In this case, the trigger will be a new sale in Instamojo. Here’s how to set it up:

• Select ‘Instamojo V1’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Click on ‘Save’ to set your trigger.

Now, you will connect Instamojo to Pabbly Connect using a webhook URL.

3. Connecting Instamojo to Pabbly Connect

To connect Instamojo with Pabbly Connect, you need to copy the webhook URL generated in the previous step. Go to your Instamojo account, select the product for which you want to add the webhook, and navigate to the advanced settings.

In the advanced settings, locate the webhook URL field and paste the copied webhook URL. After pasting, click on ‘Save’ to update the settings. Now, whenever a sale is made, the details will be sent to Pabbly Connect automatically.

Next, make a test sale in Instamojo to verify that the webhook is functioning correctly. Once the sale is made, return to Pabbly Connect to check if the response has been received, confirming the connection is successful.

4. Setting Up the Action Step with Digisigner

After confirming the webhook connection, the next step is to set up the action in Pabbly Connect. The action will be to send a signature request through Digisigner once a new sale is confirmed. To do this, select ‘Digisigner’ as your action application.

Set the action event to ‘Send Signature Request’ and connect your Digisigner account to Pabbly Connect. You will need to provide your API key from your Digisigner account settings. Once connected, you will set up the details for the signature request, including the document ID and email subject.

• Input the document ID for the non-disclosure agreement.
• Set the email subject and message body for the signature request.
• Map the customer’s name and email from the Instamojo sale response.

>After filling out the necessary information, click on ‘Send Test’ to verify that the signature request is sent successfully.

5. Verifying the Signature Request in Gmail

Once the test is complete, check your Gmail account to verify that the signature request has been sent. You should receive an email from Digisigner containing the details of the non-disclosure agreement. This confirms that the integration between Instamojo and Digisigner via Pabbly Connect is working as intended.

Open the email to ensure that it includes the correct message and attachment. The email should greet the customer by name and provide instructions for signing the document. This automated process significantly speeds up the transaction flow, ensuring that necessary agreements are signed promptly.

In summary, you have successfully set up a workflow using Pabbly Connect that automates the process of sending signature requests upon receiving a new sale in Instamojo. This integration not only saves time but also enhances your business efficiency.

Conclusion

In this tutorial, we demonstrated how to automate signature requests using Pabbly Connect with Instamojo and Digisigner. By following these steps, you can streamline your business processes and enhance customer experience. Using Pabbly Connect allows you to efficiently manage signature requests, ensuring timely agreements for your services.