Integrating Elementor and DocuSign Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Elementor and DocuSign for automated document signing using Pabbly Connect. Follow this detailed guide to streamline your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Elementor with DocuSign, access Pabbly Connect by visiting the URL Pabbly.com/connect in your browser. Once there, you will see options for signing in or signing up for free. If you are a new user, click on the ‘Sign up for free’ button to create an account, which takes just a couple of minutes.

After signing up, you will receive 100 free tasks each month to explore the platform. If you already have an account, simply click on the ‘Sign in’ button. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate document sending. Click on the ‘Create Workflow’ button on your dashboard. A dialog box will prompt you to name your workflow. Enter a name like ‘Automatically Share Documents for Signature via DocuSign on Elementor Form Submission’ and select a folder for organization.

• Click on ‘Create’ to finalize the workflow setup.
• You will be directed to a screen with two windows: Trigger and Action.
• Understand that the Trigger initiates the workflow, while the Action follows based on the Trigger’s command.

For this automation, select Elementor as the Trigger application and DocuSign as the Action application. This setup ensures that whenever a form is submitted in Elementor, a document will be sent via DocuSign for e-signature.

3. Setting Up Elementor as the Trigger in Pabbly Connect

To set up Elementor as the Trigger in Pabbly Connect, select it from the Trigger applications. You will then choose the Trigger event, which in this case is ‘New Form Submission.’ This event will activate the workflow whenever a new form is submitted.

After selecting the Trigger event, you will receive a Webhook URL. This URL is crucial as it acts as a bridge for transferring data from Elementor to Pabbly Connect. Copy this Webhook URL and proceed to your WordPress site where Elementor is installed.

• Edit the form you want to connect with Elementor by selecting ‘Edit with Elementor’.
• Navigate to the ‘Actions After Submit’ option in the left sidebar.
• Click the plus icon and select the ‘Webhook’ option.

Paste the copied Webhook URL into the designated field and click on ‘Update’ to save your settings. This integration allows Pabbly Connect to capture form submissions automatically.

4. Setting Up DocuSign as the Action in Pabbly Connect

Now that Elementor is set up as the Trigger, the next step is to configure DocuSign as the Action in Pabbly Connect. Select DocuSign from the Action applications and choose the action event ‘Create Signature Request.’ This action will send the document for e-signature once the Trigger event occurs.

To establish the connection, click on ‘Connect’ and authenticate your DocuSign account. If you have an existing connection, you can use that, or create a new one. Once connected, you will need to fill out several fields to send the signature request.

Select the account name and Base URL. Choose the template you want to use for the document. Enter the email subject and message for the signature request.

Map the client’s name and email from the form submission to personalize the document request. After completing these fields, click on ‘Save and Send Test Request’ to finalize the setup. This step ensures that the document is sent correctly to the client for e-signature.

5. Testing the Integration Between Elementor and DocuSign

After setting up both the Trigger and Action in Pabbly Connect, it’s essential to test the integration. Go back to your Elementor form and submit a test entry with dummy details. This will trigger the workflow you just created.

After submitting the form, check Pabbly Connect to see if the response has been captured. You should see all the form details, confirming that the connection is successful. Once the response is recorded, the Action step will initiate, and the document will be sent to the specified email address.

Verify that the email is received with the document attached. Check the email subject and content to ensure they match what you configured. Repeat the test with different entries to confirm reliability.

This testing phase validates that the integration between Elementor and DocuSign through Pabbly Connect is functioning as intended, allowing for seamless document signing.

Conclusion

This tutorial provided a comprehensive guide on integrating Elementor and DocuSign using Pabbly Connect. By following these steps, you can automate the document signing process efficiently. Streamlining your workflow not only saves time but also enhances client experience.