Integrating Elementor and DocuSign with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Elementor and DocuSign using Pabbly Connect for automated document signing. Follow our detailed tutorial for seamless automation. 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 start the integration process, you first need to access Pabbly Connect. Simply open your browser and navigate to the Pabbly Connect homepage by entering the URL.

Once on the homepage, you will see options to sign in or sign up. If you are an existing user, click on the ‘Sign In’ button. If you are new, click on ‘Sign Up for Free’ to create an account. This process takes just a couple of minutes and allows you to explore the platform with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ option.

• Provide a name for your workflow, such as ‘Automatically Share Documents for Signature via DocuSign on Elementor Form Submission’.
• Select a folder to save your workflow, such as ‘Automations for Task Management’.
• Click on ‘Create’ to proceed to the next screen.

Once you have set up your workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger will be set to Elementor, and the action will be set to DocuSign. This setup allows you to automate the process of sending documents for signatures when a form is submitted via Elementor.

3. Setting Up the Trigger in Elementor

Now, let’s set up the trigger in Pabbly Connect by selecting Elementor as the trigger application. Choose the trigger event ‘New Form Submission’ to capture the form responses.

Once selected, you will receive a Webhook URL from Pabbly Connect. This URL acts as a bridge for transferring data from Elementor to Pabbly Connect whenever a form is submitted. Copy this URL and proceed to your WordPress site.

• Edit your Elementor form by selecting ‘Edit with Elementor’.
• Navigate to the ‘Actions After Submit’ section and click the plus icon.
• Select ‘Webhook’ and paste the copied URL into the Webhook URL field.

After saving these settings, your Elementor form will now send data to Pabbly Connect every time it is submitted, triggering the automation workflow.

4. Configuring the DocuSign Action in Pabbly Connect

After successfully capturing the form submission data, the next step is to configure the action in Pabbly Connect using DocuSign. Select DocuSign as your action application and choose the event ‘Create Signature Request’.

Click on ‘Connect’ to build a connection with your DocuSign account. If you are already logged in, you can use the existing connection or create a new one. Once connected, you will be prompted to fill in the necessary fields to send the signature request.

Select the account name and base URL. Choose the template for the document, such as ‘Agreement’. Map the client’s name and email from the previous response.

After filling in these details, click on ‘Save and Send Test Request’. This will send a test email to the client with the document for signature, completing the automation setup.

5. Testing the Integration Between Elementor and DocuSign

With the integration now set up, it’s time to test the automation. Go back to your Elementor form and submit a test entry with dummy details. Once you submit the form, Pabbly Connect should capture the response.

After the submission, check your email for the signature request from DocuSign. If everything is configured correctly, you will receive an email containing the document to be signed. This confirms that the integration is working as intended.

You can repeat this process with different test submissions to ensure that the automation consistently sends documents for signatures via DocuSign. This demonstrates the effectiveness of using Pabbly Connect to automate workflows between applications.

Conclusion

In this tutorial, we explored how to integrate Elementor and DocuSign using Pabbly Connect. This automation streamlines the document signing process, making it efficient and hassle-free for clients. By following these steps, you can easily set up similar integrations for your own workflows.