Integrating Signature Requests with Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate signature requests using Pabbly Connect with Instam Mojo and Digisigner. Streamline your business processes effectively! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Signature requests using Pabbly Connect, first, access the platform. Open your browser and search for Pabbly Connect. Once on the landing page, you can either sign in or sign up for a free account. using Pabbly Connect

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This process is quick and only takes about two minutes. With Pabbly Connect, you can automate tasks without any coding skills.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button. A window will pop up asking you to name your workflow. Name it something like ‘Send Signature Requests Using Digisigner on Instam Mojo Sale’. using Pabbly Connect

• Click on ‘Create’ to proceed.
• You will see a dashboard with two boxes: Trigger and Action.
• Set up your Trigger application, which will be Instam Mojo.

In this workflow, the trigger is the first step that gets executed. After setting up your trigger, you will set up actions that follow. Pabbly Connect makes this process seamless and efficient, allowing you to automate tasks easily.

3. Setting Up the Trigger in Pabbly Connect

In your Pabbly Connect workflow, the next step is to set up the trigger. Search for the trigger application, which in this case is Instam Mojo. Select Instam Mojo V1 as your application. using Pabbly Connect

Now, select the trigger event as ‘New Sale’. This event will activate whenever a new sale is made in Instam Mojo. To connect Instam Mojo with Pabbly Connect, you will need to use the Webhook URL provided by Pabbly Connect.

• Copy the Webhook URL from Pabbly Connect.
• Go to your Instam Mojo account and navigate to the product settings.
• Paste the Webhook URL in the Advanced Settings section.

After saving the Webhook URL, Pabbly Connect will wait for a response from Instam Mojo once a sale is made. This integration is crucial for automating the signature request process.

4. Sending Signature Requests Using Pabbly Connect

Once you have set up the trigger and received a sale response in Pabbly Connect, the next step is to send the signature request. To do this, you will add an action step that utilizes Digisigner. using Pabbly Connect

Search for Digisigner in the action application section. Select ‘Send Signature Request’ as the action event. You will need to connect Digisigner with Pabbly Connect by providing your API key.

Log into your Digisigner account to find your API key. Copy the API key and paste it into Pabbly Connect. Fill in the document ID and other necessary fields to complete the signature request setup.

By using Pabbly Connect, you can automate the sending of signature requests, ensuring that your customers receive their non-disclosure agreements promptly after making a purchase.

5. Testing and Finalizing the Integration

After setting everything up, it’s time to test the integration. Make a test sale in Instam Mojo to see if the signature request is sent through Digisigner. Pabbly Connect will capture the sale details and trigger the signature request. using Pabbly Connect

Check your Gmail to verify that the signature request email has been sent successfully. The email should contain the non-disclosure agreement and a message tailored for your customer. This confirms that the integration between Instam Mojo and Digisigner via Pabbly Connect is working perfectly.

Once everything is confirmed, you can finalize your workflow in Pabbly Connect. This integration will now automatically send signature requests for every new sale, streamlining your business processes effectively.

Conclusion

In this tutorial, we explored how to integrate Signature requests using Pabbly Connect with Instam Mojo and Digisigner. By automating this process, businesses can enhance efficiency and ensure timely document handling.