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Integrating Trigger with Automation: A Step-by-Step Guide

Learn how to integrate Trigger with Automation, PAB, Gmail, Microsoft Office 365, and more in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Trigger Integration with PAB for Automation

The first step involves using PAB to create an integration that triggers actions based on specific events. In this case, we will connect Trigger with Automation to streamline the process of managing signed documents.

To start this integration, open your browser and search for PAB Connect. You will be directed to the landing page where you can sign in or sign up for free. If you’re new, click on the ‘Sign Up for Free’ button to create an account, which only takes a couple of minutes.

2. Setting Up Trigger with Bunny Dog

Next, we will set up the trigger using Trigger and Bunny Dog. This integration will allow us to automatically create contacts in Microsoft Office 365 when a signed document is received. Start by clicking on the ‘Create Workflow’ button in PAB.

Name your workflow based on your objective, such as ‘Create Microsoft Office 365 Contact for Signed Bunny Dog Document’.
Select Bunny Dog as the trigger application.
Choose the trigger event, which is ‘Signature Request Sign’.

After selecting the trigger, connect Bunny Dog with PAB by clicking on ‘Add New Connection’ and entering your API key from your Bunny Dog account. This key can be found under the settings in the API tab.

3. Action Setup in Microsoft Office 365

Now, we will set up the action to create a new contact in Microsoft Office 365. After configuring the trigger, you will need to add the action step in your workflow. Select Microsoft Office 365 as the action application.

Choose ‘Create Contact’ as the action event.
Connect your Microsoft Office 365 account by clicking on ‘Connect’ and then ‘Add New Connection’.
Accept the permissions to allow PAB to access your account.

Once connected, you will need to map the client details received from Bunny Dog into the fields required for creating the contact, such as the client’s name and email address.

4. Finalizing the Integration and Testing

After mapping the necessary fields, finalize the integration by clicking on ‘Save and Send Test Request’. This step will ensure that the workflow is functioning correctly. Once the test is successful, you will receive a confirmation that a new contact has been created in your Microsoft Office 365 account. using Pabbly Connect

To verify, log into your Microsoft Office 365 account and navigate to the ‘People’ section. Here, you should see the newly created contact with the details pulled directly from the signed document received via Bunny Dog.

This process automates the creation of contacts in Office 365, enhancing communication efficiency with clients.

5. Conclusion: Seamless Integration with Trigger and Automation

In this tutorial, we successfully integrated Trigger with Automation, utilizing PAB, Gmail, and Microsoft Office 365. By setting up the workflow, we ensured that every signed document automatically creates a new contact in Office 365, streamlining client management.

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With this integration, you can enhance your business processes, ensuring that signed documents lead to immediate updates in your contact lists. Start using this automated solution today for better client relationship management.