Asking for signatures from HelloSign for new Gravity Forms submissions
If you want to have your Gravity Forms submissions automatically request a signature, you can do that using Zapier.
You will need:
To connect your Gravity Forms account to Zapier, you will need the Gravity Forms plugin with the Zapier add-on installed. You will also need a form created in Gravity forms. To get started with Gravity forms, and for information on creating forms and installing the add-ons that you will need, check here. Information for getting started with Gravity Forms on Zapier can be found here.
To connect your HelloSign account to Gravity Forms, you will need an active HelloSign API account, and you will need at least one active template set up. For more on getting started with HelloSign, including information on how to create a new template, start here. To learn more about getting started with HelloSign on Zapier, check here.
- Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.
- Choose your HelloSign account from the list of accounts, or connect a new account.
- Choose the HelloSign Template you would like to send with the Zap interaction. You may also wish to select Gravity Forms fields for Title, Subject, and Message.
- Import the Gravity Forms fields that you wish to use for the Name and Email Address of the recipient of your Template.
- Click Save + Finish.
Now test the Zap to make sure it works. Once you’re satisfied with the results, new submissions in Gravity Forms will automatically receive a request for signature via HelloSign.
Note: if you ever want to change this Gravity Forms and HelloSign integration, just go to your Zapier dashboard and tweak anything you’d like.