Ryan Peters
Member
Hello,
I am currently working for a search fund and I am having trouble figuring out an automation using Pabbly Connect. I will describe what I need to create, what I have so far, and I will put the link to the workflow as it is right now. I would be extremely grateful if anyone could help. I need to create a workflow that accomplishes the following:
NDAs are sent out to a list of multiple people through docusign, where each of their documents is identical and needs a signature, but they aren't dependent on each other's signatures for the workflow to happen.
When an NDA is signed, that investor automatically receives an email with a link to a data room on the company.
I currently have:
an automation where one email address receives the docusign, signs the document and receives an email automatically.
connect.pabbly.com
What I cannot figure out:
When I add more than one email address, in docusign, if I am sending out the same document to them, each signature is shown, but it is supposed to be private and independent.
- On pabbly connect, I cannot figure out how to make this work for multiple email addresses, because I have to add every email in a list for the "action step", so nothing happens till every email signs, and this does not work.
If anyone could help me accomplish this task, I would be extremely grateful.
I am currently working for a search fund and I am having trouble figuring out an automation using Pabbly Connect. I will describe what I need to create, what I have so far, and I will put the link to the workflow as it is right now. I would be extremely grateful if anyone could help. I need to create a workflow that accomplishes the following:
NDAs are sent out to a list of multiple people through docusign, where each of their documents is identical and needs a signature, but they aren't dependent on each other's signatures for the workflow to happen.
When an NDA is signed, that investor automatically receives an email with a link to a data room on the company.
I currently have:
an automation where one email address receives the docusign, signs the document and receives an email automatically.
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connect.pabbly.com
What I cannot figure out:
When I add more than one email address, in docusign, if I am sending out the same document to them, each signature is shown, but it is supposed to be private and independent.
- On pabbly connect, I cannot figure out how to make this work for multiple email addresses, because I have to add every email in a list for the "action step", so nothing happens till every email signs, and this does not work.
If anyone could help me accomplish this task, I would be extremely grateful.
