Automate PDF Signatures & Delivery with PDF Generator API & Gmail

Automate PDF Signatures & Delivery with PDF Generator API & Gmail

Supercharge your document workflow by automating the entire lifecycle of PDF signature collection and delivery with seamless integrations using PDF Generator API and Gmail. This advanced n8n automation workflow ensures that your PDF documents are signed, delivered, and archived without any manual intervention, saving you valuable time and resources.

What this workflow does

• Receives document callbacks through a POST webhook from the PDF Generator API whenever a form is submitted or a document is signed.
• Efficiently routes each event based on whether the document has been signed or if it is yet to be completed.
• Upon form submissions, it logs the signer’s details into a Google Sheets spreadsheet with a status of `Signed = false`.
• For completed, signed documents, it updates the respective Google Sheets entry to `Signed = true` and records the timestamp.
• Utilizes PDF Generator API to optimize and securely download the signed document.
• Automatically emails the signed PDF to the signer through Gmail for seamless delivery.
• Posts a notification to a designated Slack channel to keep your team updated on the workflow's progress.
• Archives a copy of every signed PDF in a specified Google Drive folder, ensuring all documents are organized and accessible.

Use cases

• Remote Contract Execution: Ensure secure and efficient signing of contracts without the hassle of paperwork, perfect for remote teams and global partnerships.
• HR Document Management: Automate onboarding processes by having employees sign HR documents, sending copies to their Gmail, and archiving signed documents automatically.
• Sales Agreement & Invoicing: Streamline sales operations by having clients sign agreements quickly, with signed PDFs sent directly to both parties.

Technical details

• Nodes Used: PDF Generator API, Google Sheets, Gmail, Slack, Google Drive, Webhook, Switch
• Required Integrations: PDF Generator API credentials, Google Sheets access, Gmail integration for automated emails, Slack connectivity for notifications, and Google Drive for storage.
• Setup Note: Ensure that the PDF Generator API template/form callback URL is correctly configured to the workflow's webhook production URL for seamless operation.