.svg){kind=icon}
How to connect AI Agent and Docusign
Create a New Scenario to Connect AI Agent and Docusign
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Docusign will be your first step. To do this, click "Choose an app," find AI Agent or Docusign, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
+
1
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docusign Node
Next, click the plus (+) icon on the AI Agent node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
1
AI Agent
⚙
+
2
Docusign
Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the AI Agent and Docusign Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Docusign Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Docusign
1
Trigger on Webhook
⚙
2
AI Agent
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring AI Agent, Docusign, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Docusign integration works as expected. Depending on your setup, data should flow between AI Agent and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Docusign
Docusign + AI Agent + Slack: When a Docusign envelope status is updated (e.g., signed), the document is processed by an AI Agent to extract key information. A summary of this information is then sent to a dedicated Slack channel.
Docusign + AI Agent + Google Sheets: When a Docusign envelope status is updated (e.g., signed), the document is processed by an AI Agent to extract key data. This data is then added as a new row in a Google Sheet.
AI Agent and Docusign integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
Related categories
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
Related categories
See how Latenode works
.svg)
.png)
FAQ AI Agent and Docusign
How can I connect my AI Agent account to Docusign using Latenode?
To connect your AI Agent account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate Docusign templates with AI Agent outputs?
Yes, you can! Latenode allows dynamic template population, feeding AI Agent data directly into Docusign, saving time and ensuring accuracy. Scale document generation with ease.
What types of tasks can I perform by integrating AI Agent with Docusign?
Integrating AI Agent with Docusign allows you to perform various tasks, including:
- Automatically generate contracts based on AI-processed customer data.
- Use AI to extract key information from documents before sending for signature.
- Automatically route signed documents to relevant departments based on AI analysis.
- Create personalized welcome letters using AI and send them for e-signature.
- Analyze signed documents for compliance and flag any potential issues.
How does Latenode handle AI Agent authentication for Docusign workflows?
Latenode securely manages AI Agent and Docusign credentials, offering a unified and streamlined authentication process, enhancing workflow security.
Are there any limitations to the AI Agent and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent prompt logic may require advanced JavaScript knowledge.
- Docusign API usage is subject to Docusign's rate limits and API quotas.
- Large-scale document processing may require optimized workflow design for performance.
