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How to connect AITable and Docusign
Create a New Scenario to Connect AITable 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 AITable, triggered by another scenario, or executed manually (for testing purposes). In most cases, AITable or Docusign will be your first step. To do this, click "Choose an app," find AITable or Docusign, and select the appropriate trigger to start the scenario.
Add the AITable Node
Select the AITable node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the AITable node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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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 AITable 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 AITable 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AITable, 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 AITable and Docusign integration works as expected. Depending on your setup, data should flow between AITable 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 AITable and Docusign
Docusign + Slack: When a document is signed in Docusign (Envelope Status Updated), a notification is sent to a specified Slack channel.
Docusign + AITable + Google Sheets: When a document is signed in Docusign (Envelope Status Updated), the envelope details are logged in AITable, and a new row is added to a Google Sheet with relevant information.
AITable and Docusign integration alternatives
About AITable
Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.
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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.
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See how Latenode works
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FAQ AITable and Docusign
How can I connect my AITable account to Docusign using Latenode?
To connect your AITable account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AITable and click on "Connect".
- Authenticate your AITable and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts based on AITable updates?
Yes, you can! Latenode allows triggering Docusign envelopes directly from AITable record changes. Automate workflows visually and use JavaScript for complex logic.
What types of tasks can I perform by integrating AITable with Docusign?
Integrating AITable with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a new record is added to AITable.
- Updating AITable records with the signing status from Docusign.
- Creating Docusign envelopes pre-filled with data from AITable.
- Triggering notifications upon contract completion using AI-powered steps.
- Managing contract workflows and approvals within AITable.
How does Latenode enhance AITable's automation capabilities?
Latenode provides a visual, low-code environment. Extend AITable with JavaScript, AI, and advanced integrations, achieving custom solutions easily.
Are there any limitations to the AITable and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the AITable and Docusign APIs may apply.
- Complex conditional logic may require JavaScript coding in Latenode.
- File size limitations exist for documents sent via Docusign.
