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How to connect Alegra and Docusign
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Docusign will be your first step. To do this, click "Choose an app," find Alegra or Docusign, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Alegra 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 Alegra 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 Alegra 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 Alegra, 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 Alegra and Docusign integration works as expected. Depending on your setup, data should flow between Alegra 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 Alegra and Docusign
Alegra + Docusign + Google Drive: When a new sales invoice is created in Alegra, a contract is sent for signature via Docusign. Once the contract is signed, the signed document is automatically downloaded and stored in a designated folder in Google Drive.
Docusign + Alegra + Slack: Upon a contract being signed in Docusign, the system checks for a related Alegra invoice. If a corresponding invoice is found, a notification is sent to a specified Slack channel to inform the finance team about the signed contract.
Alegra and Docusign integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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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FAQ Alegra and Docusign
How can I connect my Alegra account to Docusign using Latenode?
To connect your Alegra account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after new Alegra invoices?
Yes, you can! Latenode's visual editor makes this simple. Trigger workflows based on Alegra invoice events, then automatically dispatch contracts via Docusign. Save time and ensure prompt client agreements.
What types of tasks can I perform by integrating Alegra with Docusign?
Integrating Alegra with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a new customer is added in Alegra.
- Updating Alegra records when a Docusign envelope is completed.
- Creating new invoices in Alegra from signed Docusign contracts.
- Archiving signed Docusign documents directly within Alegra contacts.
- Triggering payment reminders in Alegra upon contract signature in Docusign.
Can I use JavaScript to customize my Alegra + Docusign flows?
Yes! Latenode allows incorporating custom JavaScript code for advanced Alegra and Docusign logic. Tailor your automation to specific business needs.
Are there any limitations to the Alegra and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document manipulations might require custom JavaScript code.
- Rate limits apply to both Alegra and Docusign APIs.
- Some advanced Docusign features might need direct API calls.
