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How to connect Basin and Signnow
Create a New Scenario to Connect Basin and Signnow
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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Signnow will be your first step. To do this, click "Choose an app," find Basin or Signnow, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Signnow Node
Next, click the plus (+) icon on the Basin node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Basin and Signnow 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 Basin and Signnow 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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Save and Activate the Scenario
After configuring Basin, Signnow, 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 Basin and Signnow integration works as expected. Depending on your setup, data should flow between Basin and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Basin and Signnow
Basin + Signnow + Slack: When a new submission is received in Basin, a document is created from a template in SignNow and sent for signature. Once sent, a notification is posted to a Slack channel.
Signnow + Basin + Google Sheets: When a new event occurs in SignNow (e.g., a document is signed), the data is captured via a Basin form submission and then added as a new row in a Google Sheet.
Basin and Signnow integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Basin and Signnow
How can I connect my Basin account to Signnow using Latenode?
To connect your Basin account to Signnow on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Signnow documents when a Basin form is submitted?
Yes, you can! Latenode allows triggering Signnow document sending upon Basin form submissions. Automate routine processes and save time with Latenode's visual flow builder.
What types of tasks can I perform by integrating Basin with Signnow?
Integrating Basin with Signnow allows you to perform various tasks, including:
- Automatically send a Signnow contract when a new lead submits a form.
- Store completed Signnow documents in a cloud storage platform.
- Update a CRM with the status of a Signnow document.
- Create personalized Signnow documents from Basin form data.
- Trigger email notifications upon Signnow document completion.
How can I handle errors if the Signnow document fails to send?
Latenode's error handling allows you to configure fallback actions, sending notifications or logging details for seamless automation.
Are there any limitations to the Basin and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Signnow template modifications require JavaScript knowledge.
- Complex conditional logic may require creating multiple workflows.
- Large volumes of document processing may impact execution time.
