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How to connect Businessmap and Docusign
Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Docusign will be your first step. To do this, click "Choose an app," find Businessmap or Docusign, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
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Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap 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 Businessmap 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 Businessmap 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 Businessmap, 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 Businessmap and Docusign integration works as expected. Depending on your setup, data should flow between Businessmap 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 Businessmap and Docusign
Businessmap + Docusign + Slack: When a card in Businessmap reaches a specific phase (defined as a trigger event), a contract is sent via DocuSign using a template. Once the contract is sent, a notification is posted to a designated Slack channel.
Docusign + Businessmap + Google Sheets: When a document is signed in DocuSign (Envelope Status Updated), the Businessmap card linked to the document is updated and the information is logged in a Google Sheet.
Businessmap and Docusign integration alternatives
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 Businessmap and Docusign
How can I connect my Businessmap account to Docusign using Latenode?
To connect your Businessmap account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Businessmap and click on "Connect".
- Authenticate your Businessmap and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when a Businessmap card moves?
Yes, you can! Latenode lets you trigger Docusign envelopes when a Businessmap card changes status. Automate legal workflows, ensure faster approvals and streamline project progression with ease.
What types of tasks can I perform by integrating Businessmap with Docusign?
Integrating Businessmap with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a specific Businessmap card reaches a certain stage.
- Updating Businessmap cards when a Docusign envelope is completed or signed.
- Creating Docusign envelopes directly from new cards created in Businessmap.
- Storing signed documents from Docusign directly within the relevant Businessmap card.
- Triggering alerts or notifications when contracts are fully executed in Docusign.
How can I handle errors in my Businessmap Docusign workflows?
Latenode provides robust error handling. You can set up notifications and logic to automatically retry failed actions or escalate errors for manual review ensuring seamless operation.
Are there any limitations to the Businessmap and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign envelope configurations may require custom JavaScript for advanced manipulations.
- The number of API calls available depends on your Businessmap and Docusign subscription plans.
- Initial setup requires correctly mapping fields between Businessmap and Docusign data structures.
