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How to connect Circle and Docusign
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Docusign will be your first step. To do this, click "Choose an app," find Circle or Docusign, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Docusign integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Docusign
Circle + Docusign + Slack: When a new member joins a Circle community, trigger a Docusign envelope using a template. Upon completion of the envelope, notify admins on Slack with a public channel message.
Docusign + Circle + Airtable: When a Docusign envelope status is updated, find the corresponding member in Circle and create a new record in Airtable with the contract details and member information.
Circle and Docusign integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle and Docusign
How can I connect my Circle account to Docusign using Latenode?
To connect your Circle account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract signing after community event?
Yes, you can! Latenode lets you trigger Docusign envelopes upon Circle events. Streamline agreements and onboarding with automated workflows, reducing manual effort and speeding up processes.
What types of tasks can I perform by integrating Circle with Docusign?
Integrating Circle with Docusign allows you to perform various tasks, including:
- Automatically send contracts to new Circle community members.
- Trigger Docusign envelopes when specific Circle tags are applied.
- Update Circle profiles upon completion of Docusign agreements.
- Archive completed Docusign documents in a designated Circle space.
- Send Circle notifications when a Docusign envelope is signed.
How do I handle errors during Circle and Docusign automation?
Latenode provides robust error handling, allowing you to define custom error paths and receive alerts for failed Circle and Docusign workflows.
Are there any limitations to the Circle and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates with advanced logic may require custom JavaScript code.
- Rate limits imposed by Circle and Docusign may affect high-volume workflows.
- Initial setup requires a clear understanding of both Circle and Docusign APIs.
