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Automatically send contracts via Cleverreach email campaigns and track signed documents in Signnow. Latenode’s visual editor and affordable pricing simplifies automating the entire contract workflow. Gain full control by adding custom JavaScript functions.
Connect Cleverreach and Signnow in minutes with Latenode.
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Create a New Scenario to Connect Cleverreach 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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Signnow will be your first step. To do this, click "Choose an app," find Cleverreach or Signnow, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
Cleverreach
Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Signnow Node
Next, click the plus (+) icon on the Cleverreach node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
Cleverreach
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Signnow
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 Cleverreach 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 Cleverreach and Signnow Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Signnow
Trigger on Webhook
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Cleverreach
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cleverreach, 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 Cleverreach and Signnow integration works as expected. Depending on your setup, data should flow between Cleverreach and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cleverreach + Signnow + HubSpot: When a new subscriber signs up through a Cleverreach form, a contract is automatically sent via Signnow. Once the contract is sent, the contact is updated in HubSpot with the contract information.
Signnow + Cleverreach + Salesforce: When a document is signed in Signnow, trigger a personalized email sequence via Cleverreach. Then, update the contact record in Salesforce with information about the signed document.
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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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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How can I connect my Cleverreach account to Signnow using Latenode?
To connect your Cleverreach account to Signnow on Latenode, follow these steps:
Can I automate newsletter signup after document signing?
Yes, you can! With Latenode, automatically add new Signnow signers to Cleverreach lists. Latenode's visual editor simplifies complex integrations, improving efficiency.
What types of tasks can I perform by integrating Cleverreach with Signnow?
Integrating Cleverreach with Signnow allows you to perform various tasks, including:
How do I handle errors during the Cleverreach Signnow integration?
Latenode provides detailed error logs and debugging tools, plus built-in retry mechanisms, ensuring robust and reliable automation workflows.
Are there any limitations to the Cleverreach and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: