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How to connect Cloze and Docusign
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Docusign will be your first step. To do this, click "Choose an app," find Cloze or Docusign, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Docusign integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Docusign
Cloze + Docusign + Google Sheets: When a contract's envelope status is updated in Docusign, this flow finds the corresponding row in Google Sheets using data from Cloze. It then updates that row with the new contract status from Docusign, providing real-time sales reporting.
Docusign + Cloze + Slack: When a contract is signed in Docusign (envelope status updated), this flow identifies the Cloze deal owner and sends a Slack message to them and a designated channel, notifying them of the completed contract.
Cloze and Docusign integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Docusign
How can I connect my Cloze account to Docusign using Latenode?
To connect your Cloze account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts from Cloze upon deal stage change?
Yes, trigger Docusign envelopes directly from Cloze stage changes using Latenode. Benefit: reduce manual contract sending and accelerate sales cycles with automated workflows.
What types of tasks can I perform by integrating Cloze with Docusign?
Integrating Cloze with Docusign allows you to perform various tasks, including:
- Automatically send a contract when a deal reaches a specific stage.
- Update Cloze opportunities when a Docusign envelope is completed.
- Create new Cloze contacts from Docusign recipient information.
- Archive signed documents to a designated cloud storage location.
- Trigger internal notifications upon contract signature using AI-powered analysis.
How do I handle errors during Cloze and Docusign automation on Latenode?
Latenode offers advanced error handling, allowing you to define fallback actions or send alerts upon failure, ensuring process reliability.
Are there any limitations to the Cloze and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- High-volume document processing could impact workflow execution time.
- Custom Docusign templates need to be configured within Docusign first.
