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How to connect Delighted and Docusign
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or Docusign will be your first step. To do this, click "Choose an app," find Delighted or Docusign, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted 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 Delighted 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 Delighted 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 Delighted, 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 Delighted and Docusign integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and Docusign
Delighted + Slack + Docusign: When a customer submits a new response in Delighted with a low score, a notification is sent to a Slack channel. A Docusign envelope is then sent to the customer using a predefined template to address their concerns.
Docusign + Delighted + Salesforce: When a Docusign envelope status is updated to completed, a survey is sent to the customer via Delighted to gauge their onboarding experience. The survey response is then logged in Salesforce as a new record.
Delighted and Docusign integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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 Delighted and Docusign
How can I connect my Delighted account to Docusign using Latenode?
To connect your Delighted account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after a positive survey?
Yes! Latenode enables this. Trigger Docusign envelopes based on Delighted survey results. Automate with logic blocks, JavaScript, and AI to customize document flows based on user feedback.
What types of tasks can I perform by integrating Delighted with Docusign?
Integrating Delighted with Docusign allows you to perform various tasks, including:
- Send personalized contracts after positive feedback is received.
- Automatically update customer records after document signing.
- Trigger satisfaction surveys after contract completion.
- Store signed documents and survey responses in a centralized location.
- Generate reports combining feedback and contract data.
How can I use Delighted data to personalize Docusign contracts?
Latenode lets you map Delighted feedback to Docusign fields. Use JavaScript or AI to tailor contract terms based on customer sentiment, driving higher conversion rates.
Are there any limitations to the Delighted and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding.
- Large-scale data processing could hit API rate limits.
- Custom Docusign templates require prior setup within Docusign.
