.svg){kind=icon}
How to connect Docusign and AI Agent
Create a New Scenario to Connect Docusign and AI Agent
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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or AI Agent will be your first step. To do this, click "Choose an app," find Docusign or AI Agent, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
+
1
Docusign
Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Docusign node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
1
Docusign
⚙
+
2
AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Docusign and AI Agent 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 Docusign and AI Agent 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
AI Agent
1
Trigger on Webhook
⚙
2
Docusign
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Docusign, AI Agent, 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 Docusign and AI Agent integration works as expected. Depending on your setup, data should flow between Docusign and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Docusign and AI Agent
Docusign + AI Agent + Slack: When a document in Docusign is signed (Envelope Status Updated), the document is downloaded. The AI Agent then summarizes the document, and the summary is posted to a specified Slack channel.
Docusign + AI Agent + Google Sheets: When a document in Docusign is signed (Envelope Status Updated), the AI Agent reviews the document and flags any discrepancies. These findings, along with a link to the original document, are then recorded in a Google Sheet.
Docusign and AI Agent integration alternatives
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.
Related categories
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Docusign and AI Agent
How can I connect my Docusign account to AI Agent using Latenode?
To connect your Docusign account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docusign and click on "Connect".
- Authenticate your Docusign and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically draft contracts using AI and send them for signature?
Yes, you can! Latenode allows you to use AI Agent to draft contract text and then automatically send it via Docusign for signatures. Save time and ensure accuracy with automated workflows.
What types of tasks can I perform by integrating Docusign with AI Agent?
Integrating Docusign with AI Agent allows you to perform various tasks, including:
- Automatically generate personalized contracts from user data.
- Use AI to analyze signed documents for key information.
- Trigger follow-up actions based on contract status changes.
- Extract clauses from signed agreements using AI-powered parsing.
- Create summaries of Docusign agreements using AI for quick reviews.
Can I trigger AI workflows when a document is signed in Docusign?
Yes! Latenode allows you to trigger AI Agent workflows instantly when a document is signed, creating powerful automated responses and actions.
Are there any limitations to the Docusign and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Docusign and AI Agent APIs may affect high-volume workflows.
- Advanced AI Agent features may require a paid subscription.
- Complex document parsing may require custom JavaScript code.
