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How to connect Docusign and Alegra
Create a New Scenario to Connect Docusign and Alegra
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 Alegra will be your first step. To do this, click "Choose an app," find Docusign or Alegra, 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.
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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 Alegra Node
Next, click the plus (+) icon on the Docusign node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Alegra
Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Docusign and Alegra 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 Alegra 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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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, Alegra, 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 Alegra integration works as expected. Depending on your setup, data should flow between Docusign and Alegra (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 Alegra
Docusign + Alegra + Google Sheets: When a document is signed in Docusign, create a sales invoice in Alegra and log the document details in a Google Sheet for tracking.
Alegra + Docusign + Slack: When a new invoice is created in Alegra, check if a related document awaiting signature exists in Docusign, and then send a Slack message to a specified channel with details about the new invoice.
Docusign and Alegra 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.
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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ Docusign and Alegra
How can I connect my Docusign account to Alegra using Latenode?
To connect your Docusign account to Alegra 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 Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra with Docusign signature data?
Yes, you can. Latenode enables real-time data synchronization between Docusign and Alegra, automatically updating records in Alegra when a document is signed in Docusign. Reduce manual data entry and ensure accuracy.
What types of tasks can I perform by integrating Docusign with Alegra?
Integrating Docusign with Alegra allows you to perform various tasks, including:
- Automatically create invoices in Alegra upon document signature in Docusign.
- Update customer contact information in Alegra from Docusign form data.
- Trigger payment reminders in Alegra when contracts are signed in Docusign.
- Generate sales reports in Alegra based on Docusign contract completion.
- Archive signed Docusign documents within the corresponding Alegra record.
How does Latenode handle Docusign webhooks for real-time updates?
Latenode provides built-in webhook support for Docusign, enabling instant triggers and actions in your workflows. Eliminate polling and get immediate updates.
Are there any limitations to the Docusign and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require custom JavaScript nodes.
- Very high Docusign API usage might incur extra Docusign costs.
- Initial setup requires familiarity with both Docusign and Alegra's APIs.
