Docusign and Attio Integration

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Automatically update Attio records when documents are signed in Docusign. Latenode's visual editor simplifies setup, and affordable pricing lets you scale document workflows without overspending.

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Docusign

Attio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and Attio

Create a New Scenario to Connect Docusign and Attio

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 Attio will be your first step. To do this, click "Choose an app," find Docusign or Attio, 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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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.

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Connect Docusign

Sign In

Run node once

Add the Attio Node

Next, click the plus (+) icon on the Docusign node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.

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Attio

Authenticate Attio

Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.

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Docusign

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Attio

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Connect Attio

Sign In

Run node once

Configure the Docusign and Attio Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Attio Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Docusign and Attio 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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Save and Activate the Scenario

After configuring Docusign, Attio, 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 Attio integration works as expected. Depending on your setup, data should flow between Docusign and Attio (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 Attio

Docusign + Attio + Slack: When a Docusign envelope status is updated to 'signed', find the corresponding contact in Attio and create a note on their record. Then, send a Slack notification to a designated channel to inform the team about the signed contract.

Attio + Docusign + Google Sheets: When a new entry is created in Attio, find related Docusign envelopes based on shared information (e.g., email). Update a Google Sheet with the new Attio contact details and the status of their Docusign envelope.

Docusign and Attio 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 Attio

Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.

See how Latenode works

FAQ Docusign and Attio

How can I connect my Docusign account to Attio using Latenode?

To connect your Docusign account to Attio 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 Attio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Attio records after a Docusign signature?

Yes, you can! Latenode lets you trigger updates in Attio when a Docusign document is signed, streamlining workflows and ensuring real-time data accuracy. Use no-code blocks or JS for advanced needs.

What types of tasks can I perform by integrating Docusign with Attio?

Integrating Docusign with Attio allows you to perform various tasks, including:

  • Automatically create new Attio contacts from Docusign form data.
  • Update contact details in Attio when a Docusign agreement is completed.
  • Trigger personalized email campaigns in Attio post-Docusign signature.
  • Create Docusign envelopes directly from Attio record updates.
  • Log Docusign completion dates and document links within Attio.

What kind of Docusign events can trigger workflows in Latenode?

Latenode supports triggers for envelope creation, completion, voiding, and signing events; tailor automations based on real-time Docusign status.

Are there any limitations to the Docusign and Attio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by Docusign and Attio APIs may affect high-volume workflows.
  • Advanced Docusign features might require custom JavaScript coding in Latenode.
  • Initial setup requires API keys and permissions from both Docusign and Attio.

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