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How to connect Docusign and Beehiiv
Create a New Scenario to Connect Docusign and Beehiiv
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 Beehiiv will be your first step. To do this, click "Choose an app," find Docusign or Beehiiv, 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 Beehiiv Node
Next, click the plus (+) icon on the Docusign node, select Beehiiv from the list of available apps, and choose the action you need from the list of nodes within Beehiiv.
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Authenticate Beehiiv
Now, click the Beehiiv node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beehiiv settings. Authentication allows you to use Beehiiv through Latenode.
Configure the Docusign and Beehiiv 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 Beehiiv 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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Beehiiv
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, Beehiiv, 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 Beehiiv integration works as expected. Depending on your setup, data should flow between Docusign and Beehiiv (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 Beehiiv
Docusign + Slack: When a document in DocuSign is signed (Envelope Status Updated), a notification is sent to a dedicated Slack channel using Send Public Channel Message to inform the team that the document has been successfully signed.
Beehiiv + Docusign + Google Sheets: When a new subscriber is created in Beehiiv, a DocuSign envelope is sent using a template. The information regarding the subscriber is then tracked and added to a Google Sheet.
Docusign and Beehiiv 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 Beehiiv
Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.
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See how Latenode works
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FAQ Docusign and Beehiiv
How can I connect my Docusign account to Beehiiv using Latenode?
To connect your Docusign account to Beehiiv 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 Beehiiv accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new signers to my Beehiiv list?
Yes, you can! Latenode lets you automate adding Docusign signers to Beehiiv, ensuring seamless list growth and engagement. Leverage advanced logic for custom segmentation.
What types of tasks can I perform by integrating Docusign with Beehiiv?
Integrating Docusign with Beehiiv allows you to perform various tasks, including:
- Adding new Docusign signers automatically as subscribers in Beehiiv.
- Triggering personalized email sequences upon document completion.
- Updating subscriber information in Beehiiv based on Docusign data.
- Creating segments in Beehiiv based on document types signed.
- Sending document reminders through Beehiiv using conditional logic.
How secure is the Docusign connection on Latenode?
Latenode employs enterprise-grade security, ensuring your Docusign and Beehiiv data is protected with encryption and secure authentication methods.
Are there any limitations to the Docusign and Beehiiv integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates with dynamic fields might require custom JavaScript coding.
- Very high volumes of documents may require scaling your Latenode instance.
- Real-time data synchronization depends on the Docusign API's rate limits.
