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How to connect Docusign and Cloze
Create a New Scenario to Connect Docusign and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Docusign or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Docusign node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Docusign and Cloze 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 Cloze 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 Docusign, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Docusign and Cloze (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 Cloze
Docusign + Cloze + Google Sheets: When a DocuSign envelope status is updated to completed, the flow retrieves the envelope details and the corresponding contact details from Cloze. It then adds a new row to a Google Sheet with the contract details and client information for tracking.
Docusign + Cloze + Slack: When a DocuSign envelope status is updated, the flow identifies the corresponding Cloze contact. If a contact is found, a Slack message is sent to a specified channel to alert the sales team about the signed contract.
Docusign and Cloze 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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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FAQ Docusign and Cloze
How can I connect my Docusign account to Cloze using Latenode?
To connect your Docusign account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze when a Docusign document is completed?
Yes, with Latenode, you can! Trigger updates in Cloze from Docusign events to keep your CRM current. Latenode ensures seamless data flow without manual data entry.
What types of tasks can I perform by integrating Docusign with Cloze?
Integrating Docusign with Cloze allows you to perform various tasks, including:
- Automatically creating Cloze contacts from new Docusign signers.
- Updating Cloze deals when a Docusign agreement is fully executed.
- Triggering email sequences in Cloze upon Docusign document completion.
- Logging Docusign activity within the corresponding Cloze project.
- Generating Docusign envelopes directly from new Cloze opportunities.
How secure is my Docusign data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Docusign and Cloze data.
Are there any limitations to the Docusign and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large document parsing might require more processing time.
- Complex conditional logic in Docusign may require custom JavaScript code.
- Rate limits imposed by Docusign and Cloze APIs apply.
