.svg){kind=icon}
How to connect Docusign and Contacts+
Create a New Scenario to Connect Docusign and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Docusign or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Docusign node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
1
Docusign
⚙
+
2
Contacts+
Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Docusign and Contacts+ 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 Contacts+ 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
Contacts+
1
Trigger on Webhook
⚙
2
Docusign
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Docusign, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Docusign and Contacts+ (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 Contacts+
Docusign + Contacts+ + Slack: When a Docusign envelope status is updated (e.g., signed), this automation updates the corresponding contact details in Contacts+ and sends a confirmation message via Slack.
Contacts+ + Docusign + Google Sheets: When a new contact is created in Contacts+, an envelope is automatically sent using a Docusign template. The details of the envelope are then logged in a Google Sheets spreadsheet for tracking.
Docusign and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Docusign and Contacts+
How can I connect my Docusign account to Contacts+ using Latenode?
To connect your Docusign account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Contacts+ after a Docusign envelope is completed?
Yes, you can! Latenode enables automated updates using triggers and actions. Automatically keep your Contacts+ records current, saving manual entry time and ensuring data accuracy.
What types of tasks can I perform by integrating Docusign with Contacts+?
Integrating Docusign with Contacts+ allows you to perform various tasks, including:
- Automatically creating a new Contact+ contact after a Docusign agreement.
- Updating contact information in Contacts+ based on data from a signed document.
- Adding a tag to a Contact+ contact when a Docusign envelope is completed.
- Sending a personalized thank you email via Contacts+ after document signing.
- Triggering a follow-up sequence in Contacts+ for new Docusign signees.
Can I use JavaScript to manipulate data between Docusign and Contacts+?
Yes, with Latenode you can use JavaScript blocks to transform data, offering flexibility beyond standard integrations for complex data mapping requirements.
Are there any limitations to the Docusign and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Docusign and Contacts+ APIs may affect high-volume workflows.
- Advanced document parsing beyond basic field extraction may require custom JavaScript.
- Real-time synchronization depends on API availability and can experience delays.
