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How to connect Docusign and Grist
Create a New Scenario to Connect Docusign and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Docusign or Grist, 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 Grist Node
Next, click the plus (+) icon on the Docusign node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Docusign and Grist 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 Grist 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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Docusign and Grist (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 Grist
Docusign + Grist + Slack: When a document is fully signed in Docusign, update a specific record in a Grist database and then send a notification to a Slack channel.
Grist + Airtable + Docusign: When a new record is created in Grist, create a new record in Airtable. Then, send a Docusign envelope for approval using a template.
Docusign and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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See how Latenode works
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FAQ Docusign and Grist
How can I connect my Docusign account to Grist using Latenode?
To connect your Docusign account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist from signed Docusign contracts?
Yes, you can! Latenode's visual editor makes this easy. Automatically update Grist with data extracted from completed Docusign documents, improving data accuracy and saving time.
What types of tasks can I perform by integrating Docusign with Grist?
Integrating Docusign with Grist allows you to perform various tasks, including:
- Automatically creating new Grist records from completed Docusign documents.
- Updating existing Grist records with data from signed Docusign contracts.
- Triggering Docusign envelopes to send when new records are added to Grist.
- Generating personalized contracts in Docusign using data from Grist tables.
- Tracking the status of Docusign envelopes directly within your Grist workspace.
How secure is my Docusign data when using Latenode workflows?
Latenode uses industry-standard security measures to protect your data, including encryption and secure authentication protocols.
Are there any limitations to the Docusign and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require custom JavaScript nodes for advanced data extraction.
- Large data volumes in Grist could impact workflow execution speed.
- Real-time synchronization between Docusign and Grist is subject to API rate limits.
