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How to connect Docusign and HeyGen
Create a New Scenario to Connect Docusign and HeyGen
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 HeyGen will be your first step. To do this, click "Choose an app," find Docusign or HeyGen, 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 HeyGen Node
Next, click the plus (+) icon on the Docusign node, select HeyGen from the list of available apps, and choose the action you need from the list of nodes within HeyGen.
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Authenticate HeyGen
Now, click the HeyGen node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HeyGen settings. Authentication allows you to use HeyGen through Latenode.
Configure the Docusign and HeyGen 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 HeyGen 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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HeyGen
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, HeyGen, 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 HeyGen integration works as expected. Depending on your setup, data should flow between Docusign and HeyGen (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 HeyGen
Docusign + HeyGen + Slack: When a Docusign envelope status is updated (e.g., signed), a personalized welcome video is generated using HeyGen. A congratulatory message, including the video link, is then sent to a Slack channel.
Docusign + HeyGen + Gmail: Upon a Docusign envelope status update indicating a signed contract, a personalized video summary is generated using HeyGen. Then, the signed document is downloaded from Docusign, and both the signed document and the video summary are sent to the client via Gmail.
Docusign and HeyGen 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 HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
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See how Latenode works
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FAQ Docusign and HeyGen
How can I connect my Docusign account to HeyGen using Latenode?
To connect your Docusign account to HeyGen 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 HeyGen accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate personalized video contract reminders?
Yes! Latenode lets you trigger HeyGen videos upon Docusign events, ensuring timely, personalized contract follow-ups. Boost engagement with automated workflows and custom logic!
What types of tasks can I perform by integrating Docusign with HeyGen?
Integrating Docusign with HeyGen allows you to perform various tasks, including:
- Create personalized video messages based on Docusign signing events.
- Generate and send video summaries of signed documents via HeyGen.
- Automatically update contact details in HeyGen after Docusign completion.
- Send video thank-you notes upon successful Docusign agreement.
- Trigger internal notifications with signed document summaries using HeyGen.
How do I handle errors between Docusign and HeyGen within Latenode?
Latenode provides robust error handling. You can set up alerts or trigger fallback actions via JavaScript to handle integration issues effectively.
Are there any limitations to the Docusign and HeyGen integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require custom JavaScript for optimal data extraction.
- HeyGen's API limits might affect high-volume video generation workflows.
- Certain advanced Docusign features require specific plan levels for API access.
