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How to connect Docusign and Instantly
Create a New Scenario to Connect Docusign and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Docusign or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Docusign node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Docusign and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Docusign and Instantly (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 Instantly
Docusign + Slack: When a Docusign envelope status is updated, a message is sent to a specified Slack channel to keep the team informed of the latest contract status.
Instantly + Docusign + Google Sheets: When a new lead is created in Instantly, use Docusign to send an envelope. Track envelope statuses in Google Sheets by updating rows with relevant information as the envelope progresses through its workflow.
Docusign and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Docusign and Instantly
How can I connect my Docusign account to Instantly using Latenode?
To connect your Docusign account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send signed contracts for lead nurturing?
Yes! Latenode's visual editor makes it simple to trigger Instantly email sequences upon Docusign contract completion, engaging leads with personalized follow-ups and offers.
What types of tasks can I perform by integrating Docusign with Instantly?
Integrating Docusign with Instantly allows you to perform various tasks, including:
- Automatically sending welcome emails after a contract is signed.
- Updating lead statuses in Instantly based on Docusign activity.
- Triggering personalized email campaigns upon document completion.
- Creating follow-up tasks in Instantly for contract renewals.
- Adding new contacts to Instantly when documents are initiated.
How does Latenode handle Docusign document security?
Latenode uses secure authentication protocols and encryption to protect sensitive document data during the integration process, maintaining data integrity.
Are there any limitations to the Docusign and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates might require custom JavaScript for full compatibility.
- Instantly’s API limits could impact the number of emails sent per hour.
- File size limits in Docusign may affect document processing speed.
