Docusign and JobNimbus Integration

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Automatically trigger Docusign contract sends when JobNimbus job statuses change, ensuring prompt document delivery. Latenode’s visual editor simplifies the automation, while affordable execution-based pricing helps you scale smoothly.

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Docusign

JobNimbus

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and JobNimbus

Create a New Scenario to Connect Docusign and JobNimbus

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 JobNimbus will be your first step. To do this, click "Choose an app," find Docusign or JobNimbus, 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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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.

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Connect Docusign

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Run node once

Add the JobNimbus Node

Next, click the plus (+) icon on the Docusign node, select JobNimbus from the list of available apps, and choose the action you need from the list of nodes within JobNimbus.

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Authenticate JobNimbus

Now, click the JobNimbus node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JobNimbus settings. Authentication allows you to use JobNimbus through Latenode.

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Configure the Docusign and JobNimbus Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Docusign and JobNimbus 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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Save and Activate the Scenario

After configuring Docusign, JobNimbus, 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 JobNimbus integration works as expected. Depending on your setup, data should flow between Docusign and JobNimbus (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 JobNimbus

DocuSign + JobNimbus + Slack: When a DocuSign envelope status is updated to 'signed', this triggers the creation of a new job in JobNimbus. Subsequently, a message is sent to a designated Slack channel to notify the project team about the new job.

JobNimbus + Docusign + Google Calendar: When a new job is created in JobNimbus, an envelope is sent using a specified template via DocuSign to the client. Upon sending the envelope, a corresponding event is created in Google Calendar to track the signing deadline or scheduled work.

Docusign and JobNimbus 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 JobNimbus

Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.

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FAQ Docusign and JobNimbus

How can I connect my Docusign account to JobNimbus using Latenode?

To connect your Docusign account to JobNimbus 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 JobNimbus accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update JobNimbus with signed Docusign contracts?

Yes, with Latenode, automatically update JobNimbus using signed Docusign contracts. This saves time and ensures data accuracy by using advanced data mapping, plus handle edge cases using JavaScript.

What types of tasks can I perform by integrating Docusign with JobNimbus?

Integrating Docusign with JobNimbus allows you to perform various tasks, including:

  • Automatically creating a JobNimbus project when a Docusign agreement is completed.
  • Updating customer contact information in JobNimbus from Docusign form data.
  • Sending Docusign envelopes for signature directly from JobNimbus.
  • Triggering invoice creation in JobNimbus after Docusign contract signing.
  • Archiving signed Docusign documents within the related JobNimbus project folder.

What Docusign document types does Latenode support?

Latenode supports a wide range of Docusign documents, including PDFs, Word documents, and text files. Latenode’s file parsing block handles diverse formats.

Are there any limitations to the Docusign and JobNimbus integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document formatting within Docusign might require custom JavaScript for optimal data extraction.
  • The number of Docusign API calls is subject to Docusign's rate limits, potentially affecting high-volume workflows.
  • Initial setup requires familiarity with both Docusign and JobNimbus fields for accurate data mapping.

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