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Automatically send contracts from Magento 2(OpenSource) upon order creation to Docusign for signatures. Latenode's visual editor and affordable pricing makes automating this process simple, scalable, and customizable with JavaScript for unique workflows.
Connect Docusign and Magento 2(OpenSource) in minutes with Latenode.
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Create a New Scenario to Connect Docusign and Magento 2(OpenSource)
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 Magento 2(OpenSource) will be your first step. To do this, click "Choose an app," find Docusign or Magento 2(OpenSource), 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.
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 Magento 2(OpenSource) Node
Next, click the plus (+) icon on the Docusign node, select Magento 2(OpenSource) from the list of available apps, and choose the action you need from the list of nodes within Magento 2(OpenSource).
Docusign
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Magento 2(OpenSource)
Authenticate Magento 2(OpenSource)
Now, click the Magento 2(OpenSource) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento 2(OpenSource) settings. Authentication allows you to use Magento 2(OpenSource) through Latenode.
Configure the Docusign and Magento 2(OpenSource) 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 Magento 2(OpenSource) Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Magento 2(OpenSource)
Trigger on Webhook
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Docusign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Docusign, Magento 2(OpenSource), 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 Magento 2(OpenSource) integration works as expected. Depending on your setup, data should flow between Docusign and Magento 2(OpenSource) (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docusign + Magento 2(OpenSource) + Slack: When an envelope is signed in Docusign, find the user by email and then post a message to Slack to finalize the order in Magento 2(OpenSource).
Magento 2(OpenSource) + Docusign + Pipedrive: When a new order is placed in Magento 2(OpenSource), send a contract using a template from Docusign and update the deal stage in Pipedrive.
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 Magento 2(OpenSource)
Automate Magento 2(OpenSource) order processing, inventory updates, or customer communication within Latenode. Sync product data, trigger email campaigns, or update databases. Solve complex e-commerce automation needs with visual flows, JavaScript, and direct API calls, avoiding manual tasks. Latenode brings scalability and customization beyond Magento's defaults.
Related categories
How can I connect my Docusign account to Magento 2(OpenSource) using Latenode?
To connect your Docusign account to Magento 2(OpenSource) on Latenode, follow these steps:
Can I automate contract signing after checkout using Docusign and Magento 2(OpenSource) integration?
Yes, easily! Latenode allows automated triggers, ensuring instant contract delivery post-checkout. This saves time and increases conversion rates by streamlining document workflows.
What types of tasks can I perform by integrating Docusign with Magento 2(OpenSource)?
Integrating Docusign with Magento 2(OpenSource) allows you to perform various tasks, including:
How secure is Docusign integration on Latenode's automation platform?
Latenode employs robust encryption and security protocols, ensuring your Docusign and Magento 2(OpenSource) data is always protected during transfer and at rest.
Are there any limitations to the Docusign and Magento 2(OpenSource) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: