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How to connect Docusign and Miro
Create a New Scenario to Connect Docusign and Miro
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 Miro will be your first step. To do this, click "Choose an app," find Docusign or Miro, 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 Miro Node
Next, click the plus (+) icon on the Docusign node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
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Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Docusign and Miro 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 Miro 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, Miro, 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 Miro integration works as expected. Depending on your setup, data should flow between Docusign and Miro (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 Miro
DocuSign + Slack: When a DocuSign envelope status is updated to 'signed', a notification is sent to a designated Slack channel to inform the relevant teams.
Miro + DocuSign + Google Drive: When a new board is created in Miro, automatically create a DocuSign contract using a template and then store the completed document in a specified Google Drive folder.
Docusign and Miro 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 Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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See how Latenode works
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FAQ Docusign and Miro
How can I connect my Docusign account to Miro using Latenode?
To connect your Docusign account to Miro 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 Miro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Miro boards when a document is signed in Docusign?
Yes, you can! Latenode's visual editor simplifies this. Trigger updates in Miro directly after document signatures, ensuring your team always has the latest information readily available.
What types of tasks can I perform by integrating Docusign with Miro?
Integrating Docusign with Miro allows you to perform various tasks, including:
- Automatically create Miro boards from signed Docusign contracts.
- Add signed documents from Docusign to Miro boards for collaborative review.
- Update Miro task statuses when a Docusign agreement reaches a specific stage.
- Trigger Docusign signature requests directly from within Miro boards.
- Archive Miro boards after Docusign agreements are fully executed.
What level of Docusign account is required to use the integration?
Latenode supports Docusign integrations with most account levels, including the basic API access offered in many standard plans.
Are there any limitations to the Docusign and Miro 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 integration.
- Miro API rate limits may affect high-volume, real-time updates.
- Some advanced Docusign features need higher tier accounts to use via their API.
