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How to connect Docusign and Moco
Create a New Scenario to Connect Docusign and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Docusign or Moco, 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 Moco Node
Next, click the plus (+) icon on the Docusign node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Docusign and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Docusign and Moco (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 Moco
Docusign + Moco + Slack: When a document is signed in Docusign (Envelope Status Updated), a project is automatically created in Moco, and a notification is sent to a Slack channel.
Moco + Docusign + Google Sheets: When an event is triggered in Moco, a Docusign contract is sent using a template, and data is logged in a Google Sheet.
Docusign and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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See how Latenode works
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FAQ Docusign and Moco
How can I connect my Docusign account to Moco using Latenode?
To connect your Docusign account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moco projects after a Docusign contract is signed?
Yes, you can! Latenode lets you trigger updates in Moco when a Docusign document is completed. This streamlines project management and reduces manual data entry, leveraging our visual workflow builder.
What types of tasks can I perform by integrating Docusign with Moco?
Integrating Docusign with Moco allows you to perform various tasks, including:
- Create a new Moco project when a Docusign agreement is fully executed.
- Update project details in Moco based on information in signed documents.
- Trigger invoice creation in Moco when Docusign agreement reaches a specific status.
- Automatically log time entries in Moco for work related to signed Docusign documents.
- Send Docusign documents for signature directly from Moco project dashboards.
What Docusign events can trigger automations within a Latenode workflow?
Document completion, signing, voiding, and recipient actions can all trigger Latenode automations, thanks to our robust event listener system.
Are there any limitations to the Docusign and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require custom JavaScript nodes.
- Real-time synchronization depends on the API rate limits of both Docusign and Moco.
- Advanced user permission management requires careful configuration in both apps.
