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How to connect Docusign and Motion
Create a New Scenario to Connect Docusign and Motion
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 Motion will be your first step. To do this, click "Choose an app," find Docusign or Motion, 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.
Add the Motion Node
Next, click the plus (+) icon on the Docusign node, select Motion from the list of available apps, and choose the action you need from the list of nodes within Motion.
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Authenticate Motion
Now, click the Motion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Motion settings. Authentication allows you to use Motion through Latenode.
Configure the Docusign and Motion 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 Motion 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, Motion, 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 Motion integration works as expected. Depending on your setup, data should flow between Docusign and Motion (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 Motion
Docusign + Motion + Slack: When a Docusign envelope status is updated to 'Completed', a task is created in Motion to initiate project onboarding. A message is then sent to a Slack channel to notify the team.
Motion + Docusign + Google Calendar: When a task is created in Motion, automatically send a contract for signature via Docusign using a predefined template, and create an event in Google Calendar to track the signature deadline.
Docusign and Motion 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.
Related categories
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
Similar apps
Related categories
See how Latenode works
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FAQ Docusign and Motion
How can I connect my Docusign account to Motion using Latenode?
To connect your Docusign account to Motion 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 Motion accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Motion tasks when a Docusign is completed?
Yes, you can! Latenode lets you trigger Motion updates directly from Docusign events. Automate task management and save time while maintaining project visibility.
What types of tasks can I perform by integrating Docusign with Motion?
Integrating Docusign with Motion allows you to perform various tasks, including:
- Create a Motion task when a Docusign envelope is sent.
- Update task status in Motion upon Docusign document completion.
- Automatically assign tasks based on roles in the Docusign document.
- Add Docusign link to a Motion task for easy access.
- Send reminders in Motion based on Docusign signing deadlines.
How secure is connecting my Docusign account via Latenode?
Latenode uses industry-standard security measures, including encryption and secure authentication protocols, to ensure your Docusign data remains safe.
Are there any limitations to the Docusign and Motion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing beyond standard fields may require custom JavaScript.
- Rate limits on the Docusign API may affect high-volume workflows.
- Real-time synchronization depends on the responsiveness of both APIs.
