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How to connect Docusign and OCR Space
Create a New Scenario to Connect Docusign and OCR Space
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 OCR Space will be your first step. To do this, click "Choose an app," find Docusign or OCR Space, 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 OCR Space Node
Next, click the plus (+) icon on the Docusign node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.
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Authenticate OCR Space
Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.
Configure the Docusign and OCR Space 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 OCR Space 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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OCR Space
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, OCR Space, 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 OCR Space integration works as expected. Depending on your setup, data should flow between Docusign and OCR Space (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 OCR Space
Docusign + OCR Space + Google Drive: When a Docusign envelope is updated, the signed document is downloaded, its text is extracted using OCR Space, and then saved as a searchable PDF in Google Drive.
Docusign + OCR Space + Salesforce: When a Docusign envelope is updated, the signed document is downloaded, its text is extracted using OCR Space. The extracted data is then used to update contact information in Salesforce.
Docusign and OCR Space 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 OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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See how Latenode works
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FAQ Docusign and OCR Space
How can I connect my Docusign account to OCR Space using Latenode?
To connect your Docusign account to OCR Space 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 OCR Space accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically extract data from signed contracts?
Yes, you can. Latenode allows parsing of Docusign documents via OCR Space. This unlocks automated data extraction into databases and other systems, saving significant time.
What types of tasks can I perform by integrating Docusign with OCR Space?
Integrating Docusign with OCR Space allows you to perform various tasks, including:
- Automatically populate databases with data extracted from signed documents.
- Create searchable archives of signed documents and extracted data.
- Trigger follow-up actions based on specific data points in the agreement.
- Validate document signatures and extracted information against internal records.
- Route contracts to different departments based on extracted keywords.
How does Latenode handle Docusign document parsing failures?
Latenode offers advanced error handling and retry mechanisms, improving reliability compared to basic integrations and ensuring successful document processing.
Are there any limitations to the Docusign and OCR Space integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- OCR Space has rate limits depending on your subscription plan.
- Complex document layouts may require custom parsing logic with JavaScript.
- Latenode does not store your documents directly, only metadata and extracted data.
