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How to connect Docusign and Signnow
Create a New Scenario to Connect Docusign and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Docusign or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Docusign node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Docusign and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Docusign and Signnow (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 Signnow
Docusign + Slack: When a Docusign envelope's status is updated to 'completed', a message is sent to a specified Slack channel to notify the team.
Docusign + Airtable: Every time a Docusign envelope's status is updated, the details of that envelope are logged as a new record in an Airtable base for tracking and reporting purposes.
Docusign and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Docusign and Signnow
How can I connect my Docusign account to Signnow using Latenode?
To connect your Docusign account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive signed documents?
Yes, you can! Latenode lets you archive Docusign and Signnow documents automatically. Use our no-code blocks or custom JavaScript for advanced file management and compliance.
What types of tasks can I perform by integrating Docusign with Signnow?
Integrating Docusign with Signnow allows you to perform various tasks, including:
- Automatically send documents for signature based on triggers in other apps.
- Create a unified dashboard for tracking document status across both platforms.
- Extract data from signed documents and update your CRM or database in real time.
- Trigger Docusign workflows when a document is signed in Signnow, and vice versa.
- Generate custom reports combining data from both Docusign and Signnow activities.
Can I use JavaScript to customize the Docusign + Signnow integration?
Yes! Latenode enables the use of JavaScript for advanced customization. Transform data, add custom logic, or extend functionality beyond standard features.
Are there any limitations to the Docusign and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced conditional logic may require custom JavaScript.
- File size limits apply to document transfers between the two platforms.
- Real-time synchronization is dependent on the APIs of Docusign and Signnow.
