Docusign and Simplybook Integration

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Automatically send Docusign contracts after Simplybook appointments. Latenode's visual editor simplifies the build, and Javascript nodes allow advanced customization. Scale your onboarding without extra costs using affordable execution-based pricing.

Docusign + Simplybook integration

Connect Docusign and Simplybook in minutes with Latenode.

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Docusign

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and Simplybook

Create a New Scenario to Connect Docusign and Simplybook

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 Simplybook will be your first step. To do this, click "Choose an app," find Docusign or Simplybook, 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.

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Connect Docusign

Sign In

Run node once

Add the Simplybook Node

Next, click the plus (+) icon on the Docusign node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.

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Authenticate Simplybook

Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.

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Connect Simplybook

Sign In

Run node once

Configure the Docusign and Simplybook Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Simplybook Oauth 2.0

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Select an action *

Select

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The action ID

Run node once

Set Up the Docusign and Simplybook 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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Save and Activate the Scenario

After configuring Docusign, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Docusign and Simplybook (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 Simplybook

Simplybook + Docusign + Google Calendar: When a new booking is made in Simplybook, a contract is sent via Docusign. Upon the envelope status updating to 'completed', a new event is created in Google Calendar.

Simplybook + Docusign + Pipedrive: When a new booking is made in Simplybook, send a contract via Docusign. Once the envelope is signed (Envelope Status Updated), update the corresponding deal in Pipedrive.

Docusign and Simplybook 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.

About Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

See how Latenode works

FAQ Docusign and Simplybook

How can I connect my Docusign account to Simplybook using Latenode?

To connect your Docusign account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send contracts after bookings?

Yes, you can! With Latenode, trigger Docusign envelopes when a Simplybook appointment is made. Enjoy streamlined client onboarding and automated document workflows.

What types of tasks can I perform by integrating Docusign with Simplybook?

Integrating Docusign with Simplybook allows you to perform various tasks, including:

  • Automatically sending service agreements upon new appointment bookings.
  • Creating client profiles in Simplybook after a Docusign document is signed.
  • Updating booking details in Simplybook based on information from Docusign.
  • Sending automated reminders for unsigned documents to clients with bookings.
  • Generating personalized contracts with booking-specific data in Docusign.

HowsecureisDocusignauthenticationwithinLatenodeautomationworkflows?

Latenode uses secure OAuth authentication for Docusign, ensuring your credentials are never stored within Latenode and data transmission is always encrypted.

Are there any limitations to the Docusign and Simplybook integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic in Docusign may require JavaScript blocks.
  • Rate limits from Docusign and Simplybook apply based on your subscription plans.
  • Initial setup requires understanding of both Docusign and Simplybook API structures.

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