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How to connect Docusign and Smsapi
Create a New Scenario to Connect Docusign and Smsapi
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 Smsapi will be your first step. To do this, click "Choose an app," find Docusign or Smsapi, 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 Smsapi Node
Next, click the plus (+) icon on the Docusign node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.
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Authenticate Smsapi
Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.
Configure the Docusign and Smsapi 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 Smsapi 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, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Docusign and Smsapi (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 Smsapi
Docusign + Smsapi + Google Sheets: When a Docusign envelope status is updated, a text message is sent via Smsapi to remind the signer. The envelope details, including status, are then logged in a Google Sheet.
Docusign + Smsapi + Slack: When a new envelope is created in Docusign, a text message is sent via Smsapi to request urgent signature. Once the document is signed, a notification is sent to a Slack channel.
Docusign and Smsapi 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 Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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See how Latenode works
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FAQ Docusign and Smsapi
How can I connect my Docusign account to Smsapi using Latenode?
To connect your Docusign account to Smsapi 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 Smsapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for Docusign signature requests?
Yes, you can! Latenode lets you automate SMS reminders via Smsapi for Docusign signature requests. This ensures recipients promptly sign documents, speeding up approval workflows.
What types of tasks can I perform by integrating Docusign with Smsapi?
Integrating Docusign with Smsapi allows you to perform various tasks, including:
- Sending SMS notifications when a Docusign document is completed.
- Triggering Docusign signature requests from incoming SMS messages.
- Sending password-protected Docusign links via SMS for secure access.
- Creating automated workflows for contract renewals with SMS reminders.
- Sending SMS confirmations after a document has been successfully signed.
How secure is my Docusign data when using Latenode workflows?
Latenode uses advanced encryption and security protocols to protect your Docusign data, ensuring that your workflows are secure and compliant.
Are there any limitations to the Docusign and Smsapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates might require advanced configuration in Latenode.
- Smsapi message delivery rates depend on carrier policies and regulations.
- High-volume SMS sending may require optimization for cost and performance.
