.svg){kind=icon}
How to connect Docusign and Soax
Create a New Scenario to Connect Docusign and Soax
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 Soax will be your first step. To do this, click "Choose an app," find Docusign or Soax, 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.
+
1
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 Soax Node
Next, click the plus (+) icon on the Docusign node, select Soax from the list of available apps, and choose the action you need from the list of nodes within Soax.
1
Docusign
⚙
+
2
Soax
Authenticate Soax
Now, click the Soax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Soax settings. Authentication allows you to use Soax through Latenode.
Configure the Docusign and Soax 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 Soax 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Soax
1
Trigger on Webhook
⚙
2
Docusign
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Docusign, Soax, 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 Soax integration works as expected. Depending on your setup, data should flow between Docusign and Soax (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 Soax
Docusign + Soax + Slack: When a Docusign envelope status is updated, use Soax to retrieve the IP address's location data (using a Google Search). Send a message to a Slack channel containing information about the signed contract and the location of the signer.
Docusign + Soax + Airtable: When a Docusign envelope status is updated, use Soax to find IP address location data (via Google Search). Store the Docusign envelope ID and the IP address location data in Airtable for audit trails.
Docusign and Soax 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.
Similar apps
Related categories
About Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Docusign and Soax
How can I connect my Docusign account to Soax using Latenode?
To connect your Docusign account to Soax 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 Soax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate document sending after proxy activation using Docusign and Soax integration?
Yes, you can! Latenode's visual editor enables automating Docusign document sending upon Soax proxy activation. This ensures secure, geographically-specific document delivery workflows.
What types of tasks can I perform by integrating Docusign with Soax?
Integrating Docusign with Soax allows you to perform various tasks, including:
- Automatically update Docusign recipient location data using Soax proxy details.
- Trigger Docusign envelope sending after successful Soax proxy authentication.
- Route completed Docusign documents through geographically diverse Soax proxies.
- Secure Docusign API calls by masking IP addresses with Soax proxies.
- Monitor Docusign access logs for suspicious activity via Soax proxy locations.
Can I use JavaScript code to customize Docusign integrations in Latenode?
Yes, Latenode allows you to use JavaScript code to customize Docusign integrations, enabling complex logic and data transformations for your workflows.
Are there any limitations to the Docusign and Soax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of both Docusign and Soax APIs may affect high-volume workflows.
- Complex conditional logic may require JavaScript knowledge for advanced customization.
- Initial setup requires valid accounts and API keys for both Docusign and Soax.
