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How to connect Docusign and Tamtam
Create a New Scenario to Connect Docusign and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find Docusign or Tamtam, 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 Tamtam Node
Next, click the plus (+) icon on the Docusign node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
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Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the Docusign and Tamtam 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 Tamtam 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, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between Docusign and Tamtam (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 Tamtam
Docusign + Tamtam + Slack: When a document is signed in Docusign, a notification is sent in Tamtam, and a message is posted in a dedicated Slack channel to alert the team.
Tamtam + Docusign + Google Sheets: Upon document signing in Docusign, information from the related Tamtam chat is archived along with the signed document details into a Google Sheet for auditing purposes.
Docusign and Tamtam 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 Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
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See how Latenode works
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FAQ Docusign and Tamtam
How can I connect my Docusign account to Tamtam using Latenode?
To connect your Docusign account to Tamtam 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 Tamtam accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get notified in Tamtam when a Docusign contract is signed?
Yes, you can! Latenode allows real-time Tamtam notifications upon Docusign contract completion. Automate updates for instant visibility and improved team coordination.
What types of tasks can I perform by integrating Docusign with Tamtam?
Integrating Docusign with Tamtam allows you to perform various tasks, including:
- Send Tamtam alerts for expiring Docusign contracts, preventing lapses.
- Automatically share signed documents in a Tamtam channel for team access.
- Create Docusign envelopes based on data received via Tamtam bot commands.
- Update CRM records via Latenode AI after a document is signed in Docusign.
- Trigger personalized Tamtam messages when a Docusign document is viewed.
How secure is connecting Docusign to Tamtam using Latenode?
Latenode uses secure authentication and encryption to protect your data. You can also monitor all data flows and set access controls.
Are there any limitations to the Docusign and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require custom JavaScript within Latenode.
- Tamtam's API rate limits may impact high-volume notification workflows.
- Advanced Docusign eSignature workflows may need advanced Latenode features.
