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How to connect Docusign and Wave
Create a New Scenario to Connect Docusign and Wave
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 Wave will be your first step. To do this, click "Choose an app," find Docusign or Wave, 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 Wave Node
Next, click the plus (+) icon on the Docusign node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Docusign and Wave 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 Wave 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, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between Docusign and Wave (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 Wave
Docusign + Wave + Slack: When a contract is signed in Docusign (Envelope Status Updated), create an invoice in Wave, and then notify the sales team in Slack via a public channel message.
Wave + Docusign + Airtable: When a new customer is added to Wave, create a contract in Docusign using a template and log the customer's details in Airtable.
Docusign and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ Docusign and Wave
How can I connect my Docusign account to Wave using Latenode?
To connect your Docusign account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from signed Docusign contracts?
Yes, you can! With Latenode, automate invoice creation in Wave upon Docusign contract completion. Save time and ensure accuracy with our visual workflow builder and advanced data mapping.
What types of tasks can I perform by integrating Docusign with Wave?
Integrating Docusign with Wave allows you to perform various tasks, including:
- Automatically creating a Wave invoice when a Docusign contract is signed.
- Updating Wave customer details based on information from a Docusign form.
- Sending Docusign contracts for signature directly from Wave.
- Triggering Wave payment reminders when a Docusign contract is close to expiring.
- Archiving signed Docusign contracts within Wave for easy access.
What Docusign events trigger workflows within Latenode?
Latenode can trigger workflows from events like document signed, completed, declined, or voided, offering great control over your Wave automations.
Are there any limitations to the Docusign and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require custom JavaScript.
- Rate limits imposed by Docusign and Wave APIs apply.
- Initial setup requires some familiarity with both Docusign and Wave.
