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Automatically send Docusign documents via WhatsApp Personal Account for instant signatures. Latenode’s visual editor simplifies complex workflows, while affordable execution-based pricing optimizes cost. Leverage no-code, JavaScript, and API integrations for a fully customized automation.
Connect Docusign and WhatsApp Personal Account in minutes with Latenode.
Create Docusign to WhatsApp Personal Account workflow
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Docusign
WhatsApp Personal Account
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Create a New Scenario to Connect Docusign and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Docusign or WhatsApp Personal Account, 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.
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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Docusign node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
Docusign
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Docusign and WhatsApp Personal Account 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 WhatsApp Personal Account Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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WhatsApp Personal Account
Trigger on Webhook
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Docusign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Docusign, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Docusign and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docusign + WhatsApp Personal Account + Google Sheets: When a Docusign envelope status is updated, a WhatsApp message is sent to a contact, and a new row is added to a Google Sheet to record the event.
WhatsApp Personal Account + Docusign + Airtable: When a new message is received on WhatsApp, a Docusign envelope is sent using a template. Once the envelope status is updated, a record is created in Airtable.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my Docusign account to WhatsApp Personal Account using Latenode?
To connect your Docusign account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send document status updates via WhatsApp?
Yes, you can! Latenode allows real-time status updates from Docusign through WhatsApp Personal Account, enhancing customer engagement with instant notifications about document progress.
What types of tasks can I perform by integrating Docusign with WhatsApp Personal Account?
Integrating Docusign with WhatsApp Personal Account allows you to perform various tasks, including:
How secure is Docusign integration on Latenode platform?
Latenode employs robust security measures, including encryption and secure authentication protocols, to ensure the Docusign integration is highly secure.
Are there any limitations to the Docusign and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: