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How to connect Docusign and Youform
Create a New Scenario to Connect Docusign and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Docusign or Youform, 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 Youform Node
Next, click the plus (+) icon on the Docusign node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Docusign and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Docusign and Youform (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 Youform
Youform + Docusign + Google Sheets: When a new form is submitted in Youform, automatically send a document for signature via Docusign. Once the envelope status is updated (completed), save the data to a new row in Google Sheets for tracking and analysis.
Youform + Docusign + Slack: When a new form is submitted in Youform, automatically send a document for signature via Docusign. Once the envelope status is updated (completed), send a message to a Slack channel notifying the team about the signed document.
Docusign and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Docusign and Youform
How can I connect my Docusign account to Youform using Latenode?
To connect your Docusign account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Docusign contracts from Youform submissions?
Yes, you can! Latenode lets you trigger Docusign contracts directly from Youform submissions. Automate your document workflows and save time with every new form entry.
What types of tasks can I perform by integrating Docusign with Youform?
Integrating Docusign with Youform allows you to perform various tasks, including:
- Automatically send contracts when a form is submitted.
- Populate contract fields with data from Youform submissions.
- Track the signing status of contracts within Youform.
- Create new contacts in Docusign from form submissions.
- Archive signed documents to a specified cloud storage location.
Can I use JavaScript to customize Docusign interactions in Latenode?
Yes! Latenode allows you to use JavaScript for advanced customization, adding flexibility beyond standard Docusign settings.
Are there any limitations to the Docusign and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript knowledge.
- Extensive document parsing may consume more processing resources.
- The number of free monthly operations depends on your pricing plan.
