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How to connect Glide and Docusign
Create a New Scenario to Connect Glide and Docusign
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 Glide, triggered by another scenario, or executed manually (for testing purposes). In most cases, Glide or Docusign will be your first step. To do this, click "Choose an app," find Glide or Docusign, and select the appropriate trigger to start the scenario.
Add the Glide Node
Select the Glide node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Glide node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Glide and Docusign 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 Glide and Docusign 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 Glide, Docusign, 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 Glide and Docusign integration works as expected. Depending on your setup, data should flow between Glide and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Glide and Docusign
Glide + Docusign + Google Sheets: When a new row is added in Glide, a Docusign envelope is sent using a template. Once the envelope is completed, the signed document is downloaded and saved to a Google Sheets spreadsheet.
Docusign + Glide + Slack: When a Docusign envelope status is updated, the corresponding row in a Glide app is updated, and a notification is sent to a Slack channel.
Glide and Docusign integration alternatives
About Glide
Use Glide in Latenode to automate mobile app data flows. Connect your Glide apps to other services, like CRMs or databases, for automated updates and reporting. Create detailed workflows that react to app events, using Latenode’s flexible logic and API support for seamless, no-code integration. Automate user management, content updates, and data synchronization using visual workflows.
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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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See how Latenode works
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FAQ Glide and Docusign
How can I connect my Glide account to Docusign using Latenode?
To connect your Glide account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Glide and click on "Connect".
- Authenticate your Glide and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts upon new Glide record?
Yes, you can! Latenode lets you trigger Docusign envelopes when new records are added in Glide, streamlining your document workflows without complex code.
What types of tasks can I perform by integrating Glide with Docusign?
Integrating Glide with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when data is updated in Glide.
- Populating Docusign templates with data from Glide spreadsheets.
- Tracking the status of Docusign envelopes within Glide apps.
- Creating personalized welcome letters via Docusign upon user sign-up.
- Generating and sending invoices based on Glide order data.
How to automatically update Glide from Docusign statuses?
Use Latenode's visual editor! Map Docusign envelope statuses to your Glide database for real-time progress tracking and reporting.
Are there any limitations to the Glide and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require custom JavaScript code.
- Large data transfers from Glide might impact workflow execution speed.
- Advanced conditional logic requires familiarity with Latenode expressions.
