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How to connect HeyGen and Docusign
Create a New Scenario to Connect HeyGen 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 HeyGen, triggered by another scenario, or executed manually (for testing purposes). In most cases, HeyGen or Docusign will be your first step. To do this, click "Choose an app," find HeyGen or Docusign, and select the appropriate trigger to start the scenario.
Add the HeyGen Node
Select the HeyGen node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the HeyGen 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 HeyGen 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 HeyGen 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 HeyGen, 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 HeyGen and Docusign integration works as expected. Depending on your setup, data should flow between HeyGen 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 HeyGen and Docusign
Docusign + HeyGen + Google Sheets: When a Docusign envelope is updated to 'signed', a personalized video explaining the contract is generated using HeyGen. The details of the signed contract and the video link are then logged in a Google Sheet.
Docusign + HeyGen + HubSpot: When a Docusign envelope reaches a 'completed' status, a personalized thank you video is created using HeyGen and sent to the client. HubSpot is updated with the contract details, and contact information is updated.
HeyGen and Docusign integration alternatives
About HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
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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 HeyGen and Docusign
How can I connect my HeyGen account to Docusign using Latenode?
To connect your HeyGen account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HeyGen and click on "Connect".
- Authenticate your HeyGen and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation with HeyGen video?
Yes, you can! Latenode allows triggering Docusign envelopes based on HeyGen video completion, ensuring immediate document sending. Automate complex workflows using our low-code environment.
What types of tasks can I perform by integrating HeyGen with Docusign?
Integrating HeyGen with Docusign allows you to perform various tasks, including:
- Automatically send contracts after a HeyGen video tutorial is completed.
- Create personalized contracts using data extracted from HeyGen video interactions.
- Trigger Docusign workflows based on events within HeyGen video projects.
- Log signed contract status updates back into your HeyGen project management system.
- Generate and send video-based contract summaries for review via Docusign.
Can I use JavaScript to transform HeyGen data before Docusign?
Yes! Latenode allows integrating JavaScript code blocks to transform HeyGen data before sending it to Docusign for customized workflows.
Are there any limitations to the HeyGen and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex HeyGen video editing workflows may require significant processing resources.
- Docusign API rate limits can affect high-volume document generation processes.
- Custom JavaScript code requires appropriate testing to ensure data integrity.
