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How to connect Instantly and Docusign
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Docusign will be your first step. To do this, click "Choose an app," find Instantly or Docusign, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docusign Node
Next, click the plus (+) icon on the Instantly 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 Instantly 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 Instantly 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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Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Docusign integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Docusign
Instantly + Docusign + Salesforce: When a new lead is created in Instantly, a contract is sent via Docusign. Upon completion, a new contact is created in Salesforce.
Docusign + Instantly + Slack: When a document is signed in Docusign, leads are moved to a specific campaign in Instantly to engage with them, and a Slack notification is sent to the team.
Instantly and Docusign integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Docusign
How can I connect my Instantly account to Docusign using Latenode?
To connect your Instantly account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Docusign envelopes upon new Instantly lead capture?
Yes, you can! Latenode allows you to automate this, triggering Docusign from Instantly. Save time and ensure prompt document delivery with every new lead.
What types of tasks can I perform by integrating Instantly with Docusign?
Integrating Instantly with Docusign allows you to perform various tasks, including:
- Automatically sending contracts to new leads captured in Instantly.
- Updating lead statuses in Instantly based on Docusign envelope status.
- Creating personalized agreements using Instantly data and sending via Docusign.
- Triggering Instantly email campaigns after a document is signed in Docusign.
- Archiving signed documents from Docusign and associating them with leads.
How do I handle errors between Instantly and Docusign on Latenode?
Latenode offers robust error handling. Use conditional logic and error-handling blocks to manage and retry failed operations for seamless automation.
Are there any limitations to the Instantly and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Instantly and Docusign may affect workflow execution.
- Complex document formatting in Docusign might require custom code adjustments.
- Real-time synchronization may be subject to delays due to API latencies.
