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How to connect JobNimbus and Docusign
Create a New Scenario to Connect JobNimbus 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 JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Docusign will be your first step. To do this, click "Choose an app," find JobNimbus or Docusign, and select the appropriate trigger to start the scenario.
Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.
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Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus 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 JobNimbus 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 JobNimbus 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 JobNimbus 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 JobNimbus, 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 JobNimbus and Docusign integration works as expected. Depending on your setup, data should flow between JobNimbus 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 JobNimbus and Docusign
Docusign + JobNimbus + Google Calendar: When a document is signed in Docusign, a new job is created in JobNimbus and a kickoff meeting is scheduled in Google Calendar.
Docusign + JobNimbus + QuickBooks: When a contract is signed in Docusign, a new customer profile is created in JobNimbus. Then, the customer profile information is transferred to QuickBooks to create a new customer and generate an invoice.
JobNimbus and Docusign integration alternatives
About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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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 JobNimbus and Docusign
How can I connect my JobNimbus account to Docusign using Latenode?
To connect your JobNimbus account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select JobNimbus and click on "Connect".
- Authenticate your JobNimbus and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts for new JobNimbus leads?
Yes, you can! Latenode allows you to trigger Docusign envelopes automatically when a new lead is added in JobNimbus. Automate contract sending and accelerate your sales cycle.
What types of tasks can I perform by integrating JobNimbus with Docusign?
Integrating JobNimbus with Docusign allows you to perform various tasks, including:
- Automatically send contracts upon job creation in JobNimbus.
- Update JobNimbus records when documents are completed in Docusign.
- Generate personalized contracts using data from JobNimbus fields.
- Archive signed documents directly within JobNimbus.
- Trigger notifications when a document's signing status changes.
Can I use JavaScript to customize the Docusign integration?
Yes! Latenode allows you to use JavaScript code blocks to further customize the JobNimbus and Docusign integration for specific business needs.
Are there any limitations to the JobNimbus and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding.
- Large document processing might impact workflow execution time.
- Initial setup requires understanding of both JobNimbus and Docusign APIs.
