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How to connect Kintone and Docusign
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Docusign will be your first step. To do this, click "Choose an app," find Kintone or Docusign, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Docusign integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Docusign
Docusign + Kintone + Slack: When an envelope is signed in Docusign, update the corresponding record in Kintone. Then, send a message to a Slack channel notifying the team about the updated Kintone record.
Docusign + Kintone + Google Sheets: Upon Docusign envelope completion, update the relevant Kintone record and log key data from the envelope in a Google Sheet for reporting purposes.
Kintone and Docusign integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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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FAQ Kintone and Docusign
How can I connect my Kintone account to Docusign using Latenode?
To connect your Kintone account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts upon Kintone record creation?
Yes, you can! Latenode allows you to trigger Docusign envelopes based on new Kintone records. Automate your document workflows and save time with ease.
What types of tasks can I perform by integrating Kintone with Docusign?
Integrating Kintone with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a new lead is added to Kintone.
- Updating a Kintone record when a Docusign envelope is completed.
- Creating Docusign envelopes pre-filled with data from Kintone records.
- Triggering follow-up tasks in Kintone after a document is signed.
- Storing signed documents directly within relevant Kintone records.
Can I use Javascript to transform data between Kintone and Docusign?
Yes! Latenode supports Javascript allowing advanced data transformation between Kintone and Docusign beyond basic field mapping.
Are there any limitations to the Kintone and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require advanced configuration.
- Large data volumes can impact workflow execution time.
- Rate limits imposed by Kintone and Docusign apply.
