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How to connect Kommo and Docusign
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Docusign will be your first step. To do this, click "Choose an app," find Kommo or Docusign, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Docusign integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Docusign
Kommo + Docusign + Slack: When a deal reaches a specific stage in Kommo, a contract is automatically sent via Docusign using a template. Upon successful sending, a notification is sent to a specified Slack channel to inform the sales team.
Docusign + Kommo + Google Sheets: When a document is signed in Docusign, the corresponding deal stage in Kommo is updated. A record of this event, including relevant details, is then added to a Google Sheet for tracking and analysis.
Kommo and Docusign integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and Docusign
How can I connect my Kommo account to Docusign using Latenode?
To connect your Kommo account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when a deal closes?
Yes! Latenode lets you trigger Docusign envelopes upon Kommo deal stage changes. Automate contract sending and eliminate manual steps, leveraging no-code blocks and advanced logic.
What types of tasks can I perform by integrating Kommo with Docusign?
Integrating Kommo with Docusign allows you to perform various tasks, including:
- Automatically send a contract when a new lead is created in Kommo.
- Update the Kommo deal stage when a document is signed in Docusign.
- Create a new contact in Kommo when a Docusign envelope is completed.
- Store signed documents directly in Kommo's deal attachments.
- Send reminders to signers based on Kommo deal activity.
How does Latenode handle data mapping between Kommo and Docusign?
Latenode's visual editor simplifies data mapping. You can easily link fields between Kommo and Docusign, or use JavaScript for complex transformations.
Are there any limitations to the Kommo and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Kommo and Docusign may affect high-volume workflows.
- Advanced Docusign features might require custom JavaScript implementations.
- Initial setup requires admin access to both Kommo and Docusign accounts.
