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How to connect Lark and Docusign
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Docusign will be your first step. To do this, click "Choose an app," find Lark or Docusign, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Docusign integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Docusign
Lark + Docusign + Google Sheets: When a new message in Lark triggers a contract to be sent via Docusign using a template, the details of the signed contract are then added as a new row to a Google Sheet for tracking.
Docusign + Lark + Salesforce: When a contract is signed in Docusign, a message is sent to a Lark group chat for approval. Upon approval (currently simulated by a new message in the Lark group chat), the related opportunity in Salesforce is updated.
Lark and Docusign integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Docusign
How can I connect my Lark account to Docusign using Latenode?
To connect your Lark account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send signed documents to Lark?
Yes, you can! Latenode's visual editor makes it easy to automatically send Docusign documents to Lark channels, ensuring your team stays informed with zero coding required.
What types of tasks can I perform by integrating Lark with Docusign?
Integrating Lark with Docusign allows you to perform various tasks, including:
- Automatically sending completed contracts to a designated Lark channel.
- Triggering Docusign envelopes when new employee data is added in Lark.
- Creating Lark tasks to follow up on pending Docusign signatures.
- Updating Lark records with Docusign signature status in real-time.
- Alerting teams in Lark about rejected or voided Docusign documents.
How secure is connecting Lark to Docusign on Latenode?
Latenode uses secure OAuth connections and encryption to protect your Lark and Docusign data during the automation process. Your credentials remain safe.
Are there any limitations to the Lark and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Docusign features (e.g., complex conditional logic) might require custom JavaScript.
- File size limits apply when transferring documents between Lark and Docusign.
- Rate limits from Lark and Docusign APIs may affect high-volume workflows.
