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How to connect LearnDash and Docusign
Create a New Scenario to Connect LearnDash 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 LearnDash, triggered by another scenario, or executed manually (for testing purposes). In most cases, LearnDash or Docusign will be your first step. To do this, click "Choose an app," find LearnDash or Docusign, and select the appropriate trigger to start the scenario.
Add the LearnDash Node
Select the LearnDash node from the app selection panel on the right.
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Configure the LearnDash
Click on the LearnDash node to configure it. You can modify the LearnDash 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 LearnDash 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 LearnDash 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 LearnDash 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 LearnDash, 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 LearnDash and Docusign integration works as expected. Depending on your setup, data should flow between LearnDash 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 LearnDash and Docusign
LearnDash + Docusign + Slack: When a student completes a course in LearnDash, a certificate is automatically sent to them via Docusign. After the envelope status is updated, the student and instructor are notified on Slack.
Docusign + LearnDash + Google Sheets: When a Docusign envelope's status is updated after a LearnDash course completion, log the certificate details in a Google Sheet for easy tracking and reporting.
LearnDash and Docusign integration alternatives
About LearnDash
Automate LearnDash course management in Latenode. Enroll users automatically, send progress updates, and trigger actions in other apps based on course completion. Keep student data in sync with your CRM and marketing tools. Build custom learning paths visually; scale processes without code or per-step fees.
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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 LearnDash and Docusign
How can I connect my LearnDash account to Docusign using Latenode?
To connect your LearnDash account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LearnDash and click on "Connect".
- Authenticate your LearnDash and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send certificates for completed LearnDash courses?
Yes, you can! With Latenode, trigger Docusign envelopes on course completion in LearnDash. Automate certificate delivery and collect digital signatures, streamlining your training processes.
What types of tasks can I perform by integrating LearnDash with Docusign?
Integrating LearnDash with Docusign allows you to perform various tasks, including:
- Automatically send course completion certificates for signing.
- Enroll users in LearnDash courses upon document signature.
- Update user profiles in LearnDash after document signing.
- Create custom reports combining course and signature data.
- Send automated reminders for pending document signatures.
How does Latenode handle complex LearnDash data structures?
Latenode’s data transformation features allow you to parse and map complex LearnDash data, ensuring accurate data transfer and workflow execution.
Are there any limitations to the LearnDash and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by LearnDash and Docusign APIs.
- Complex LearnDash custom fields require advanced mapping.
- Document size limitations on the Docusign platform.
