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How to connect Linear and Docusign
Create a New Scenario to Connect Linear 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 Linear, triggered by another scenario, or executed manually (for testing purposes). In most cases, Linear or Docusign will be your first step. To do this, click "Choose an app," find Linear or Docusign, and select the appropriate trigger to start the scenario.
Add the Linear Node
Select the Linear node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Linear 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 Linear 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 Linear 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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Save and Activate the Scenario
After configuring Linear, 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 Linear and Docusign integration works as expected. Depending on your setup, data should flow between Linear 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 Linear and Docusign
Linear + Docusign + Slack: When a Linear issue is updated to a resolved status, a Docusign contract is sent for client approval. Upon sending the contract, a notification is posted to a designated Slack channel to inform the team.
Docusign + Linear + Jira: When a Docusign envelope status is updated (e.g., signed), a new bug report is created in Linear and a task is created in Jira to address the bug.
Linear and Docusign integration alternatives
About Linear
Connect Linear to Latenode for automated issue tracking. Streamline bug reporting from various sources. Automatically create Linear issues from form submissions or customer support tickets. Update issue statuses based on events in other systems like Git or CI/CD pipelines, all within a scalable, low-code workflow.
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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 Linear and Docusign
How can I connect my Linear account to Docusign using Latenode?
To connect your Linear account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Linear and click on "Connect".
- Authenticate your Linear and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when Linear issues transition to "Ready"?
Yes, you can! Latenode allows this automation, triggering document sending on status changes. This streamlines workflows, ensuring prompt contract delivery and faster task progression.
What types of tasks can I perform by integrating Linear with Docusign?
Integrating Linear with Docusign allows you to perform various tasks, including:
- Automatically generate a contract when a Linear issue reaches "Approved".
- Update Linear issue status when a Docusign document is fully executed.
- Create a new Linear issue when a Docusign contract is sent for signature.
- Send reminders via Linear comments for pending Docusign signatures.
- Archive completed Docusign documents and link them to the corresponding Linear issue.
How does Latenode handle complex logic for Linear/Docusign workflows?
Latenode supports Javascript code blocks and conditional logic, enabling you to customize workflows, even with intricate business rules or unique automation needs.
Are there any limitations to the Linear and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of Linear and Docusign APIs may affect high-volume workflows.
- Custom Docusign templates require proper configuration within Docusign first.
- Advanced error handling requires custom JavaScript implementation within Latenode.
