How to connect Microsoft Outlook and Docusign
Create a New Scenario to Connect Microsoft Outlook 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 Microsoft Outlook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Outlook or Docusign will be your first step. To do this, click "Choose an app," find Microsoft Outlook or Docusign, and select the appropriate trigger to start the scenario.

Add the Microsoft Outlook Node
Select the Microsoft Outlook node from the app selection panel on the right.

Microsoft Outlook
Configure the Microsoft Outlook
Click on the Microsoft Outlook node to configure it. You can modify the Microsoft Outlook 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 Microsoft Outlook 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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Docusign

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 Microsoft Outlook 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 Microsoft Outlook 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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AI Anthropic Claude 3
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Docusign
Trigger on Webhook
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Microsoft Outlook
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Microsoft Outlook, 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 Microsoft Outlook and Docusign integration works as expected. Depending on your setup, data should flow between Microsoft Outlook 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 Microsoft Outlook and Docusign
Docusign + Salesforce: When an envelope's status is updated in DocuSign, find the corresponding record in Salesforce using the envelope ID and update its status to reflect the signed document.
Docusign + Google Sheets + Outlook: When a DocuSign envelope's status is updated, download the document and log the envelope details (status, signer, date) to a Google Sheet. Subsequently, send a summary email via Outlook using the available data from the Google Sheet.
Microsoft Outlook and Docusign integration alternatives
About Microsoft Outlook
Automate email tasks with Microsoft Outlook in Latenode. Send personalized emails, track replies, or create calendar events based on triggers from other apps. Latenode lets you integrate Outlook with your CRM, database, or other tools in visual workflows. Manage email flow without manual work, customize it with code, and scale it on demand.
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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
FAQ Microsoft Outlook and Docusign
How can I connect my Microsoft Outlook account to Docusign using Latenode?
To connect your Microsoft Outlook account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Outlook and click on "Connect".
- Authenticate your Microsoft Outlook and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send documents for signature when new emails arrive?
Yes, you can! Latenode's visual builder and advanced logic allow you to trigger document sending from Microsoft Outlook to Docusign automatically, saving time and ensuring timely signatures.
What types of tasks can I perform by integrating Microsoft Outlook with Docusign?
Integrating Microsoft Outlook with Docusign allows you to perform various tasks, including:
- Automatically save Docusign documents to a designated Outlook folder.
- Trigger a Docusign envelope when a specific email is received.
- Send personalized email confirmations upon document completion.
- Update a spreadsheet with Docusign status via email parsing.
- Create a new Docusign envelope from an Outlook email attachment.
Can I use JavaScript code within the Microsoft Outlook + Docusign integration?
Yes, Latenode allows you to enhance your workflows with custom JavaScript code, enabling advanced data manipulation and conditional logic beyond no-code options.
Are there any limitations to the Microsoft Outlook and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Microsoft Outlook and Docusign APIs may affect high-volume workflows.
- Complex document formatting within Docusign templates might require advanced configuration.
- Real-time updates between Microsoft Outlook and Docusign may experience slight delays.