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How to connect Missive and Docusign
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Docusign will be your first step. To do this, click "Choose an app," find Missive or Docusign, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Docusign integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Docusign
Docusign + Missive + Google Sheets: When a DocuSign envelope status is updated, Missive checks for the corresponding conversation, and then Google Sheets updates the contract status in a specified spreadsheet.
Docusign + Missive + Slack: When a DocuSign envelope status is updated to 'signed', Missive sends a message to a specified Slack channel to notify the team.
Missive and Docusign integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Docusign
How can I connect my Missive account to Docusign using Latenode?
To connect your Missive account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Docusign envelopes from new Missive messages?
Yes, you can! Latenode allows triggering Docusign envelopes when new messages arrive in Missive, automating contract workflows. Use advanced logic and AI for intelligent routing!
What types of tasks can I perform by integrating Missive with Docusign?
Integrating Missive with Docusign allows you to perform various tasks, including:
- Automatically sending contract drafts for signature upon specific Missive triggers.
- Updating Missive conversations with Docusign envelope status changes.
- Creating Docusign envelopes from data extracted from Missive messages.
- Sending reminders via Missive for pending Docusign signatures.
- Archiving signed documents in a designated Missive conversation.
How can I use JavaScript within my Missive+Docusign automations?
Latenode allows embedding JavaScript code for custom data transformations and logic, greatly extending the capabilities of your Missive and Docusign workflows.
Are there any limitations to the Missive and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Missive and Docusign APIs may impact high-volume workflows.
- Complex document formatting within Docusign may require additional configuration.
- Real-time updates from Docusign to Missive rely on successful webhook delivery.
