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How to connect Moco and Docusign
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Docusign will be your first step. To do this, click "Choose an app," find Moco or Docusign, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Docusign integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Docusign
Moco + Docusign + Slack: When a timesheet event is detected in Moco, a contract is sent via Docusign using a template. Upon sending the contract, a Slack message is sent to the employee.
Docusign + Moco + Google Sheets: After a contract is signed in Docusign, project details in Moco are updated. The event, along with client details, is then logged in a Google Sheet.
Moco and Docusign integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Docusign
How can I connect my Moco account to Docusign using Latenode?
To connect your Moco account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Docusign contracts when a new project starts in Moco?
Yes, you can! Latenode's visual builder makes it simple to trigger Docusign contracts directly from Moco project starts, saving time and ensuring timely document delivery.
What types of tasks can I perform by integrating Moco with Docusign?
Integrating Moco with Docusign allows you to perform various tasks, including:
- Automatically send contracts when a new client is added in Moco.
- Update Moco project status when a Docusign envelope is completed.
- Create Docusign envelopes from Moco project data automatically.
- Archive signed Docusign documents directly within Moco projects.
- Trigger invoice creation in Moco upon Docusign signature.
How to map Moco project fields to Docusign envelope fields?
Latenode's data mapping tools let you easily connect Moco project data to Docusign envelope fields, ensuring accurate and efficient contract generation.
Are there any limitations to the Moco and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript coding in Latenode.
- The number of API calls depends on your Moco and Docusign subscription plans.
- Real-time synchronization is subject to Moco and Docusign API update frequencies.
