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How to connect Moosend and Docusign
Create a New Scenario to Connect Moosend 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 Moosend, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moosend or Docusign will be your first step. To do this, click "Choose an app," find Moosend or Docusign, and select the appropriate trigger to start the scenario.
Add the Moosend Node
Select the Moosend node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Moosend 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 Moosend 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 Moosend 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 Moosend, 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 Moosend and Docusign integration works as expected. Depending on your setup, data should flow between Moosend 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 Moosend and Docusign
Moosend + Docusign + Salesforce: When a new subscriber is added to Moosend, a Docusign envelope is sent using a template. The details of the signed document are then logged as a new record in Salesforce.
Docusign + Moosend + Google Sheets: When a Docusign envelope status is updated (e.g., signed), the signer's email address is added as a subscriber to a specified Moosend list. A new row is then added to a Google Sheet, recording the details of the signed document and subscriber information.
Moosend and Docusign integration alternatives
About Moosend
Use Moosend in Latenode to automate email marketing based on real-time data. Trigger campaigns from any app, personalize content with AI, and track results directly in your workflows. Latenode lets you connect Moosend to any data source, adding custom logic and scaling without code.
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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 Moosend and Docusign
How can I connect my Moosend account to Docusign using Latenode?
To connect your Moosend account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moosend and click on "Connect".
- Authenticate your Moosend and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after email signup?
Yes, you can! Latenode lets you trigger Docusign envelopes upon new Moosend subscriber events. Automate document flow and save time with advanced logic and error handling.
What types of tasks can I perform by integrating Moosend with Docusign?
Integrating Moosend with Docusign allows you to perform various tasks, including:
- Send personalized contracts upon subscription to specific Moosend lists.
- Update Moosend custom fields when a Docusign envelope is completed.
- Trigger email campaigns in Moosend based on Docusign signing events.
- Automatically generate and send NDAs to new Moosend subscribers.
- Archive completed Docusign documents in a linked cloud storage.
How can I personalize Moosend emails using Docusign data?
Latenode lets you extract data from completed Docusign envelopes and use it to personalize Moosend emails, enhancing targeting and relevance.
Are there any limitations to the Moosend and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates with highly dynamic fields might require custom mapping.
- Moosend's API rate limits can impact the speed of large-scale automations.
- Advanced Docusign features require appropriate Docusign plan subscriptions.
