[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Moxie and Docusign
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Docusign will be your first step. To do this, click "Choose an app," find Moxie or Docusign, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
+
1
Moxie
Add the Docusign Node
Next, click the plus (+) icon on the Moxie node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
1
Moxie
⚙
+
2
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 Moxie 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 Moxie 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Docusign
1
Trigger on Webhook
⚙
2
Moxie
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Docusign integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Docusign
Docusign + Moxie + Slack: When a Docusign envelope status is updated to 'completed', the automation searches for the corresponding client in Moxie. If a client is found, their record is updated. Then, a Slack message is sent to a designated channel notifying that the document is fully signed and the client record updated.
Docusign + Moxie + Google Sheets: When a Docusign envelope status is updated to 'completed', the automation retrieves the envelope details and searches for the corresponding client in Moxie. If a client is found, their status is updated based on the contract details. Then, a new row is added to a Google Sheet, logging the completed contract information and the client's updated status.
Moxie and Docusign integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Moxie and Docusign
How can I connect my Moxie account to Docusign using Latenode?
To connect your Moxie account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after a Moxie chat?
Yes, you can! With Latenode, trigger Docusign envelopes directly after a Moxie chat concludes, pre-filling data and streamlining document workflows. Scale your contract processes effortlessly.
What types of tasks can I perform by integrating Moxie with Docusign?
Integrating Moxie with Docusign allows you to perform various tasks, including:
- Automatically send NDAs after initial contact via Moxie.
- Generate service agreements upon lead qualification in Moxie.
- Archive signed documents in a cloud storage after Docusign completion.
- Update customer records in your CRM after contract signing.
- Send automated follow-up emails to clients post-signature.
HowdoItriggerDocusignfromaMoxiechattranscriptusingLatenode?
Use Latenode's Moxie trigger to watch for new transcripts. Then, use the Docusign module to generate and send documents based on chat details automatically.
Are there any limitations to the Moxie and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require advanced configuration.
- Large volumes of chat transcripts might affect workflow execution time.
- Real-time data synchronization depends on the APIs of both services.
