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How to connect Nimble and Docusign
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Docusign will be your first step. To do this, click "Choose an app," find Nimble or Docusign, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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 Nimble, 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 Nimble and Docusign integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Docusign
Nimble + Docusign + Slack: When a deal reaches a specific stage in Nimble, a contract is automatically sent via Docusign using a pre-defined template. Upon sending the contract, a notification is posted to a designated Slack channel to inform the sales team.
Docusign + Nimble + Google Sheets: When a Docusign envelope status is updated to 'completed', the automation retrieves contact details from Nimble and uses them to update a specific row in a Google Sheet, logging the contract completion status. The email field in Docusign is used to find the matching contact in Nimble.
Nimble and Docusign integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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 Nimble and Docusign
How can I connect my Nimble account to Docusign using Latenode?
To connect your Nimble account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when a deal closes?
Yes, you can! Latenode's visual editor lets you trigger Docusign envelopes upon Nimble deal stage changes. Automate document workflows and save valuable time with no-code ease.
What types of tasks can I perform by integrating Nimble with Docusign?
Integrating Nimble with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a new contact is created in Nimble.
- Updating a Nimble contact's information when a document is completed.
- Creating a new Docusign envelope from a deal in Nimble.
- Tracking the status of Docusign envelopes within Nimble.
- Generating personalized contracts using data from Nimble custom fields.
Can I use custom JavaScript to enhance my Nimble and Docusign flows?
Yes! Latenode lets you add JavaScript code for complex logic, data transformations, and customized integrations beyond simple point-and-click configurations.
Are there any limitations to the Nimble and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Nimble and Docusign APIs may affect high-volume workflows.
- Complex document formatting within Docusign requires careful template setup.
- Real-time status updates depend on the reliability of the respective APIs.
