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How to connect NoCRM and Docusign
Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Docusign will be your first step. To do this, click "Choose an app," find NoCRM or Docusign, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the NoCRM 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 NoCRM 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 NoCRM 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 NoCRM, 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 NoCRM and Docusign integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Docusign
NoCRM + Docusign + Slack: When a lead's status changes in NoCRM, a contract is sent via Docusign. Upon sending, a Slack message notifies the sales team.
Docusign + NoCRM + Google Sheets: When a Docusign envelope status is updated, the corresponding lead in NoCRM is updated. The details of the envelope and lead are then logged in a Google Sheet.
NoCRM and Docusign integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM and Docusign
How can I connect my NoCRM account to Docusign using Latenode?
To connect your NoCRM account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts upon deal closure using NoCRM and Docusign integration?
Yes, you can! Latenode lets you trigger document sending upon deal stage changes, saving time. Ensure swift action and secure agreements directly from NoCRM, with audit trails.
What types of tasks can I perform by integrating NoCRM with Docusign?
Integrating NoCRM with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a deal reaches a specific stage.
- Updating NoCRM deal status once the Docusign document is signed.
- Creating Docusign envelopes pre-filled with NoCRM lead information.
- Archiving signed documents to a cloud storage linked to NoCRM.
- Sending reminders for pending signatures via Latenode’s notification tools.
HowcanItrackthestatusofDocusignenvelopesdirectlywithinNoCRM?
Latenode allows you to update NoCRM fields with Docusign envelope statuses, granting real-time visibility. Use webhooks and custom logic, seamlessly.
Are there any limitations to the NoCRM and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by NoCRM and Docusign may affect high-volume workflows.
- Complex document formatting in Docusign might require custom JavaScript code.
- Some advanced Docusign features are not yet directly supported via the API.
