Ocean.io and Signnow Integration

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Automatically trigger contracts in Signnow upon identifying qualified leads in Ocean.io. Latenode's visual editor simplifies integration, while affordable execution-based pricing makes scaling your sales process cost-effective.

Swap Apps

Ocean.io

Signnow

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ocean.io and Signnow

Create a New Scenario to Connect Ocean.io and Signnow

In the workspace, click the β€œCreate 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 Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or Signnow will be your first step. To do this, click "Choose an app," find Ocean.io or Signnow, and select the appropriate trigger to start the scenario.

Add the Ocean.io Node

Select the Ocean.io node from the app selection panel on the right.

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Ocean.io

Configure the Ocean.io

Click on the Ocean.io node to configure it. You can modify the Ocean.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Ocean.io

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Run node once

Add the Signnow Node

Next, click the plus (+) icon on the Ocean.io node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.

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Authenticate Signnow

Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.

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Run node once

Configure the Ocean.io and Signnow Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Ocean.io and Signnow 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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Save and Activate the Scenario

After configuring Ocean.io, Signnow, 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 β€œRun once” and triggering an event to check if the Ocean.io and Signnow integration works as expected. Depending on your setup, data should flow between Ocean.io and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Ocean.io and Signnow

Ocean.io + Signnow + Slack: When a new event is registered in Ocean.io, a contract is sent via Signnow from a template, and a notification is sent to a Slack channel to inform the sales team.

Signnow + Ocean.io + Pipedrive: When a document is signed via Signnow, the lead status is updated in Ocean.io, and a new deal is created in Pipedrive.

Ocean.io and Signnow integration alternatives

About Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.

About Signnow

Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.

See how Latenode works

FAQ Ocean.io and Signnow

How can I connect my Ocean.io account to Signnow using Latenode?

To connect your Ocean.io account to Signnow on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Ocean.io and click on "Connect".
  • Authenticate your Ocean.io and Signnow accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send contracts when a new lead qualifies?

Yes, you can! Latenode's visual editor makes it easy to trigger Signnow document sends based on Ocean.io lead qualification events, speeding up your sales cycle.

What types of tasks can I perform by integrating Ocean.io with Signnow?

Integrating Ocean.io with Signnow allows you to perform various tasks, including:

  • Automatically sending contracts to qualified leads identified in Ocean.io.
  • Updating lead status in Ocean.io when a contract is signed in Signnow.
  • Creating personalized contracts using lead data from Ocean.io.
  • Tracking contract status within Ocean.io for better sales pipeline visibility.
  • Generating reports on contract completion rates based on Ocean.io lead sources.

What Ocean.io data can I access within Latenode workflows?

You can access lead details, company information, activity history, and custom fields to personalize your Signnow documents.

Are there any limitations to the Ocean.io and Signnow integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows might require advanced JavaScript knowledge.
  • Rate limits on Ocean.io and Signnow APIs may affect high-volume automations.
  • Custom templates in Signnow may need adjustments for optimal data mapping.

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