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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.
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Create a New Scenario to Connect Ocean.io and Signnow
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
Ocean.io
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Signnow
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.
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.
Set Up the Ocean.io and Signnow Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Signnow
Trigger on Webhook
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Ocean.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, Signnow, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
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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:
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:
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: