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How to connect Qwilr and Docusign
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Docusign will be your first step. To do this, click "Choose an app," find Qwilr or Docusign, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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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Docusign
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Trigger on Webhook
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Qwilr
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Save and Activate the Scenario
After configuring Qwilr, 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 Qwilr and Docusign integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Docusign
Qwilr + Docusign + Salesforce: When a Qwilr proposal is accepted, triggering a Docusign envelope, automatically update the corresponding opportunity in Salesforce.
Docusign + Qwilr + Slack: When a Docusign envelope, initiated from a Qwilr page, reaches a specific status, notify the sales team in Slack.
Qwilr and Docusign integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and Docusign
How can I connect my Qwilr account to Docusign using Latenode?
To connect your Qwilr account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Qwilr projects after document signing?
Yes, you can! Latenode's visual editor makes it easy to trigger updates in Qwilr upon Docusign completion. This ensures your project status always reflects the latest agreement.
What types of tasks can I perform by integrating Qwilr with Docusign?
Integrating Qwilr with Docusign allows you to perform various tasks, including:
- Automatically send a Docusign envelope when a Qwilr project is created.
- Update a Qwilr project status when a Docusign envelope is completed.
- Archive Qwilr projects after the associated document is signed in Docusign.
- Create new Qwilr clients from completed Docusign form data.
- Send personalized thank you emails upon document signing via Docusign.
How easily can I use JavaScript with my Qwilr and Docusign workflows?
Latenode lets you inject custom JavaScript code directly into your workflows, unlocking advanced logic and data manipulation beyond simple no-code blocks.
Are there any limitations to the Qwilr and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require custom JavaScript.
- Rate limits imposed by Qwilr and Docusign still apply.
- Some advanced Docusign features might need custom API calls.
