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How to connect Scoro and Docusign
Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or Docusign will be your first step. To do this, click "Choose an app," find Scoro or Docusign, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Scoro 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 Scoro 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 Scoro 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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Scoro
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Save and Activate the Scenario
After configuring Scoro, 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 Scoro and Docusign integration works as expected. Depending on your setup, data should flow between Scoro 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 Scoro and Docusign
Docusign + Google Calendar + Scoro: When a contract is signed in DocuSign, create a project kickoff meeting in Google Calendar. The meeting details can be logged or linked within Scoro for project management purposes.
Scoro + Docusign + Slack: When a proposal sent from Scoro is signed via DocuSign, notify the sales team in Slack, ensuring prompt follow-up and action.
Scoro and Docusign integration alternatives
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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 Scoro and Docusign
How can I connect my Scoro account to Docusign using Latenode?
To connect your Scoro account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Scoro and click on "Connect".
- Authenticate your Scoro and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when deals are won?
Yes, you can! Latenode lets you trigger Docusign envelopes upon Scoro deal stage changes, eliminating manual steps and accelerating your sales cycle. Leverage advanced logic for customized workflows.
What types of tasks can I perform by integrating Scoro with Docusign?
Integrating Scoro with Docusign allows you to perform various tasks, including:
- Automatically sending contracts for signature when a new deal is created in Scoro.
- Updating the deal status in Scoro once the contract is fully signed in Docusign.
- Creating a new project in Scoro when a signed contract is received in Docusign.
- Generating personalized contracts with data pulled directly from Scoro contacts.
- Archiving signed documents in a designated folder upon completion in Docusign.
How do I customize data mapping between Scoro and Docusign?
Latenode offers a visual data mapper. Easily map fields between Scoro and Docusign for seamless information flow. Use JavaScript for advanced transformations!
Are there any limitations to the Scoro and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Large file attachments might affect workflow execution speed.
- API rate limits of Scoro and Docusign may impact high-volume workflows.
