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Automate signed document follow-ups using Vapi voice calls with Signnow. Latenode's visual editor and affordable execution pricing make automating crucial workflows easy and scalable. Add custom logic using JavaScript as needed.
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Create a New Scenario to Connect Signnow and Vapi
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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Vapi will be your first step. To do this, click "Choose an app," find Signnow or Vapi, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
Signnow
Add the Vapi Node
Next, click the plus (+) icon on the Signnow node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
Signnow
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Vapi
Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Signnow and Vapi 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 Signnow and Vapi 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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Vapi
Trigger on Webhook
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Signnow
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Signnow, Vapi, 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 Signnow and Vapi integration works as expected. Depending on your setup, data should flow between Signnow and Vapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Signnow + Vapi + Google Sheets: When a document is fully signed in Signnow, trigger a workflow to log call details from Vapi (assuming call is linked to the document) and add the contract details along with relevant call information to a Google Sheets spreadsheet for tracking.
Vapi + Signnow + Slack: When a call is made using Vapi and a corresponding document is signed in Signnow, a notification is sent to a designated Slack channel to highlight successful interactions that led to a signed contract.
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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About Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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How can I connect my Signnow account to Vapi using Latenode?
To connect your Signnow account to Vapi on Latenode, follow these steps:
Can I automatically call signees post-signature?
Yes, easily! Latenode lets you trigger Vapi calls immediately after a Signnow document is signed. Automate follow-ups and boost engagement effortlessly.
What types of tasks can I perform by integrating Signnow with Vapi?
Integrating Signnow with Vapi allows you to perform various tasks, including:
Can I use custom JavaScript to manipulate Signnow data?
Yes! Latenode allows you to use custom JavaScript to transform Signnow data before sending it to Vapi, giving you full control.
Are there any limitations to the Signnow and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: