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Automatically trigger Signnow e-signature requests from new leads tracked in WhatConverts. Latenode's visual editor and affordable pricing make it easy to build and scale this high-impact automation, adding custom logic with JavaScript for advanced handling.
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Create a New Scenario to Connect Signnow and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Signnow or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Signnow node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
Signnow
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WhatConverts
Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Signnow and WhatConverts 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 WhatConverts 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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WhatConverts
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, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Signnow and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
WhatConverts + Signnow + Google Sheets: When a new lead is registered in WhatConverts, track their details. When their associated document is signed via Signnow, update the lead information in Google Sheets.
WhatConverts + Signnow + Slack: When a new lead is created in WhatConverts, and a document related to them is fully signed via Signnow, send a notification to a Slack channel.
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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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How can I connect my Signnow account to WhatConverts using Latenode?
To connect your Signnow account to WhatConverts on Latenode, follow these steps:
Can I track document completion in WhatConverts from Signnow?
Yes, with Latenode! Automatically update WhatConverts when a Signnow document is completed. This provides instant insights into which marketing efforts drive signed documents.
What types of tasks can I perform by integrating Signnow with WhatConverts?
Integrating Signnow with WhatConverts allows you to perform various tasks, including:
What Signnow document data can I access within Latenode workflows?
You can access signer names, email addresses, signature dates, document IDs, and custom field values to enhance your automation.
Are there any limitations to the Signnow and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: