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How to connect Slack and Docusign
Create a New Scenario to Connect Slack 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 Slack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Slack or Docusign will be your first step. To do this, click "Choose an app," find Slack or Docusign, and select the appropriate trigger to start the scenario.
Add the Slack Node
Select the Slack node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Slack 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 Slack 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 Slack 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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Save and Activate the Scenario
After configuring Slack, 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 Slack and Docusign integration works as expected. Depending on your setup, data should flow between Slack 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 Slack and Docusign
Docusign + Google Sheets + Slack: When a DocuSign envelope status is updated to completed, extract the relevant data and log it into a Google Sheet. Then, send a confirmation message to a designated Slack channel.
Docusign + Pipedrive + Slack: When a document is signed in DocuSign (envelope status updated), update the corresponding deal stage in Pipedrive. Then, notify the assigned sales representative in Slack via a direct message.
Slack and Docusign integration alternatives
About Slack
Send Slack messages and automate channel updates directly from Latenode workflows. Get instant alerts on critical events, share data insights, or trigger actions based on user input. Centralize notifications and approvals by combining Slack with databases, CRMs, and AI models within a scalable, low-code environment.
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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 Slack and Docusign
How can I connect my Slack account to Docusign using Latenode?
To connect your Slack account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Slack and click on "Connect".
- Authenticate your Slack and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Docusign agreements from Slack?
Yes, you can! Latenode's visual editor simplifies workflow creation. Trigger Docusign sends directly from Slack messages, saving time and boosting document turnaround.
What types of tasks can I perform by integrating Slack with Docusign?
Integrating Slack with Docusign allows you to perform various tasks, including:
- Send new Docusign envelopes upon receiving a specific Slack command.
- Post Docusign signature completion notifications to a Slack channel.
- Automatically update a spreadsheet with Docusign envelope statuses.
- Create a Docusign envelope when a new user joins a Slack channel.
- Route signed documents to different Slack channels based on content.
What Slack events can trigger Docusign actions in Latenode?
Many! New messages, channel creation, user joins, and more can trigger Docusign workflows. Automate document processes directly from Slack activity.
Are there any limitations to the Slack and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Docusign features may require custom API calls with JavaScript.
- Slack's message rate limits can affect high-volume automated workflows.
- Complex document parsing may need additional configuration.
