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How to connect Square and Docusign
Create a New Scenario to Connect Square 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 Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Docusign will be your first step. To do this, click "Choose an app," find Square or Docusign, and select the appropriate trigger to start the scenario.
Add the Square Node
Select the Square node from the app selection panel on the right.
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Add the Docusign Node
Next, click the plus (+) icon on the Square 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 Square 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 Square 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Square, 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 Square and Docusign integration works as expected. Depending on your setup, data should flow between Square 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 Square and Docusign
Docusign + Square + Google Sheets: When a Docusign envelope is completed, download the document and find the corresponding payment in Square. Then, log the contract details and payment information into a Google Sheet for tracking and reporting.
Docusign + Square + QuickBooks: When a Docusign envelope is completed, create a new invoice in QuickBooks for the amount specified in the Docusign envelope and finalized the payment via Square by creating paid order.
Square and Docusign integration alternatives
About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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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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FAQ Square and Docusign
How can I connect my Square account to Docusign using Latenode?
To connect your Square account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Square and click on "Connect".
- Authenticate your Square and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after a Square transaction?
Yes, you can! Latenode automates sending Docusign contracts upon successful Square payments. This streamlines your sales process, saving time and ensuring prompt documentation.
What types of tasks can I perform by integrating Square with Docusign?
Integrating Square with Docusign allows you to perform various tasks, including:
- Automatically sending a contract when a Square payment is received.
- Creating and sending invoices via Square after contract signing in Docusign.
- Updating customer records in Square with information from signed Docusign documents.
- Triggering payment requests in Square when a Docusign agreement is completed.
- Generating personalized sales agreements using AI based on Square transaction details.
How secure is connecting Square and Docusign through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Square and Docusign data during integration and workflow execution.
Are there any limitations to the Square 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 code.
- Large file attachments in Docusign may impact workflow performance.
- Real-time synchronization depends on the API rate limits of Square and Docusign.
