Automate contract signing from Tally to Airtable and DocuSign
Ready for 3.0What this workflow does
This workflow has 17 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Airtable. It also calls demo.docusign.net over HTTP.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Respond to Webhook: sends the response back to the webhook caller
- Normalize Form Payload (Code): runs custom JavaScript code
- Create Airtable Contract Record (Airtable): create
- Lookup Service Provider in Airtable (Airtable): search
- Merge: merges the data from its input branches
- Map Envelope Fields (Edit Fields (Set)): sets 20 fields: primary_contact_name, primary_contact_email, primary_contact_address…
- Route by Signing Arrangement (Switch): routes items into 3 branches
- Send DocuSign Envelope (Both Contacts) (HTTP Request): calls demo.docusign.net (POST)
- Send DocuSign Envelope (Primary Only) (HTTP Request): calls demo.docusign.net (POST)
- Send DocuSign Envelope (Secondary Only) (HTTP Request): calls demo.docusign.net (POST)
…plus 6 more steps. See the full node list below.
Services it uses
HTTP calls to: demo.docusign.net
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Webhook
n8n-nodes-base.webhook - Respond to Webhook
n8n-nodes-base.respondToWebhook - Code
n8n-nodes-base.code - Airtable
n8n-nodes-base.airtable - Merge
n8n-nodes-base.merge - Edit Fields (Set)
n8n-nodes-base.set - Switch
n8n-nodes-base.switch - HTTP Request
n8n-nodes-base.httpRequest
From the author
Automated Contract Signing: Tally, Airtable & DocuSign Who is this for? Business who manually prep/route DocuSign envelopes and want zero-touch contract signing from form submission. --- What problem is this workflow solving? Contract chaos kills velocity: -…