{ "name": "Automate contract signing from Tally to Airtable and DocuSign", "nodes": [ { "id": "3aece8bb-db25-4999-a1d6-f8437158cdc5", "name": "Receive Tally Form Submission", "type": "n8n-nodes-base.webhook", "position": [ 3584, 1056 ] }, { "id": "65c2fa2f-47b9-4267-b0fc-2e96094f94dd", "name": "Respond to Webhook", "type": "n8n-nodes-base.respondToWebhook", "position": [ 3776, 1056 ] }, { "id": "8fd95630-4c94-444f-88c2-84ac2a2a2109", "name": "Normalize Form Payload", "type": "n8n-nodes-base.code", "position": [ 3984, 1056 ] }, { "id": "125bbcc4-b37f-4be6-82ad-957ce4d1aeed", "name": "Create Airtable Contract Record", "type": "n8n-nodes-base.airtable", "position": [ 4224, 992 ] }, { "id": "db5416cf-151e-4f34-96ec-2e28b52bbc36", "name": "Lookup Service Provider in Airtable", "type": "n8n-nodes-base.airtable", "position": [ 4224, 1184 ] }, { "id": "f4d6e45a-e0d4-4325-8b04-759f98e872ea", "name": "Merge Contract and Provider Data", "type": "n8n-nodes-base.merge", "position": [ 4480, 1088 ] }, { "id": "187ba781-b9f7-4802-a7e1-1ae580084734", "name": "Map Envelope Fields", "type": "n8n-nodes-base.set", "position": [ 4816, 1104 ] }, { "id": "5d7c8c0f-725a-4d12-9385-5907a09f8842", "name": "Route by Signing Arrangement", "type": "n8n-nodes-base.switch", "position": [ 5024, 1088 ] }, { "id": "324965a3-7f2e-42fc-b04a-4fcbc8f5e802", "name": "Send DocuSign Envelope (Both Contacts)", "type": "n8n-nodes-base.httpRequest", "position": [ 5328, 960 ] }, { "id": "fc233fc1-2e0a-4cea-891e-9ac1acdaf0aa", "name": "Send DocuSign Envelope (Primary Only)", "type": "n8n-nodes-base.httpRequest", "position": [ 5328, 1152 ] }, { "id": "df4b2e67-0281-4a15-be68-7cba6601eab4", "name": "Send DocuSign Envelope (Secondary Only)", "type": "n8n-nodes-base.httpRequest", "position": [ 5328, 1360 ] }, { "id": "8b707a9c-a8c4-496c-85e8-982fbaed4588", "name": "Update Contract Status (Both)", "type": "n8n-nodes-base.airtable", "position": [ 5744, 1024 ] }, { "id": "0a90c616-f3fb-4666-ad51-fdc0d76c54ee", "name": "Update Contract Status (Primary)", "type": "n8n-nodes-base.airtable", "position": [ 5744, 1216 ] }, { "id": "1ac67141-d6d2-4a68-8083-02e465ac3f09", "name": "Update Contract Status (Secondary)", "type": "n8n-nodes-base.airtable", "position": [ 5744, 1424 ] }, { "id": "33d04e63-2e5f-4218-9290-46d0e8817f19", "name": "Log Signers to Airtable (Both)", "type": "n8n-nodes-base.airtable", "position": [ 6000, 1024 ] }, { "id": "75c583f6-2273-48c8-b6de-2cfe3d7884d4", "name": "Log Signers to Airtable (Primary)", "type": "n8n-nodes-base.airtable", "position": [ 6000, 1216 ] }, { "id": "52abf005-46b2-487d-8662-4c104526292f", "name": "Log Signers to Airtable (Secondary)", "type": "n8n-nodes-base.airtable", "position": [ 6000, 1424 ] }, { "id": "5ac458fe-33fe-4149-840b-7602192226d7", "name": "Sticky Note - Intro", "type": "n8n-nodes-base.stickyNote", "position": [ 2976, 592 ], "parameters": { "width": 500, "height": 888, "content": "## Automated Contract Signing with Tally and DocuSign\n\n### **What it does:**\nAutomatically processes form submissions (Tally), stores contract data in Airtable, looks up service provider details, rout" } }, { "id": "8272ae99-0ab6-45ff-a434-5817cf806465", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 3536, 832 ], "parameters": { "width": 568, "height": 440, "content": "## 1. Receive & Normalize\n\nTally form webhook triggers the workflow. The Respond to Webhook node immediately returns a 200 OK to prevent retries. The Code node extracts and normalizes all fields from " } }, { "id": "ac69646a-e56a-46cd-904a-40c853436bad", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 4144, 832 ], "parameters": { "width": 582, "height": 524, "content": "## 2. Airtable CRM — Store & Enrich\n\nCreates a new contract record in the **Contracts** table (status: `pending`), then looks up the selected service provider from the **Service Providers** table. The" } }, { "id": "8171e41d-18f0-4a8c-b1d0-6f615a2f6e3b", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 4768, 832 ], "parameters": { "width": 888, "height": 684, "content": "## 3. Route & Send DocuSign Envelope\n\nMaps all fields for the DocuSign API, then routes by signing arrangement to send the correct contract template:\n- **Both Contacts** — Primary + Secondary + Provid" } }, { "id": "a0eaa807-f225-415c-942c-427bf03b50a6", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 5696, 832 ], "parameters": { "width": 616, "height": 780, "content": "## 4. Post-Send CRM Tracking\n\nAfter DocuSign sends the envelope successfully:\n1. Updates the contract record status to `sent` with the `envelope_id`\n2. Logs signer details to the **Signers** table for" } }, { "id": "8a0d2627-43b6-4f87-b709-41c869df0e43", "name": "Sticky Note - Airtable Setup", "type": "n8n-nodes-base.stickyNote", "position": [ 2976, 1504 ], "parameters": { "width": 540, "height": 980, "content": "## Airtable Setup Guide\n\nCreate these 3 tables in your Airtable base:\n\n### Table 1: `Contracts`\n| Column | Type |\n|---|---|\n| `primary_contact_name` | Single line text |\n| `primary_contact_email` | Em" } }, { "id": "bdf4824b-665c-4a04-a613-82a5cbdbb40b", "name": "Sticky Note - DocuSign Setup", "type": "n8n-nodes-base.stickyNote", "position": [ 3568, 1504 ], "parameters": { "width": 540, "height": 320, "content": "## DocuSign Setup\n\n1. Create 3 DocuSign templates matching the signing arrangements\n2. Define roles in each template: `PrimaryContact`, `SecondaryContact`, `ServiceProvider`, `CompanyRep1`, `CompanyRe" } }, { "id": "724ced4f-f7a9-43c6-91d7-e63d6f57b3c5", "name": "Contact & Attribution", "type": "n8n-nodes-base.stickyNote", "position": [ 6368, 832 ], "parameters": { "width": 700, "height": 1284, "content": "## Was this helpful? Get in touch!\n\n[![clic](https://vptkuqoipqbebipqjnqw.supabase.co/storage/v1/object/public/Milo%20Bravo/seeAxWUupcOOXY5tntexZ_video.gif)](https://tally.so/r/EkKGgB)\n\nI really hope " } } ], "connections": { "Respond to Webhook": { "main": [ [ { "node": "Normalize Form Payload", "type": "main", "index": 0 } ] ] }, "Map Envelope Fields": { "main": [ [ { "node": "Route by Signing Arrangement", "type": "main", "index": 0 } ] ] }, "Normalize Form Payload": { "main": [ [ { "node": "Create Airtable Contract Record", "type": "main", "index": 0 }, { "node": "Lookup Service Provider in Airtable", "type": "main", "index": 0 } ] ] }, "Route by Signing Arrangement": { "main": [ [ { "node": "Send DocuSign Envelope (Both Contacts)", "type": "main", "index": 0 } ], [ { "node": "Send DocuSign Envelope (Primary Only)", "type": "main", "index": 0 } ], [ { "node": "Send DocuSign Envelope (Secondary Only)", "type": "main", "index": 0 } ] ] }, "Receive Tally Form Submission": { "main": [ [ { "node": "Respond to Webhook", "type": "main", "index": 0 } ] ] }, "Update Contract Status (Both)": { "main": [ [ { "node": "Log Signers to Airtable (Both)", "type": "main", "index": 0 } ] ] }, "Create Airtable Contract Record": { "main": [ [ { "node": "Merge Contract and Provider Data", "type": "main", "index": 0 } ] ] }, "Merge Contract and Provider Data": { "main": [ [ { "node": "Map Envelope Fields", "type": "main", "index": 0 } ] ] }, "Update Contract Status (Primary)": { "main": [ [ { "node": "Log Signers to Airtable (Primary)", "type": "main", "index": 0 } ] ] }, "Update Contract Status (Secondary)": { "main": [ [ { "node": "Log Signers to Airtable (Secondary)", "type": "main", "index": 0 } ] ] }, "Lookup Service Provider in Airtable": { "main": [ [ { "node": "Merge Contract and Provider Data", "type": "main", "index": 1 } ] ] }, "Send DocuSign Envelope (Primary Only)": { "main": [ [ { "node": "Update Contract Status (Primary)", "type": "main", "index": 0 } ] ] }, "Send DocuSign Envelope (Both Contacts)": { "main": [ [ { "node": "Update Contract Status (Both)", "type": "main", "index": 0 } ] ] }, "Send DocuSign Envelope (Secondary Only)": { "main": [ [ { "node": "Update Contract Status (Secondary)", "type": "main", "index": 0 } ] ] } } }