Docusign and RocketReach Integration

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Automatically populate Docusign contracts with lead data from RocketReach. Latenode's visual editor makes it simple to customize data flows, add logic with Javascript, and scale document workflows affordably.

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Docusign

RocketReach

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and RocketReach

Create a New Scenario to Connect Docusign and RocketReach

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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or RocketReach will be your first step. To do this, click "Choose an app," find Docusign or RocketReach, and select the appropriate trigger to start the scenario.

Add the Docusign Node

Select the Docusign node from the app selection panel on the right.

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Docusign

Configure the Docusign

Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Docusign

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Connect Docusign

Sign In

Run node once

Add the RocketReach Node

Next, click the plus (+) icon on the Docusign node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.

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Docusign

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RocketReach

Authenticate RocketReach

Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.

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Docusign

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RocketReach

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Connect RocketReach

Sign In

Run node once

Configure the Docusign and RocketReach Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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RocketReach Oauth 2.0

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The action ID

Run node once

Set Up the Docusign and RocketReach 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 Docusign, RocketReach, 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 Docusign and RocketReach integration works as expected. Depending on your setup, data should flow between Docusign and RocketReach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Docusign and RocketReach

Docusign + RocketReach + Salesforce: When a contract is signed (Envelope Status Updated), find the signer's contact information using RocketReach, and then update the corresponding contact record in Salesforce with the newly found information.

RocketReach + Docusign + Slack: Find decision-makers at target companies using RocketReach, send them a contract via Docusign, and notify the sales team in Slack about the sent contract, including a link to the envelope.

Docusign and RocketReach integration alternatives

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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About RocketReach

Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.

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See how Latenode works

FAQ Docusign and RocketReach

How can I connect my Docusign account to RocketReach using Latenode?

To connect your Docusign account to RocketReach on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docusign and click on "Connect".
  • Authenticate your Docusign and RocketReach accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send contracts to new leads from RocketReach?

Yes, you can! Latenode automates the process, triggering Docusign envelopes for new RocketReach leads. This ensures timely outreach and accelerates deal closures, with low-code logic and built-in AI.

What types of tasks can I perform by integrating Docusign with RocketReach?

Integrating Docusign with RocketReach allows you to perform various tasks, including:

  • Automatically sending contracts to new contacts found in RocketReach.
  • Updating contact information in RocketReach based on Docusign activity.
  • Generating Docusign envelopes from data enriched by RocketReach.
  • Triggering follow-up emails after a document is signed in Docusign.
  • Archiving signed documents and updating contact records automatically.

How secure is Docusign data when using the Latenode integration?

Latenode employs enterprise-grade security measures, including encryption, to protect your Docusign data and ensure secure workflows.

Are there any limitations to the Docusign and RocketReach integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by Docusign and RocketReach may affect high-volume workflows.
  • Advanced Docusign features might require custom scripting in Latenode.
  • RocketReach data accuracy depends on their data sources, impacting automation.

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