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.


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.
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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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.
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.
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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AI Anthropic Claude 3
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RocketReach
Trigger on Webhook
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Docusign
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Iterator
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Webhook response


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.