RD Station and Docusign Integration

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Automatically send contracts for signature from RD Station leads and track their status in real time. Latenode's visual editor makes customization simple, and affordable execution-based pricing makes scaling effortless.

Swap Apps

RD Station

Docusign

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Docusign

Create a New Scenario to Connect RD Station and Docusign

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

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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RD Station

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Connect RD Station

Sign In
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Run node once

Add the Docusign Node

Next, click the plus (+) icon on the RD Station 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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Docusign

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.

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Docusign

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Connect Docusign

Sign In
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Run node once

Configure the RD Station 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.

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Docusign

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Connect Docusign

Docusign Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the RD Station 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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Webhook response

Save and Activate the Scenario

After configuring RD Station, 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 β€œRun once” and triggering an event to check if the RD Station and Docusign integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Docusign

RD Station + Docusign + Google Sheets: When a new lead conversion occurs in RD Station, and the corresponding document is signed in Docusign (Envelope Status Updated), a new row is added to a Google Sheet to track the signed contract.

RD Station + Docusign + Slack: When a new lead conversion occurs in RD Station, and the corresponding document is signed in Docusign (Envelope Status Updated), send a message to a Slack channel to notify the sales team.

RD Station and Docusign integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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.

See how Latenode works

FAQ RD Station and Docusign

How can I connect my RD Station account to Docusign using Latenode?

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

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

Can I automatically send contracts after lead conversion using RD Station and Docusign integration?

Yes, you can! Latenode enables automated contract sending, drastically cutting down manual work. Trigger document flows in Docusign when a lead converts in RD Station, improving response time.

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

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

  • Automatically sending contracts when a lead reaches a specific RD Station stage.
  • Updating RD Station lead information when a Docusign envelope is completed.
  • Creating personalized contracts pre-filled with data from RD Station lead fields.
  • Triggering email sequences in RD Station after a contract is signed in Docusign.
  • Archiving signed documents in a designated cloud storage location.

How can I ensure data security when transferring data from RD Station?

Latenode uses secure protocols and encryption to protect your data. You control data mapping, ensuring only necessary info is shared between RD Station and other services.

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

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

  • Complex document formatting within Docusign might require custom code.
  • Very high volumes of document generation might require a higher Latenode plan.
  • Real-time updates depend on RD Station and Docusign API availability.

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