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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.
Connect RD Station and Docusign in minutes with Latenode.
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Create a New Scenario to Connect RD Station and Docusign
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
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.
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.
RD Station
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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.
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.
Set Up the RD Station and Docusign Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Docusign
Trigger on Webhook
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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, Docusign, and any additional nodes, donโt 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 โRun onceโ 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.
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.
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.
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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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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:
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:
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: