Hi everyone,

I’m trying to create an integration between RD Station CRM and DocuSign to automate the process of sending contracts to my clients. The idea is that when a deal reaches a specific stage in the CRM (e.g., “Proposal”), the system should automatically send the contract for signature via DocuSign and then update the deal in RD with the contract status and signing link.

So far, I’ve found that:

• RD Station CRM provides a REST API to manage deals and contacts.

• DocuSign also provides an API to create and send envelopes for signature.

• I haven’t found any native integration between the two.

My questions are:

1. Has anyone implemented something similar using direct API integration or via tools like n8n / Zapier / Make?

2. What’s the best approach to automatically update the contract status back in RD Station CRM?

3. Are there any common pitfalls or limitations I should be aware of when building this integration?

Thanks in advance for any help!