DocuSign Integration
Documents & TransactionsWhat It Does
DocuSign is the industry-standard platform for electronic signatures and digital transaction management in real estate. It eliminates the printing, scanning, and faxing of contracts by enabling legally binding signatures from any device. Real estate professionals use DocuSign to send purchase agreements, listing contracts, disclosure packets, addendums, and commission agreements for instant signing. The platform tracks who has viewed and signed each document, sends automatic reminders to signers who haven't completed their signatures, and stores fully executed contracts in a secure digital vault.
Why Real Estate Professionals Use It
Real estate transactions involve mountains of paperwork—purchase agreements often exceed 50 pages, disclosure packets include 10+ separate forms, and amendments pile up as negotiations progress. Traditional paper signing requires coordinating in-person meetings with buyers, sellers, listing agents, buyer agents, and sometimes attorneys—all of whom have conflicting schedules. DocuSign collapses this timeline from days to hours by letting everyone sign from their phone during their commute or from their laptop at midnight.
AI Solutions for Documents
CTO's Guide to AI Implementation
Security, compliance, and vendor evaluation frameworks for AI operations
AI Transaction Coordinator
Automate document collection, deadline tracking, and stakeholder updates
Commission & Pipeline Tracker
Real-time dashboard showing deal progress and expected commissions
Key Features for Real Estate
Discover how DocuSign powers real estate automation workflows
Reusable Contract Templates
Create templates for frequently used documents (listing agreements, purchase contracts, buyer rep agreements) with merge fields that auto-populate from your CRM. Templates ensure consistency and eliminate typos from manual entry.
Build a template for your standard listing agreement once, then every new listing auto-fills seller name, property address, commission percentage, and listing duration from HubSpot or Google Sheets—ready to send in 30 seconds.
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Automation Workflows
Ready-to-deploy workflows powered by DocuSign + NextAutomation
Auto-Send Listing Agreement After CMA Presentation
When an agent completes a comparative market analysis presentation and the seller verbally agrees to list, this workflow automatically generates a listing agreement in DocuSign pre-filled with property address, seller names, recommended listing price, commission structure, and listing duration. The agreement is instantly sent to the seller for signature, and once signed, creates a new deal in the CRM and notifies the transaction coordinator to prepare marketing materials.
1Agent records verbal listing commitment in HubSpot or custom form
2n8n retrieves seller contact info, property details, and agreed terms
3Populate DocuSign listing agreement template with merge fields
4Send envelope to seller via DocuSign with 48-hour signing deadline
Listing agreements get signed within hours instead of days. No more printing, scanning, or driving contracts to sellers. Transaction coordinators are immediately notified to start photography and marketing, reducing time-to-market. The signed contract is instantly available in CRM and Drive, eliminating lost paperwork.
Triggers & Actions
Connect DocuSign to your workflows with powerful triggers and actions
Triggers
Envelope Completed
Fires when all required signers have completed their signatures on a DocuSign envelope.
When listing agreement is fully executed by seller and agent, trigger workflow to create new listing deal in CRM, upload signed contract to Google Drive, and notify transaction coordinator to begin marketing prep.
Envelope Sent
Fires when a DocuSign envelope is sent to recipients for signing.
When offer package is sent to seller, create task in CRM for listing agent to follow up in 2 hours, and log activity in deal timeline.
Recipient Signed
Fires when a specific recipient completes their portion of signing (useful in multi-party workflows).
When buyer signs purchase agreement, send notification to listing agent that offer is ready for presentation to seller, and automatically route envelope to seller for review.
Envelope Declined or Voided
Fires when a recipient declines to sign or the sender voids the envelope.
If buyer declines to sign offer, immediately notify buyer agent via Slack and SMS, create task to follow up on objections, and mark deal as 'Offer Declined' in CRM.
Envelope Viewed
Fires when a recipient opens and views the DocuSign envelope (but hasn't signed yet).
When seller opens offer package, send alert to listing agent: 'Seller is reviewing offer now' so agent can stand by for questions or immediate follow-up.
Signing Completed by Specific Recipient
Fires when a designated recipient (e.g., 'Seller 1') completes their signature, even if other signers are still pending.
When first seller signs but second seller (spouse) hasn't, send reminder to second seller and alert agent to follow up if not completed within 6 hours.
Actions
Create Envelope from Template
Creates a new DocuSign envelope using a pre-built template, auto-populating merge fields with data from CRM or form submission.
When new listing deal created in CRM, generate listing agreement envelope with seller name, property address, listing price, and commission terms pre-filled.
Send Envelope
Sends an envelope to specified recipients with optional custom email message and signing order.
After assembling purchase offer package, send to buyer first for signature, then automatically route to listing agent and seller once buyer completes.
Download Completed Document
Downloads the fully executed PDF document with all signatures and certificate of completion.
When purchase agreement is fully signed, download the completed PDF and upload to Google Drive in the property's transaction folder for easy access by all parties.
Void Envelope
Cancels a pending envelope, preventing further signatures and notifying all recipients that the document is no longer valid.
If seller accepts a backup offer before the first buyer signs, void the original offer envelope and send notification that the offer is no longer being considered.
Send Reminder to Recipients
Manually trigger a reminder email to signers who haven't completed their signatures.
If buyer hasn't signed disclosure acknowledgments 48 hours before deadline, send urgent reminder via DocuSign and also trigger SMS notification.
Update Recipient Information
Change recipient email, name, or signing order before the envelope is sent.
If seller provides an updated email address after envelope is created but before sending, update recipient email to ensure they receive the contract.
Get Envelope Status
Retrieves current status of an envelope (sent, delivered, completed, declined, voided) and signing progress by recipient.
Display a real-time dashboard in your CRM showing signing status of all active contracts: green for completed, yellow for pending, red for expired.
Create Envelope with Custom Documents
Creates an envelope from uploaded PDF files rather than templates, useful for one-off documents.
When seller provides a unique repair addendum drafted by their attorney, upload the PDF to DocuSign and send for signatures alongside standard amendment forms.
Setup Guide
Get started in approximately 15 minutes for basic setup; 45 minutes to create templates and test first workflow
Prerequisites
- DocuSign account (Real Estate plan recommended for templates and branding)
- DocuSign API credentials (integration key, user ID, account ID)
- n8n instance (cloud or self-hosted) with DocuSign node available
- Access to your commonly used contract templates in PDF format with fields tagged
Create DocuSign Account and Enable API Access
Sign up for DocuSign at docusign.com (Real Estate plan offers templates and branding). Navigate to Settings → Integrations → Apps and Keys. Create a new app called 'n8n Real Estate Automation' and note your Integration Key. Add a Redirect URI (for OAuth, use https://[your-n8n-domain]/rest/oauth2-credential/callback). Generate an RSA keypair and download the private key—you'll upload this to n8n.
Use DocuSign's Developer Demo account (free) to test your workflows before going live. It functions identically to production but sends test envelopes that are clearly marked as demos.
Configure User Consent for API Access
In DocuSign Apps and Keys, under your app, click 'Generate Access Token' to trigger the OAuth consent flow. Log in with your DocuSign account and grant access. This creates the initial authentication that n8n will use. Copy the Account ID and User ID from the consent screen—you'll need these for n8n credentials.
If you manage multiple DocuSign accounts (personal and brokerage), ensure you authenticate with the correct account. The Account ID determines which DocuSign account your automations will access.
Connect DocuSign to n8n
In n8n, create a new workflow and add a DocuSign node. Click 'Create New Credentials' → 'DocuSign OAuth2 API'. Enter your Integration Key, paste the RSA private key content, enter Account ID and User ID from step 2. Select environment (Production or Demo). Test connection by adding a 'List Templates' action—it should return your DocuSign templates.
Save credentials as 'DocuSign - Production' and create a separate credential for 'DocuSign - Demo' so you can test workflows without sending real contracts to clients.
Create Contract Templates in DocuSign
In DocuSign web interface, go to Templates and create templates for your most-used documents: Listing Agreement, Buyer Representation Agreement, Purchase Agreement. Upload your PDF contract forms, then add fillable fields by dragging text boxes, signature blocks, and date fields onto the document. Use merge field names that match your CRM (e.g., {{Contact.Full_Name}}, {{Property.Address}}, {{Deal.List_Price}}) for easy auto-population.
Name merge fields consistently across all templates (e.g., always use 'seller_full_name', not 'seller name' in one template and 'seller_fullname' in another). This makes n8n workflows reusable across multiple document types.
Configure Signing Order and Recipients
In each DocuSign template, set up recipient roles (Seller 1, Seller 2, Buyer, Listing Agent, Buyer Agent). Assign fields to specific recipients (Seller signs here, Agent initials here). Set signing order: 1 = Seller, 2 = Buyer, 3 = Agents (or whatever order your contracts require). Enable 'Set signing order' to enforce sequential signing.
Use role-based recipients ('Seller', 'Buyer') rather than hard-coded names. When n8n sends the envelope, it will dynamically assign actual contact info to each role, making templates reusable.
Build Your First n8n Workflow
Create a simple workflow: Webhook (receives trigger from CRM) → HTTP Request (retrieves contact data from CRM) → DocuSign 'Create Envelope from Template' → DocuSign 'Send Envelope' → Slack notification. Test by manually triggering the webhook with sample data to ensure envelope is created and sent correctly.
Start with a template that has one signer (listing agreement) before tackling multi-party contracts (purchase agreements). Prove the concept end-to-end before adding complexity like conditional logic or document assembly.
Set Up Webhook to Receive DocuSign Events
In n8n, create a new workflow with a Webhook node as the trigger. Copy the webhook URL (https://[n8n-domain]/webhook/[webhook-id]). In DocuSign, go to Settings → Connect → Add Configuration. Select events to monitor (Envelope Sent, Envelope Completed, Recipient Signed). Paste your n8n webhook URL as the endpoint. DocuSign will now push events to n8n in real-time.
Enable 'Include Envelope Data' in DocuSign webhook settings so events contain full envelope details (signers, document names, envelope ID). This eliminates additional API calls to retrieve data.
Test Envelope Lifecycle and Automations
Send a test envelope to yourself using your n8n workflow. Sign it on your phone to simulate a client experience. Verify that: (1) Envelope arrives with correct data, (2) Signing is smooth and fields are appropriately placed, (3) DocuSign webhooks trigger n8n workflows (check your webhook workflow executions), (4) Completed documents are downloaded and stored where expected, (5) CRM updates happen correctly.
Use a dedicated test contact in your CRM and a 'Test Property' deal to avoid polluting production data. Run 3-5 test transactions to catch edge cases like missing data fields or incorrect signing order.
Frequently Asked Questions
Common questions about DocuSign integration
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