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Business productivity ⇄ Database

Docusign to Reltio integration — real-time, two-way sync

Keep Docusign and Reltio in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Docusign and Reltio

Mirror Docusign's data into Reltio so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Docusign through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in Reltio.

Stacksync mirrors Envelope Custom Fields, Folders, Users, Envelopes from Docusign into Reference Data (RDM), Entities, Relations, Crosswalks in Reltio and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Docusign, so the tool and the database never disagree.

Common use cases

  • 01 Create and send an Envelope from a Template when a CRM Opportunity reaches closed-won, then write the returned envelopeId and status back onto the record.
  • 02 Extract Tabs data captured from signers — text fields, checkboxes, dates — into a warehouse to populate downstream contract or onboarding tables.
  • 03 Mirror the Reltio Activity Log and change history into a database for audit, lineage, and governance reporting.
  • 04 Push cleansed, deduplicated golden records and survivorship results from Reltio back into CRM and ERP systems so every app works from the mastered record.

Common sync patterns

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

Read Docusign with a query

Records from Docusign are ordinary rows in Reltio; join them, index them, and use them in application logic without touching the vendor API.

Automate Docusign from your codebase

Write to the synced tables in Reltio and Stacksync propagates the change into Docusign, replacing custom integration code.

What you can sync between Docusign and Reltio

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Docusign objects Reltio objects How this pairing syncs
Recipients Signers, carbon copies, and agents on an envelope, each with a routing order and status; read recipient progress, write recipient lists when an envelope is created. Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. Recipients is specific to Docusign and Matches (Potential Matches) to Reltio — each maps to any object or custom field on the other side.
Documents The PDF files inside an envelope plus the certificate of completion; read signed output out to a store, or supply source documents on create. Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance reporting. Documents is specific to Docusign and Activity Log to Reltio — each maps to any object or custom field on the other side.
Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. Data Change Requests (DCR) Stewardship change proposals routed through approval workflows; read and written to feed or track governed edits to golden records. Templates is specific to Docusign and Data Change Requests (DCR) to Reltio — each maps to any object or custom field on the other side.
Tabs (form fields) Signature, initial, date, text, and checkbox fields on a document; they carry the data a signer entered and are read out into databases. Reference Data (RDM) Managed lookup and reference values (country codes, standardized values, hierarchies); read and updated so downstream systems share consistent reference data. Tabs (form fields) is specific to Docusign and Reference Data (RDM) to Reltio — each maps to any object or custom field on the other side.
Envelope Custom Fields Text and list metadata used to tag envelopes for reporting; synced to a warehouse or CRM to key and categorize agreements. Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. Envelope Custom Fields is specific to Docusign and Entities to Reltio — each maps to any object or custom field on the other side.
Folders Containers such as Inbox, Sent, and Draft plus custom folders; listed and moved to organize envelopes and drive reporting queries. Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. Folders is specific to Docusign and Relations to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Docusign and Reltio

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Docusign Reltio Sub-second propagation

DetectionDocusign notifies Stacksync of record changes through webhook events. Docusign Connect webhooks push envelope and recipient status-change events in real time.

DeliveryEach detected change is written to Reltio through its API, with automatic retries and rate-limit backoff.

Reltio Docusign Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

DeliveryEach detected change is written to Docusign through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Docusign: Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers.
  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Docusign ⇄ Reltio

Connect Docusign and Reltio for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Reltio connection.

Real-time

Two-way sync

Changes in Docusign or Reltio instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Docusign or Reltio data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Docusign or Reltio record.

Observability

Monitoring

Track your Docusign ⇄ Reltio sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Docusign and Reltio.

How the Docusign and Reltio connectors work

Docusign

Integration surface
eSignature REST API v2.1 (plus Docusign Connect webhooks; separate CLM, Rooms, and Admin APIs)
Authentication
OAuth 2.0 — Authorization Code Grant for interactive apps, or JWT Grant (RSA key pair with user impersonation) for server-to-server integrations
Change detection
Docusign Connect webhooks push envelope and recipient status-change events in real time; polling is the fallback and is limited to once every 15 minutes per envelope
Capabilities
read · write · webhooks
Rate limits
Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers
Docusign setup guide

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

How to connect Docusign to Reltio — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Docusign and Reltio with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Docusign connected
    Reltio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Docusign and Reltio objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Docusign ⇄ Reltio
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Docusign Reltio
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Docusign and Reltio integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 436 integrations available for Docusign and Reltio.

Popular · 6 of 436
All Docusign integrations All Reltio integrations Browse all integrations
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