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Quickly connect BrightHR to Docusign with a Zapier template.

Our most popular template

Send DocuSign signature requests for new BrightHR employees
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BrightHR + Docusign
Send documents using DocuSign when new employees are added to BrightHR
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BrightHR + Docusign
Send envelopes using a template in DocuSign for every new employee added in BrightHR
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BrightHR + Docusign

Send DocuSign signature requests for new BrightHR employees

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BrightHR + Docusign

Send documents using DocuSign when new employees are added to BrightHR

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BrightHR + Docusign

Send envelopes using a template in DocuSign for every new employee added in BrightHR

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BrightHR + Docusign

How Zapier works

Zapier makes it easy to integrate BrightHR with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from BrightHR

A trigger is an event that starts your Zap and runs the workflow. For example, with BrightHR, a trigger could be "Approved Absence Request."

A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Add to Bulk Send List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BrightHR to Docusign

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about BrightHR + Docusign integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BrightHR and Docusign

Can BrightHR integrate with Docusign for electronic signature management?

Yes, through our integration, you can connect BrightHR with Docusign to automate your employee document management and electronic signature processes.

What triggers can I use in the BrightHR and Docusign integration?

You can use triggers such as a new document uploaded in BrightHR or an employee contract created, which then initiates an action in Docusign to request a signature.

Are there any actions supported after a trigger from BrightHR?

Certainly! After a trigger from BrightHR, actions like sending documents for signatures or informing HR managers once recipients sign the documents are supported in Docusign.

How secure is the connection between BrightHR and Docusign?

We prioritize security and ensure that data transferred between BrightHR and Docusign is encrypted and complies with industry standards for privacy and security.

Can I track the status of my documents sent through this integration?

Yes, you will receive status updates on your documents within BrightHR once they undergo changes in Docusign, such as when they've been signed or declined.

What happens if there is an error in sending a document to be signed?

If an error occurs while sending a document from BrightHR to be signed via Docusign, you'll receive notifications detailing the issue so corrective actions can be taken promptly.

Does the integration support multiple signature requests simultaneously?

Yes, you can initiate multiple signature requests at once by selecting several documents in BrightHR that need signing via Docusign.

Connect BrightHR and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Approved Absence Request
Triggers when my absence request has been approved.
Trigger
Scheduled
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- Only Trigger when I Clock in
  Required
Trigger
Instant
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New Pending Absence Request
Triggers when I have a new absence request to approve.
Trigger
Scheduled
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to Monitor
  Required
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write

- Only Trigger when I Clock in
  Required
Trigger
Instant
Try It
New Employee Added
Triggers when a new employee is added to BrightHR.
Trigger
Instant
Try It
- Date
  Required
Action
Search
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog

About BrightHR

BrightHR is a people management platform that saves you time, money, and effort whether you're managing shift workers at a shop or full-time staff at a large company.