Docusign + Recruit CRM

Update candidates in Recruit CRM when new envelopes are completed in DocuSign

Once your contracts are signed, you'll want to store them in the related record on your ATS or CRM! Use this integration to automatically upload newly signed DocuSign envelopes to Recruit CRM candidate profiles as a custom file field and save yourself the time it takes to manually do it.

Once your contracts are signed, you'll want to store them in the related record on your ATS or CRM! Use this integration to automatically upload newly signed DocuSign envelopes to Recruit CRM candidate profiles as a custom file field and save yourself the time it takes to manually do it.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this...
    Recruit CRMRecruit CRM
    Find Candidates

    Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date and candidate updated date.

    ActionSearch
  3. then do this!
    Recruit CRMRecruit CRM
    Update Candidate

    Updates a candidate.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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  • Signatures

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recruitcrm logo
recruitcrm logo

About Recruit CRM

Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
Learn more

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  • CRM (Customer Relationship Management)

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