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BambooHR + Docusign

BambooHR + Docusign

BambooHR + Docusign integrations

Upload and organize files in BambooHR when new recipients are delivered documents in Docusign

Streamline your HR processes with this seamless workflow. When delivery to a recipient is confirmed in Docusign, this automation swiftly uploads the associated employee file to BambooHR. This allows for efficient record-keeping and saves valuable time in managing employee documents, enhancing overall HR productivity.

  1. When this happens...
    Recipient Delivered
    Recipient Delivered
    Recipient DeliveredTriggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.
  2. automatically do this!
    Upload Employee File
    Upload Employee File
    Upload Employee FileUploads an Employee File.
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More things you can do with Docusign and BambooHR

Discover other triggers and actions you can use with Docusign and BambooHR

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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About BambooHR
BambooHR is an online human resources software service for small and midsized businesses.
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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