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Set up your first integration
Quickly connect Bullhorn CRM to Docusign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bullhorn CRM with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Candidate" from Bullhorn CRM.
Add your action
An action happens after the trigger—such as "Add Document to Workspace (For IAM Plans)" in Docusign.
You’re connected!
Zapier seamlessly connects Bullhorn CRM and Docusign, automating your workflow.
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.
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Practical ways you can use Bullhorn CRM and Docusign
Capture signed agreements from candidates.
When a candidate completes and signs an agreement in DocuSign, Zapier triggers the creation of a new Candidate entry in Bullhorn. This ensures all signed agreements are securely captured and tied directly to candidate records, saving time and ensuring accuracy.
Business OwnerTrack signed documents in candidate profiles.
When HR sends a signing request via DocuSign and it gets completed, Zapier automatically updates the corresponding candidate profile in Bullhorn CRM with a note. This automation helps track completed documents without manual updates, ensuring compliance and organization.
HR & Recruiting OpsLearn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Bullhorn CRM + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bullhorn CRM and Docusign
How can I integrate Bullhorn CRM with Docusign?
You can integrate Bullhorn CRM with Docusign by creating a workflow that starts with a trigger event, such as a new job order or candidate placement in Bullhorn, which then initiates an action in Docusign to send out documents for signature.
Is it possible to automatically send a contract for signature when a candidate is placed in Bullhorn CRM?
Yes, this can be set up by using the 'New Placement' trigger in Bullhorn CRM. Upon triggering, you can configure it to automatically send the relevant documents for signing via Docusign.
What types of documents can be sent from Bullhorn CRM to Docusign?
Typically, employment contracts, NDAs, and other HR-related documents that you have stored or generated using Bullhorn CRM data can be sent to Docusign for signing.
Can the integration between Bullhorn CRM and Docusign update the status of a document directly in the CRM?
Yes, once a document is signed via Docusign, an action can be configured to update the status in Bullhorn CRM. For example, once an NDA is signed and completed in Docusign, the corresponding field or note in Bullhorn could be automatically updated.
What happens if there is an error during the integration triggering process?
If there’s an error during the triggering process between Bullhorn CRM and Docusign, our system logs detailed error messages which help identify whether it's due to connection issues or incorrect configurations. This allows you to quickly troubleshoot and resolve any issues.
How secure is the integration between these two platforms?
We ensure that all data transferred between Bullhorn CRM and Docusign through our platform uses encryption protocols. Both platforms comply with industry security standards to protect sensitive information throughout each transaction process.
Are there pre-configured templates available for sending documents from Bullhorn CRM through Docusign?
Yes, we provide pre-configured templates that you can customize based on your needs. These templates streamline sending employment contracts and other forms directly through your integration setup.
