Bullhorn CRM + Docusign
Send envelopes using template in Docusign for new tasks in Bullhorn CRM
Initiate a smoother document process with this workflow. When a new task is created in your Bullhorn CRM app, it prompts Docusign to send an envelope using a preselected template. This simplifies your process, helping you save time on manual tasking and streamlining your contracts or agreements handling.
Initiate a smoother document process with this workflow. When a new task is created in your Bullhorn CRM app, it prompts Docusign to send an envelope using a preselected template. This simplifies your process, helping you save time on manual tasking and streamlining your contracts or agreements handling.
- When this happens...
New TaskTriggers when a new Task is added to Bullhorn.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWriteCreate a new record or update an existing record in your app.
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EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
Contact Email
Contact Name
Corporation
Correlated Custom Date 1
Correlated Custom Date 2
Correlated Custom Date 3
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text 10
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Corporation
Contact Email
Contact Name
Actual Close Date
Assigned Date
Benefits
Bonus Package
Branch Code
Campaign Source
Committed
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 10
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Cost Center
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 2
Custom Text 20
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Deal Value
Degree List
Description
Education Degree
Effective Date
Estimated Duration
Estimated End Date
Estimated Hours Per Week
Estimated Start Date
Expected Bill Rate
Expected Close Date
Expected Fee
Expected Pay Rate
Egnore Until Date
Is Deleted
Is Open
Mark Up Percentage
Num Openings
On Site
Options Package
Priority
Public Description
Published Zip
Reason Closed
Salary
Salary Unit
Skill List
Source
Status
Type
Weighted Deal Value
Will Relocate
Win Probability Percent
Years Required
Id
Email Blueprint Company Name
Owner Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Render Template TabsRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Tearsheet NameRequired
Person TypeRequired
Fields to LookupRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFederal Filing Status
First Name
Last Name
Email
Username
Is Day Light Savings
Salary
Middle Name
Company Name
Travel Limit
Day Rate
Date Available
Date of Birth
Day Rate Low
Fax 3
Fax 2
Name Prefix
Custom Text 12
Custom Text 11
Custom Text 10
Pager
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Float 3
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Custom Text 20
Ethnicity
Custom Text Block 1
Comments
Custom Float 2
Custom Text Block 2
Custom Float 1
Name Suffix
Phone
Custom Date 1
Custom Int 1
Custom Date 2
Custom Date 3
Custom Int 3
Custom Int 2
Social Security Number (SSN)
Phone 2
Phone 3
LocalAddtionalWitholdingsAmount
Description
Gender
Employee Type
Occupation
Hourly Rate
Fax
Status
Tax State
Company URL
Owner Name
StateAddtionalWitholdingsAmount
Date Available End
Work Phone
Hourly Rate Low
Custom Text 7
Custom Text 6
Custom Text 9
Custom Text 8
Custom Text 3
Custom Text 2
Preferred Contact
Custom Text 5
Custom Text 4
Custom Text 1
Email 2
Email 3
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Id
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
CommentsRequired
Personal Reference EmailRequired
Owner Name
Date Added
Minutes Spent
Personal Reference Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Description
Date Begin
Date End
Date Completed
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Candidate ID
Fields to LookupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Polling Interval
Warning Text
Status
Return only envelopes I created?
Add certificate of completion?
Include documents?
Include recipients?
Include custom fields?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Bullhorn CRM
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