Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Creates a new shift in a scheduler

Creates a timesheet row for user

Creates a new user in Connecteam

Deletes a single shift by Shift ID

Send a private message (DM) to a specified user within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account. If a conversation between the custom publisher and the selected user already exists, it will send the message to the same conversation, if not, it will create a new conversation.

Update user's custom fields

Update an existing shift.

Find a team or channel chat conversation by its name (title). If the name contains emojis, they will be ignored.

Finds a form submission by its from submission id.

Finds a shift within a specified date range. If multiple shifts match the filters, only the most recently updated one will be returned.

Finds a sub-job by its name. Please note that in the case of two sub-jobs with the same title but under different parent jobs, it will retrieve only the first one matched.

Finds a user in Connecteam by user id, full name, email address or phone number.

Triggers when an envelope is completed.

Triggers when an envelope is created.

Triggers when an envelope is deleted.

Triggers when an envelope is discarded.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

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. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves custom fields (text and list fields) for a specific envelope by ID. Use this search when you need to fetch custom field data without triggering hydration timeouts in your trigger steps.

Retrieves form field data for a specific envelope by ID. Use this search when you need to fetch form data without triggering hydration timeouts in your trigger steps. Note: The "Allow sender to download form data" setting must be enabled in DocuSign (

Retrieves all recipients (signers, agents, editors, carbon copies, etc.) for a specific envelope by ID. Use this search when you need to fetch recipient data without triggering hydration timeouts in your trigger steps.

Archive a single user in the system. Please note that you can only archive users who have the 'user' user type.

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

Create a new task under a specified board. Currently, only 'one-time' task is supported.

Create a new time-off request for a user under a specified policy. The time-off request can be either in pending or approved status.

Creates a note for a specified user.

Send a message to a specific team or channel within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account before proceeding.

Update a form submission.

Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.

Updates the time off balance of a user

Retrieves a form (if exists) by its name. The form includes details such as all associated questions and manager fields.

Finds a job by name or job ID.

Finds a form submission

Finds a task label by its name under a specified task board. In case of two labels with the same title, it will return the first one.

Triggers when selected Docusign events occur.

Triggers when an envelope is corrected.

Triggers when an envelope is declined.

Triggers when an envelope is delivered.

Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.