Docusign + JobAdder

Docusign + JobAdder integrations

Create DocuSign signature requests for new or updated JobAdder candidates

Simplify your hiring process with this JobAdder and DocuSign automation. When a candidate's status is changed or a new candidate is added in JobAdder, this workflow will instantly create a signature request in DocuSign. Save time and effort on managing documents and focus on finding the right fit for your company.

When this happens...
Candidates - New or Status ChangedTriggers when a new Candidate record is created and/or its status is changed.
TriggerInstant
automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWrite

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More things you can do with JobAdder and Docusign

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

- Select entity added to folder
  Required
- Select folder
  Required
- ID for specific sample data
Trigger
Instant
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New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
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- When to Trigger
  Required
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- Interviews Created By
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- Select entity removed from folder
  Required
- Select folder
  Required
- ID for specific sample data
Trigger
Instant
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- Folder ID
  Required
- Operator
  Required
- Entity
  Required
- Entity ID
  Required
Action
Write
- Candidate ID
  Required
- Document Type
  Required
- Filename
  Required
- File
  Required
Action
Write
- Company ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Title
  Required
- Company
  Required
- Work Type
- Stage
  Required
- Value
- Estimated Close
- Job Owner(s)
  Required
- Additional Information
Action
Write
- Job Order ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Application ID
  Required
- Application Status
  Required
- Note Text
Action
Write
- Candidate ID
  Required
- Attachment ID
  Required
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company ID
  Required
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Contact ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Placement ID
  Required
- Job Title
  Required
- Contact ID
- Summary
- Placement Status
- Payment Type
- Start Date
- End Date
- Award
- Industry Code
- Fee Split
- Salary Base
- Superannuation
- Salary Total
- Fee
- Rate Per
- Hours Per Week
- Days Per Week
- Client Rate
- Candidate Rate
- On Costs Type
- On Costs
- Net Margin
- Billing Contact ID
- Billing Address ID
- Billing Email
- Order Reference
- Invoice Reference
- Terms
- Due Date
- Recruiter(s)
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Job Order ID
  Required
Action
Search
- Candidate ID
- Email
  Required
- Find Full Name
- Find Mobile
- First Name
  Required
- Last Name
  Required
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- Email
  Required
- Find Full Name
- Find Company ID
- First Name
  Required
- Last Name
  Required
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to Monitor
  Required
Trigger
Instant
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- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
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Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
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Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
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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.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
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
- 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
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
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.
Action
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
Action
Write
- Template ID
  Required
- Template Name
  Required
- Description
- Email Subject
  Required
- Email Message
- Document
  Required
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
Write
- Envelope ID
  Required
- Include Certificate of Completion
Action
Search
- Envelope ID
  Required
Action
Search
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search

Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- When to Trigger
Trigger
Instant
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New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Trigger
Instant
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New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- Job ID
  Required
- Candidate ID
  Required
- Source
Action
Write
- Application ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Contact ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job Title
  Required
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Owner
  Required
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- All Day
- Priority
- Assignee/s
  Required
- Primary Record Type
  Required
- Primary Record ID
  Required
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
Action
Write
- Placement ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Candidate ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity ID
  Required
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application ID
  Required
Action
Search
- Candidate ID
  Required
- Document
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Placement ID
  Required
Action
Search
- Company ID
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job Title
  Required
- Job Owner
  Required
- Company Name
- Company
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
Action
Search or write
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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- 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
- 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
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
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
- 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
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search

About Docusign

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

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About JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

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