DocuSign + Personio

Upload newly-completed envelops from DocuSign to Personio employees

Streamline your document workflows by cutting out the hassle of manual file management. With this Zap in place, each new completed envelope from Docusign will be automatically uploaded to an existing employee in Personio.

When this happens...
Envelope Sent or Completed
Triggers when an envelope is sent or completed. 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. Zapier will only fetch data and documents for envelope types that have been selected.
TriggerScheduled
automatically do this...
Find Employee
Finds a employee based on email.
ActionSearch
then do this!
Upload File to Employee
Creates a new upload_file_to_employee, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Trigger
Scheduled
Try It
Employee Updated
Triggers when an employee is updated.
Trigger
Scheduled
Try It

Updated Attendance
Triggers when an attendace record is updated.
Trigger
Scheduled
Try It
- EmployeeRequired
  Employee ID
- Absence typeRequired
- Start dateRequired
  Absence Start Date
- End dateRequired
  Absence End Date
- Half-day Off Start DateRequired
  Whether the start date is a half-day off
- Half-day Off End DateRequired
  Whether the end date is a half-day off
- Comment
- Skip Approval
  Optional, default value is true. If set to false, the approval status of the absence request will be "pending" if an approval rule is set for the absence type in Personio. The respective approval flow will be triggered.
Action
Write

- File
  A file from a previous step or a URL pointing to the desired file.
- File Title
  Title of the file to be uploaded (Required if uploading a file).
- Category ID
  ID of the document Category (Required if uploading file).
- File Comment
  Optional comment that can be added to the uploaded document.
Action
Write
- File
  A file from a previous step or a URL pointing to the desired file.
- File Title
  Title of the file to be uploaded (Required if uploading a file).
- Category ID
  ID of the document Category (Required if uploading file).
- File Comment
  Optional comment that can be added to the uploaded document.
Action
Write
- Employee IDRequired
  Not sure of the employee ID? Add an Employee search step before this one.
Action
Search
- EmailRequired
  Find the Employee with this email.
Action
Search
- Employee IDRequired
  Not sure of the employee ID? Add an Employee search step before this one.
- Include Pending
  Returns Attendances with a status of pending as well as confirmed.
- Project ID
- EmployeeRequired
  Employee ID
- DateRequired
  Date of the attendance period
- Start TimeRequired
  Must be in the format: "HH:MM"
- End TimeRequired
  Must be in the format: "HH:MM"
- BreakRequired
  Break time in minutes
- CommentRequired
Action
Search or write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
New Absence
Triggers when a new absence is created.
Trigger
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Open Position
Triggers when a new open position is created.
Trigger
Scheduled
Try It
- Job PositionRequired
  ID of the job position that this application is for
- First NameRequired
  First name of the applicant
- Last NameRequired
  Last name of the applicant
- EmailRequired
  Email address of the applicant
- Gender
  Gender of the applicant
- Phone
  Phone number of the applicant
- Location
  Current location of the applicant
- Salary Expectations
  Salary expectations of the applicant (Will not be parsed, so you can transfer values like "minimum 50k")
- Available From
  Date which this applicant is available from
- Message
  Initial message from the applicant
- Birthday
  Birthday of the applicant
- Recruiting Channel ID
  See https://<YOUR_COMPANY>.personio.de/configuration/recruiting/channels for possible values.
- File
  A file from a previous step or a URL pointing to the desired file. Link must be a downloadable and publicly accessible.
- Desired File Name
  Required if uploading a file. Please make sure to provide a file extension (e.g. .pdf, .jpg, .docx, etc.).
- File Category
  Required if uploading a file.
Action
Write
- Project ID
- EmployeeRequired
  Employee ID
- DateRequired
  Date of the attendance period
- Start TimeRequired
  Must be in the format: "HH:MM"
- End TimeRequired
  Must be in the format: "HH:MM"
- BreakRequired
  Break time in minutes
- CommentRequired
Action
Write
- Attendance IDRequired
- Date
- Start Time
  Should be in the format: HH:MM
- End Time
  Should be in the format: HH:MM
- Break
  Break time in minutes
- Comment
Action
Write
- Employee IDRequired
  The ID of the employee.
- Category IDRequired
  ID of the document category.
- FileRequired
  A file from a previous step or a URL pointing to the desired file.
- Desired File NameRequired
  Must have the file extension (e.g. .pdf, .jpg, .docx, etc.).
- File Comment
  Optional comment(s) that can be added to the uploaded document.
Action
Write
- Employee IDRequired
  Not sure of the employee ID? Add an Employee search step before this one.
- Include Pending
  Returns Attendances with a status of pending as well as confirmed.
Action
Search
- Employee IDRequired
  Not sure of the employee ID? Add an Employee search step before this one.
- EmployeeRequired
  Employee ID
- Absence typeRequired
- Start dateRequired
  Absence Start Date
- End dateRequired
  Absence End Date
- Half-day Off Start DateRequired
  Whether the start date is a half-day off
- Half-day Off End DateRequired
  Whether the end date is a half-day off
- Comment
- Skip Approval
  Optional, default value is true. If set to false, the approval status of the absence request will be "pending" if an approval rule is set for the absence type in Personio. The respective approval flow will be triggered.
Action
Search or write
- EmailRequired
  Find the Employee with this email.
- File
  A file from a previous step or a URL pointing to the desired file.
- File Title
  Title of the file to be uploaded (Required if uploading a file).
- Category ID
  ID of the document Category (Required if uploading file).
- File Comment
  Optional comment that can be added to the uploaded document.
Action
Search or write

About DocuSign

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

Related categories

Signatures

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About Personio

Personio is a holistic HR software for companies from 10 - 2000 employees.

Learn more

Related categories

Human Resources

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DocuSign + Personio

Upload newly-completed envelops from DocuSign to Personio employees

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Attendance

Employee Updated

Updated Attendance

Create Absence

EmployeeRequired

Absence typeRequired

Start dateRequired

End dateRequired

Half-day Off Start DateRequired

Half-day Off End DateRequired

Comment

Skip Approval

Create Employee

File

File Title

Category ID

File Comment

Update Employee

File

File Title

Category ID

File Comment

Find Absence

Employee IDRequired

Find Employee

EmailRequired

Find or Create Attendance

Employee IDRequired

Include Pending

Project ID

EmployeeRequired

DateRequired

Start TimeRequired

End TimeRequired

BreakRequired

CommentRequired

New Folder

App Extensions (Beta)

Owner

App ExtensionRequired

New Absence

New Employee

New Open Position

Create Applicant

Job PositionRequired

First NameRequired

Last NameRequired

EmailRequired

Gender

Phone

Location

Salary Expectations

Available From

Message

Birthday

Recruiting Channel ID

File

Desired File Name

File Category

Create Attendance