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.

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.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this...
    PersonioPersonio
    Find Employee

    Finds a employee based on email.

    ActionSearch
  3. then do this!
    PersonioPersonio
    Upload File to Employee

    Uploads a new file to an employee.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
  • Personio triggers, actions, and search

    New Absence

    Triggers when a new absence is created.

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Personio triggers, actions, and search

    New Attendance

    Triggers when an employee or manager logs an attendance record for the day.

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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personio logo
personio logo

About Personio

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

Related categories

  • Human Resources