Formstack Documents + DocuSign + JobAdder Integrations
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Do even more with Formstack Documents + DocuSign + JobAdder
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, DocuSign, and JobAdder. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Download File
Do you need to download this document to Zapier for another action?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTemplate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to Trigger
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to Trigger
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Interviews Created By
Trigger for interviews created by connected user only / all users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to Trigger
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select entity removed from folderRequired
Select folderRequired
ID for specific sample data
This ID is for getting a specific sample data for the entity selected and is not used in the automated zaps. Make sure the ID of the entity selected exists.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
Document TypeRequired
FilenameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Use the Search - Find Company to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Candidates > Salutation).
Mobile
Phone
Date of Birth
Accepted formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Source
Select "Use a custom value" to utilise a Source Name from a previous step.
Candidate Status
If using custom value, please enter the ID of existing status.
Candidate Internal Rating
Recruiter/s
If using custom value, please enter the ID of existing user.
Street Line 1
Street Line 2
City
State
Postcode
Country Code (Alpha-2)
Please enter the 2 letter country code (Alpha-2).
LinkedIn
Facebook
Twitter
Employer
Position
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Salary Rate
Position
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Use this option if candidate is available immediately. Leave other availability options blank.
Relative Unit
Use this option if candidate is relatively available. Make sure to also select the Relative Period while keeping the other options blank.
Relative Period
Use this option if candidate is relatively available. Make sure to also select the Relative Unit while keeping the other options blank.
From Date
Use this option if candidate is available on a specific date. Leave other availability options blank. Accepted date formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
Mobile
Unsubscribed
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Contacts > Salutation).
Status
If using custom value, please enter the ID of existing status.
Company
If using custom value, please enter the ID of existing company.
Position
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Order IDRequired
Use the Search - Find Job Order to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application IDRequired
Use the Search - Find Application to obtain the ID if not retrievable from a previous step.
Application StatusRequired
If using custom value, please enter the ID of existing status.
Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Use the Search - Find Candidate to obtain the Candidate ID if not retrievable from a previous step.
Categories
Either Categories / Sub Categories / Skills is required. Make sure to separate Categories by comma (,) and that these categories exist in the account. Please note that this will overwrite existing skills if they are under the same Category
Sub Categories
Either Categories / Sub Categories / Skills is required. Make sure to separate Sub Categories by comma (,) and that these sub categories exist in the account. Please note that this will overwrite existing skills if they are under the same Category
Skills
Either Categories / Sub Categories / Skills is required. Make sure to separate Skills by comma (,) and that these skills exist in the account. Please note that this will overwrite existing skills if they are under the same Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Use the Search - Find Contact to obtain the ID if not retrievable from a previous step.
First Name
Last Name
Email
Phone
Mobile
Unsubscribed
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Contacts > Salutation).
Contact Status
If using custom value, please enter the ID of existing status.
Company
Only supports updating company of contacts that are not assigned to a company. Moving contacts from one company to another is not supported, will return an error and will have to be done manually in JobAdder. If using custom value, please enter the ID of existing company.
Position
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate ID
Using this will obtain the specific record and other fields will not need to be entered.
Email
Using this will obtain the specific record and other fields will not need to be entered.
Find Full Name
if creating a candidate record, please use email field only to find candidate record.
Find Mobile
if creating a candidate record, please use email field only to find candidate record.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Using this will obtain the specific record and other fields will not need to be entered.
Email
Using this will obtain the specific record and other fields will not need to be entered.
Find Full Name
if creating a contact record, please use email field only to find contact record.
Find Company ID
if creating a contact record, please use email field only to find contact record.
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement ID
Using this will obtain the specific record and other fields will not need to be entered.
Candidate Full Name
Candidate ID
Company Full Name
Company ID
Placement Approved?
Placement Type
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
Use the Search - Find Company to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order IDRequired
Use the Search - Find Job Order to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate ID
Using this will obtain the specific record and other fields will not need to be entered.
EmailRequired
Using this will obtain the specific record and other fields will not need to be entered.
Find Full Name
if creating a candidate record, please use email field only to find candidate record.
Find Mobile
if creating a candidate record, please use email field only to find candidate record.
First NameRequired
Last NameRequired
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Candidates > Salutation).
Mobile
Phone
Date of Birth
Accepted formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Source
Select "Use a custom value" to utilise a Source Name from a previous step.
Candidate Status
If using custom value, please enter the ID of existing status.
Candidate Internal Rating
Recruiter/s
If using custom value, please enter the ID of existing user.
Street Line 1
Street Line 2
City
State
Postcode
Country Code (Alpha-2)
Please enter the 2 letter country code (Alpha-2).
LinkedIn
Facebook
Twitter
Employer
Position
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Salary Rate
Position
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Use this option if candidate is available immediately. Leave other availability options blank.
Relative Unit
Use this option if candidate is relatively available. Make sure to also select the Relative Period while keeping the other options blank.
Relative Period
Use this option if candidate is relatively available. Make sure to also select the Relative Unit while keeping the other options blank.
From Date
Use this option if candidate is available on a specific date. Leave other availability options blank. Accepted date formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ID
Using this will obtain the specific record and other fields will not need to be entered.
EmailRequired
Using this will obtain the specific record and other fields will not need to be entered.
Find Full Name
if creating a contact record, please use email field only to find contact record.
Find Company ID
if creating a contact record, please use email field only to find contact record.
First NameRequired
Last NameRequired
Phone
Mobile
Unsubscribed
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Contacts > Salutation).
Status
If using custom value, please enter the ID of existing status.
Company
If using custom value, please enter the ID of existing company.
Position
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OutputRequired
File Name
Your desired name of the combined file (no extension).
File 1Required
File 2
File 3
File 4
File 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RouteRequired
Download File
Do you need to download this document to Zapier for another action?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOwner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select entity added to folderRequired
Select folderRequired
ID for specific sample data
This ID is for getting a specific sample data for the entity selected and is not used in the automated zaps. Make sure the ID of the entity selected exists.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Retained Invoice Sent
Triggers when a retained invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to TriggerRequired
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to Trigger
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to Trigger
Trigger for New Records and/or Status Changes (defaults to New Records Only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Application IDRequired
Use the Search - Find Application to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Status
If using custom value, please enter the ID of existing status.
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Job Description
Work TypeRequired
If using custom value, please enter the ID of existing work type.
Number of Jobs
Job OwnerRequired
If using custom value, please enter the ID of existing user.
Status
If using custom value, please enter the ID of existing status.
Location
If using custom value, please enter the ID of existing location.
Company
If using custom value, please enter the ID of existing company.
Recruiter/s
If using custom value, please enter the ID of existing user.
Amount
A number from 0 to 100.
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Placement IDRequired
You can use the Search - Find Placement to obtain the ID if not retrievable from a previous step.
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
First Name
Last Name
Email
Salutation
Ensure the salutation has been entered in your JobAdder Account first (Account > Admin > Candidates > Salutation).
Mobile
Phone
Date of Birth
Accepted formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Status
If using custom value, please enter the ID of existing status.
Candidate Internal Rating
Seeking?
Are they looking for work?
Recruiter/s
Street Line 1
Street Line 2
City
State
Postal Code
Country Code (Alpha-2)
Please enter the 2 letter country code (Alpha-2).
LinkedIn
Facebook
Twitter
Employer
Positon
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Salary Rate
Position
Work Type
If using custom value, please enter the ID of existing work type.
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Use this option if candidate is available immediately. Leave other availability options blank.
Relative Unit
Use this option if candidate is relatively available. Make sure to also select the Relative Period while keeping the other options blank.
Relative Period
Use this option if candidate is relatively available. Make sure to also select the Relative Unit while keeping the other options blank.
From Date
Use this option if candidate is available on a specific date. Leave other availability options blank. Accepted date formats dd/mm/yy, dd/mm/yyyy, yyyy-mm-dd)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Use the Search - Find Company to obtain the ID if not retrievable from a previous step.
Company Name
Summary
Company Status
If using custom value, please enter the ID of existing status.
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application ID
Using this will obtain the specific record and other fields will not need to be entered.
Candidate ID
Job ID
Job Ad ID
Active Applications Only?
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Using this will obtain the specific record and other fields will not need to be entered.
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order ID
Using this will obtain the specific record and other fields will not need to be entered.
Job Title
Owner ID
Company Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appApplication IDRequired
Use the Search - Find Application to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
Use the Search - Find Candidate to obtain the ID if not retrievable from a previous step.
DocumentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
Use the Search - Find Contact to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement IDRequired
Use the Search - Find Placement to obtain the ID if not retrievable from a previous step.
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Using this will obtain the specific record and other fields will not need to be entered.
Company NameRequired
Status
If using custom value, please enter the ID of existing status.
Owner
If using custom value, please enter the ID of existing user.
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundJob Order ID
Using this will obtain the specific record and other fields will not need to be entered.
Job TitleRequired
Job OwnerRequired
If using custom value, please enter the ID of existing user.
Company Name
Company
If using custom value, please enter the ID of existing company.
Job Description
Work TypeRequired
If using custom value, please enter the ID of existing work type.
Number of Jobs
Status
If using custom value, please enter the ID of existing status.
Location
If using custom value, please enter the ID of existing location.
Recruiter/s
If using custom value, please enter the ID of existing user.
Amount
A number from 0 to 100.
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How to connect Formstack Documents + DocuSign + JobAdder
- Step 1: Authenticate Formstack Documents, DocuSign, and JobAdder.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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