intelliHR + PandaDoc

intelliHR + PandaDoc integrations

Generate updated contracts in PandaDoc with new updates scheduled for intelliHR jobs

When a job is updated in intelliHR, this Zap will automatically gather the relevant data to populate a PandaDoc template and send it to the correct participants for signing and/or approval. This works with the 'save document to profile' Zap to store a copy, once complete, in the profile of the employee in intelliHR.

When this happens...
Job Update ScheduledTriggers when a new Job update is scheduled via the job update screen.
TriggerInstant
automatically do this...
Find PersonFinds a Person by their attributes.
ActionSearch
then do this...
Find PersonFinds a Person by their attributes.
ActionSearch
then do this!
Create DocumentCreate a document from a template.
ActionWrite

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More things you can do with intelliHR and PandaDoc

Discover other triggers and actions you can use with intelliHR and PandaDoc

Job Remuneration Update Scheduled
Triggers when a Job Remuneration update is scheduled via the job update screen.
Trigger
Instant
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New Job
Triggers when a new Job is created.
Trigger
Instant
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New Training
Triggers when a new training record is created.
Trigger
Instant
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- Company Start Date
  Required
- Company End Date
- Job Title
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- LocationDescription
- ID
- Name
- Address
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- PayGradeDescription
- ID
- Code
- Name
- FTE
- RecruitmentSourceDescription
- ID
- Name
- Recruitment Cost
- Recruitment Currency
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- Employee Number
- First Name
- Preferred Name
- Middle Name
- Last Name
  Required
- Primary Email Address
- Primary Phone Number
- Gender
- Date of Birth
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- UserDescription
- Is Enabled
- Username
- Send Welcome Email
Action
Write

- Completion Date
  Required
- Name
  Required
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- Job ID
- CoordinatorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- ProviderDescription
- ID
- Name
- TypeDescription
- ID
- Name
- Hours
- Cost
- Currency
Action
Write
- JobRecordSearchDescription
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- End Date
- Should Not Finalise End Date
- Should Retain User Account
- Turnover Type
- Turnover Reason
Action
Write

- JobRecordSearchDescription
- Job ID
- Position Title
- Person ID
- Person Name
- Primary Email
- Employee Number
- Auto Incrementing intelliHR ID
- Effective From
  Required
- Effective To
- BusinessEntityDescription
- ID
- Name
- Legal Name
- Number
- BusinessUnitDescription
- ID
- Name
- Position Title
- LocationDescription
- ID
- Name
- Address
- WorkTypeDescription
- ID
- Name
- WorkClassDescription
- ID
- Name
- FTE
- PayGradeDescription
- ID
- Code
- Name
- SupervisorPersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- SupervisorJobDescription
- ID
- Name
- Type
- Pay Cycle
- Currency
- Hours Per Cycle
- Base Annual Salary
- Base Hourly Rate
- AdditionsToBaseDescription
- AdditionsToBaseNames
- AdditionsToBaseTypes
- AdditionsToBaseValues
- AdditionsToBaseCurrencies
- AdditionsToBaseDefaultRemunerationComponentIds
- AdditionsToBaseDefaultRemunerationComponentNames
- AdditionsToTotalDescription
- AdditionsToTotalNames
- AdditionsToTotalTypes
- AdditionsToTotalValues
- AdditionsToTotalCurrencies
- AdditionsToTotalDefaultRemunerationComponentIds
- AdditionsToTotalDefaultRemunerationComponentNames
- BreakdownsDescription
- BreakdownsNames
- BreakdownsTypes
- BreakdownsValues
- BreakdownsCurrencies
- BreakdownsDefaultRemunerationComponentIds
- BreakdownsDefaultRemunerationComponentNames
- EmploymentConditionDescription
- ID
- Name
- Award Name
Action
Write
- User ID
  Required
- Username
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

Job Update Scheduled
Triggers when a new Job update is scheduled via the job update screen.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- Name
  Required
- Address
- parentId
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- File
  Required
Action
Write
- UserCopy
- Username
  Required
- Is Enabled
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
Action
Write
- BusinessUnitDescription
- ID
- Identifier
- Name
- Identifier
- Business Unit Name
  Required
- Notes
- Parent ID
- Is Enabled
Action
Write
- PersonDescription
- ID
- Name
- Primary Email Address
- Employee Number
- Auto Incrementing intelliHR ID
- First Name
- Middle Name
- Last Name
- Preferred Name
- Date of Birth
- Gender
- Employee Number
- Title
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone Number
- Emergency Contact Relationship
- EmailAddressesDescription
- EmailAddressesEmail
- EmailAddressesIsPersonal
- EmailAddressesIsPrimary
- PhoneNumbersDescription
- PhoneNumbers
- PhoneNumbersIsPersonal
- PhoneNumbersIsPrimary
- AddressesDescription
- AddressTypes
- FullAddresses
- Countries
- Postcodes
- States
- Streets
- Suburbs
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

About intelliHR

All-in-one people management system with configurable HR automation and analytics

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Related categories

HR Talent & Recruitment

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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Related Zap Templates

Create signature requests in PandaDoc for newly-scheduled job updates in intelliHR

Related Zap Templates

Create signature requests in PandaDoc for newly-scheduled job updates in intelliHR