Connect Docusign and Recruit CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Docusign to Recruit CRM with a Zapier template.

Our most popular template

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM
Details
Try it
Recruit CRM + Filter by Zapier + Docusign
Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates
Details
Try it
Recruit CRM + Filter by Zapier + Docusign
Update candidates in Recruit CRM when new envelopes are completed in DocuSign
Details
Try it
Docusign + Recruit CRM

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

Details

Try it

Recruit CRM + Filter by Zapier + Docusign

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

Details

Try it

Recruit CRM + Filter by Zapier + Docusign

Update candidates in Recruit CRM when new envelopes are completed in DocuSign

Details

Try it

Docusign + Recruit CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Docusign with Recruit CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Add Call Log" in Recruit CRM.

You’re connected!

Zapier seamlessly connects Docusign and Recruit CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
Try It
Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
Try It
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
Try It

Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
Try It
Envelope Sent
Triggers when an envelope is sent.
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
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
Try It
Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
Try It
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
Try It
Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
Try It
Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Call Log Added
Triggers when a new call log is added.
Trigger
Instant
Try It
Candidate Assigned
Triggers when a candidate is assigned to a job.
Trigger
Instant
Try It
Candidate Added
Triggers when a new candidate is added.
Trigger
Instant
Try It
Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Trigger
Instant
Try It
Candidate Enrolled
Triggers when a candidate is enrolled
Trigger
Instant
Try It
Candidate Offlimit Updated
Triggers when a new candidate is marked as offlimit or updated offlimit status.
Trigger
Instant
Try It
Candidate Opted Out
Triggers when a candidate opts out of email
Trigger
Instant
Try It
Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Trigger
Instant
Try It
Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Trigger
Instant
Try It
Candidate Unenrolled
Triggers when a candidate is unenrolled.
Trigger
Instant
Try It
Client Feedback Received
Triggers when a client feedback is recevied.
Trigger
Instant
Try It
Company Added
Triggers when a new company is added.
Trigger
Instant
Try It
Company Offlimit Updated
Triggers when a company is marked as offlimit or updated offlimit status.
Trigger
Instant
Try It
Contact Available
Triggers when a contact is available.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Contact Offlimit Updated
Triggers when a contact is marked as offlimit or updated offlimit status.
Trigger
Instant
Try It
Contact Opted Out
Triggers when a contact opts out of email
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal is deleted.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
Hotlist Added
Triggers when a new hotlist is added.
Trigger
Instant
Try It
Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Trigger
Instant
Try It
Job Added
Triggers when a new job is added.
Trigger
Instant
Try It
Job Status Updated
Triggers when a job status is updated.
Trigger
Instant
Try It
Meeting Updated
Triggers when a Meeting is updated.
Trigger
Instant
Try It
Note Added
Triggers when a new note is added.
Trigger
Instant
Try It
Target Achived
Triggers when a target achived.
Trigger
Instant
Try It
Task Added
Triggers when a new task is added.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Phone
- Gender
- Educational Qualification ID
- Educational Specialization
- Total Experience (Years)
- Date of Birth
- Profile Updated On
- Current Salary
- Salary Expectation
- Willing to Relocate
- Current Organization
- Current Organization Slug
- Current Employment Status
- Notice Period (Days)
- Currency ID
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn Profile URL
- Github Profile URL
- Xing Profile URL
- City
- Locality
- State
- Country
- Full Address
- Relevant Experience (Years)
- Title
- Available From
- Salary Type ID
- Source
- Language Skills
- Skill
- Resume
- Avatar
- Owner
- Created By
- Candidate Summary
Action
Write
- First Name
  Required
- Last Name
- Title
- Email
- Phone
- Stage
  Required
- Company Slug
- City
- Locality
- Full Address
- Linkedin Profile URL
- Twitter Profile URL
- Facebook Profile URL
- Xing Profile URL
- Avatar
- Owner
- Created By
Action
Write
- Hotlist name
  Required
- Related Entity
  Required
- Share
  Required
- Created By
Action
Write
- Title
  Required
- Description
- Meeting Type
- Address
- Reminder
  Required
- Starting On
  Required
- End Time
  Required
- Related To
- Related To Type
- Attendee Users
- Attendee Contacts
- Attendee Candidates
- Owner
- Created By
Action
Write
Add Task
Add a new Task.
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Slug of Contact
  Required
- Opt Out Status
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- Candidates Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Companies Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
- Mark Contact Off Limit
  Required
- Mark Candidate Off Limit
  Required
Action
Write
- Contact Slug
  Required
- Status Id
  Required
- End Date
  Required
- Reason
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Call Log ID
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Status ID
  Required
- Remark
- Stage Date
Action
Write
- Company Slug
  Required
Action
Write
- Deal Slug
  Required
Action
Write
- Job Slug
  Required
Action
Write
- Note ID
  Required
Action
Write
- File
  Required
- Related Entity
  Required
- Related To
  Required
- Created By
- Folder
Action
Write
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Contact Number
- Candidate Slug
- State
- Country
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Company Name
- Contact Number
- Company Slug
- Contact Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Enrollment ID
- Sequence ID
- Slug of Prospect
- Prospect Type
- Enrollment Status
- Expand Entities
Action
Search
- Job title
- Company Name
- Job Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Exact Search
- Expand Entities
Action
Search
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Expand Entities
Action
Search
- First Name
- Last Name
- Contact Number
- Email
- User Id
- Expand Team
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
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
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
Try It
Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
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
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Call Log Updated
Triggers when a call log is updated.
Trigger
Instant
Try It
Candidate Available
Triggers when a candidate is available.
Trigger
Instant
Try It
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Trigger
Instant
Try It
Candidate Deleted
Triggers when a candidate is deleted.
Trigger
Instant
Try It
Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Trigger
Instant
Try It
Candidate Opted In
Triggers when a candidate opts in for email
Trigger
Instant
Try It
Candidate Pitched
Triggers when a candidate is pitched to a contact.
Trigger
Instant
Try It
Candidate Profile Updated
Triggers when a candidate updates thier profile.
Trigger
Instant
Try It
Candidate Unassigned
Triggers when a candidate is unassigned from a job.
Trigger
Instant
Try It
Candidate Updated
Triggers when a new candidate is updated.
Trigger
Instant
Try It
Company Available
Triggers when a company is available.
Trigger
Instant
Try It
Company Deleted
Triggers when a company is deleted.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
Contact Enrolled
Triggers when a contact is enrolled
Trigger
Instant
Try It
Contact Opted In
Triggers when a contact opts in for email
Trigger
Instant
Try It
Contact Unenrolled
Triggers when a contact is unenrolled.
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal stage is updated.
Trigger
Instant
Try It
File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Trigger
Instant
Try It
Record Added to Hotlist
Triggers when a new record is added to hotlist.
Trigger
Instant
Try It
Hotlist Updated
Triggers when a hotlist is updated.
Trigger
Instant
Try It
Job Deleted
Triggers when a job is deleted.
Trigger
Instant
Try It
Job Updated
Triggers when a Job is updated.
Trigger
Instant
Try It
Meeting Added
Triggers when a new meeting is added.
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
Add Call Log
Add a new call log.
Action
Write
- Industry ID
- Company Name
  Required
- Company Logo
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn profile URL
- City
- Full Address
- Website
- Owner
- Created By
Action
Write
- Deal Name
  Required
- Deal Stage
  Required
- Deal Value
  Required
- Close Date
  Required
- Deal Type
  Required
- Company Slug
- Contacts
- Jobs
- Candidates
- Owner
- Created By
Action
Write
- Job Title
  Required
- Company Slug
  Required
- Contact Slug
- Secondary Contact Slug
- Note For Candidates
- Number Of Openings
- Minimum Experience (Years)
- Maximum Experience (Years)
- Minimum Annual Salary
- Maximum Annual Salary
- Salary Type
- Currency ID
- Job Status
- Job Status Comment
- City
- Job Skills
- Job Type
- Pay Rate
- Bill Rate
- Job Category
- Locality
- Country
- State
- Full Address
- Enable job application form
- Show Company Logo
- Educational Specialization
- Educational Qualification
- Job Description Text
- Job Application Form Questions
- Job Description File
- Owner
- Created By
- Target Companies
- Postal Code
Action
Write
- Note Type
- Note Description
  Required
- Related Entity
- Related To
- Created By
Action
Write
- Hotlist ID
  Required
- Entity Slug
  Required
Action
Write
- Slug of Candidate
  Required
- Opt Out Status
  Required
Action
Write
- Sequence ID
  Required
- Prospect Slug
  Required
- Enrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Companies Slug
  Required
- Mark Contact Available
- Mark Candidate Available
Action
Write
- Contact Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
Action
Write
- Prospect Slug
  Required
- Unenrolled by
Action
Write
- Candidate Slug
  Required
Action
Write
- Candidate Slug
  Required
- Job Slug
  Required
- Candidate's Visibility
  Required
Action
Write
- Contact Slug
  Required
Action
Write
- Hotlist ID
  Required
Action
Write
- Meeting ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Call Direction
- Associated entity's slug
  Required
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Call Started From Date
- Call Started To Date
- Call Updated From Date
- Call Updated To Date
- Expand Entities
Action
Search
- Company Name
- Company Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
Action
Search
- Deal Name
- Deal Stage
- Company Name
- Company Slug
- Contact Name
- Contact Slug
- Candidate Name
- Candidate Slug
- Job Name
- Job Slug
- Owner Name
- Closing From Date
- Closing To Date
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Deal Slug
- Owner Id
- Owner Email
- Exact Search
- Expand Entities
Action
Search
- Associated entity's Name i.e. candidate/ company/ contact/ job
  Required
- Hotlist Name
- Shared
- Expand Entities
Action
Search
- Meeting title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search
- Task title
- Related To
  Required
- Related To Type
  Required
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Docusign and Recruit CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Docusign on the Zapier blog

Learn how to automate Recruit CRM on the Zapier blog

Make work flow with AI

Level up your Docusign to Recruit CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docusign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About Recruit CRM

Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign and Recruit CRM to unlock the power of automation

Set up your first integration

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

Update candidates in Recruit CRM when new envelopes are completed in DocuSign

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

Update candidates in Recruit CRM when new envelopes are completed in DocuSign

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and Recruit CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate Recruit CRM on the Zapier blog

6 ways to automate Recruit CRM with Zapier

Make work flow with AI

Connect Docusign to Recruit CRM on the world's largest no-code automation platform