BambooHR + Docusign

Upload and organize files in BambooHR when new recipients are delivered documents in Docusign

Streamline your HR processes with this seamless workflow. When delivery to a recipient is confirmed in Docusign, this automation swiftly uploads the associated employee file to BambooHR. This allows for efficient record-keeping and saves valuable time in managing employee documents, enhancing overall HR productivity.

When this happens...
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.
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Upload Employee File
Uploads an Employee File.
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Supported triggers and actions

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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Instant
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- Events to MonitorRequired
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Instant
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Envelope Corrected
Triggers when an envelope is corrected.
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Instant
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
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Instant
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Envelope Purge
Triggers when an envelope is purged.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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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
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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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
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write
New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
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- Report NumberRequired
- Field
Trigger
Polling
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- Action
- Employee Id
- Start
- End
- Status
Trigger
Polling
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- Which field(s) should trigger this Zap?Required
- Which fields should be included in the output of this step?Required
Trigger
Instant
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- Employee IDRequired
- DateRequired
- Start TimeRequired
- End TimeRequired
- Note
- Project ID
- Task ID
Action
Write
- Start Date
- End Date
- Include
Action
Write
- EmployeeRequired
- Supervisor Email
- First Name
- Last Name
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Help Text
- Search ByRequired
- Search ValueRequired
- Supervisor Email
- First NameRequired
- Last NameRequired
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Search or write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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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
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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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
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- 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 IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Employee
Triggers when a new employee is created.
Trigger
Polling
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- Additional fields to include in the output
Trigger
Instant
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New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
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New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
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- Supervisor Email
- First NameRequired
- Last NameRequired
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Write
- RequestRequired
- StatusRequired
- Note
Action
Write
- File Name
- EmployeeRequired
- Share This File with EmployeeRequired
- FileRequired
Action
Write
- Help Text
- Search ByRequired
- Search ValueRequired
Action
Search