intelliHR + PandaDoc

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 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.

  1. When this happens...
    intelliHRintelliHR
    Job Update Scheduled

    Triggers when a new Job update is scheduled via the job update screen.

    TriggerInstant
  2. automatically do this...
    intelliHRintelliHR
    Find Person

    Finds a Person by their attributes.

    ActionSearch
  3. then do this...
    intelliHRintelliHR
    Find Person

    Finds a Person by their attributes.

    ActionSearch
  4. then do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

  • intelliHR triggers, actions, and search

    Job Update Scheduled

    Triggers when a new Job update is scheduled via the job update screen.

    Trigger
    Instant
    Try It
    • Identifier

    • Business Unit NameRequired

    • Notes

    • Parent ID

    • Is Enabled

    Action
    Write
    • NameRequired

    • Address

    • parentId

    Action
    Write
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intellihr logo

About intelliHR

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

Related categories

  • HR Talent & Recruitment
pandadoc logo
pandadoc logo

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.
Learn more

Related categories

  • Documents

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