Docusign + Personio
Upload newly-completed envelops from DocuSign to Personio employees
Streamline your document workflows by cutting out the hassle of manual file management. With this Zap in place, each new completed envelope from Docusign will be automatically uploaded to an existing employee in Personio.
Streamline your document workflows by cutting out the hassle of manual file management. With this Zap in place, each new completed envelope from Docusign will be automatically uploaded to an existing employee in Personio.
- When this happens...
Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
Find EmployeeFinds a employee based on email.
ActionSearchFind existing data in your app - then do this!Upload File to Employee
Uploads a new file to an employee.
ActionWriteCreate a new record or update an existing record in your app.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Absence
Triggers when a new absence is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Candidate
Triggers when a new Candidate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner IDRequired
Category ID
Created On or After
Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployee Updated
Triggers when an employee is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployment Terminated
Triggers when an existing employment is terminated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Open Position
Triggers when a new open position is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob PositionRequired
First NameRequired
Last NameRequired
EmailRequired
Gender
Phone
Location
Salary Expectations
Available From
Message
Birthday
Recruiting Channel ID
File
File Name Info
Desired File Name
File Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
EmployeeRequired
DateRequired
Start TimeRequired
End TimeRequired
BreakRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Attendance IDRequired
Date
Start Time
End Time
Break Time
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IDRequired
Category IDRequired
FileRequired
Desired File NameRequired
File Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IDRequired
Include Pending
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee IDRequired
EmployeeRequired
Absence typeRequired
Start dateRequired
End dateRequired
Half-day Off Start DateRequired
Half-day Off End DateRequired
Comment
Skip Approval
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
File
File Title
Category ID
File Comment
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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Employment Created
Triggers when one or more Employment details of a Person are created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employment Updated
Triggers when one or more Employment details of a Person are updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Attendance
Triggers when an attendace record is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployeeRequired
Absence typeRequired
Start dateRequired
End dateRequired
Half-day Off Start DateRequired
Half-day Off End DateRequired
Comment
Skip Approval
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File
File Title
Category ID
File Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File
File Title
Category ID
File Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IDRequired
Document Name
Document Type
Category ID
Created On or After
Created Before
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
Email
First Name
Last Name
Include Absence Information
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee IDRequired
Include Pending
Project ID
EmployeeRequired
DateRequired
Start TimeRequired
End TimeRequired
BreakRequired
CommentRequired
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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