Connect BambooHR and Docusign integrations
Connect BambooHR and Docusign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like BambooHR and Docusign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Watches for added employees.
Watches for newly created job summaries.
Watches for newly created time off requests which can be approved by you.
Watches for newly created time offs for the specified time boundaries.
Watches for newly updated employees.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Downloads a document from a specified envelope.
Gets the content of an envelope form data
Retrieves the overall status for the specified envelope.
Performs an arbitrary authorized API call.
Creates and sends an envelope using a selected template.
Sends an envelope with a document to be signed.
Tests a bulk send list
Updates a template
Voids an envelope
Lists all documents from an envelope
Gets a list of the Signing Group in an account.
Lists template documents
Lists templates
Searches for envelopes.
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Build your BambooHR and Docusign integrations.
Create custom BambooHR and Docusign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Changes the status of a time-off request in the system. You can use this to approve, deny, or cancel a time-off request.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Adds a new employee.
Popular BambooHR and Docusign workflows.
Looking to get more out of BambooHR and Docusign? With Make you can visually integrate BambooHR and Docusign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Complete a Typeform with leaving employee's details to update the record in BambooHR
Accurately complete a Typeform for departing staff members, ensuring their information is up-to-date in BambooHR - simplifying HR management and record-keeping processes.
TRY IT ->Automatically start the onboarding process once a field is ticked in Airtable
This template is the third part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically) and uses the same [Airtable Base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide). This automation watches the 'Signed contract received' field. If ticked, the onboarding process starts by creating an employee in BambooHR, creating an IT service ticket in Freshdesk to request resources and login credentials and emails a Calendly link for the employee to book a timeslot for an induction/training.
TRY IT ->Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Capture employee time-off requests from BambooHR on a Google Sheet and send Slack notifications
Keep track of every time-off request from employees by adding them to a Google Sheet to keep it in a central place. Also send your team or assigned person a Slack notification whenever a new request is received.
TRY IT ->Upload completed DocuSign document to Dropbox
Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.
TRY IT ->Send a document to sign via DocuSign from new form response in Typeform
Every time a new response is submitted in Typeform, a Google Drive document will be send to sign via DocuSign. This template expects your Typeform form to collect the following fields: 1. Name 2. Email
TRY IT ->Update envelope status of DocuSign document in a Google Sheets spreadsheet
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Send a Slack message from DocuSign envelope status change
Every time a new event occurs in DocuSign, a Slack message will be sent immediately.
TRY IT ->Create EZOfficeInventory users from new BambooHR employees
Every time a new employee is created in BambooHR, Make will automatically add that employee to EZOfficeInventory as a new user.
TRY IT ->
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