Create signature requests in DocuSign when new deal stages are updated in Recruit CRM
Effortlessly create documents and/or signature requests when deals are made, using this integration. Once it's active, whenever a new deal stage is changed in Recruit CRM, this Zapier template will create a signature request in DocuSign automatically.
Effortlessly create documents and/or signature requests when deals are made, using this integration. Once it's active, whenever a new deal stage is changed in Recruit CRM, this Zapier template will create a signature request in DocuSign automatically.
- When this happens...Deal Stage Updated
Triggers when a deal stage is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilterSet conditions for when a specific action should run in your Zap. - then do this!Create Signature Request
Creates a signature request.
ActionWriteCreate a new record or update an existing record in your app.
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Call Log Added
Triggers when a new call log is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Assigned
Triggers when a candidate is assigned to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Deleted
Triggers when a candidate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted Out
Triggers when a candidate opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Unenrolled
Triggers when a candidate is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Feedback Received
Triggers when a client feedback is recevied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Enrolled
Triggers when a contact is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted Out
Triggers when a contact opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when a deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Added
Triggers when a new hotlist is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Added
Triggers when a new job is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Updated
Triggers when a job status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Updated
Triggers when a Meeting is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Added
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Target Achived
Triggers when a target achived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Added
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Title
Email
Phone
StageRequired
Company Slug
City
Locality
Full Address
Linkedin Profile URL
Twitter Profile URL
Facebook Profile URL
Xing Profile URL
Avatar
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist nameRequired
Related EntityRequired
ShareRequired
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Meeting Type
Address
ReminderRequired
Starting OnRequired
End TimeRequired
Related To
Related To Type
Attendee Users
Attendee Contacts
Attendee Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Task
Add a new Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of ContactRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Status IDRequired
Remark
Stage Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Related EntityRequired
Related ToRequired
Created By
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appEnrollment ID
Sequence ID
Slug of Prospect
Prospect Type
Enrollment Status
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appJob 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
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Added From Date
Added To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Contact Number
Email
User Id
Expand Team
ActionThis is an event a Zap performs.SearchFind existing data in your appClick 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.
Call Log Updated
Triggers when a call log is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added
Triggers when a new candidate is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Enrolled
Triggers when a candidate is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted In
Triggers when a candidate opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Pitched
Triggers when a candidate is pitched to a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Updated
Triggers when a candidate updates thier profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Unassigned
Triggers when a candidate is unassigned from a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Updated
Triggers when a new candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Added
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted In
Triggers when a contact opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Unenrolled
Triggers when a contact is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Updated
Triggers when a deal stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Added to Hotlist
Triggers when a new record is added to hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Updated
Triggers when a hotlist is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Call Log
Add a new call log.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Industry ID
Company NameRequired
Company Logo
Facebook Profile URL
Twitter Profile URL
LinkedIn profile URL
City
Full Address
Website
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Deal StageRequired
Deal ValueRequired
Close DateRequired
Deal TypeRequired
Company Slug
Contacts
Jobs
Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Company SlugRequired
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note Type
Note DescriptionRequired
Related Entity
Related To
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
Entity SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of CandidateRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Candidate's VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Direction
Associated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Call Started From Date
Call Started To Date
Call Updated From Date
Call Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Owner Id
Owner Name
Owner Email
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal 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
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's Name i.e. candidate/ company/ contact/ jobRequired
Hotlist Name
Shared
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Owner Id
Owner Name
Owner Email
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appTask title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Owner Id
Owner Name
Owner Email
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appOnly continue if...Required
ActionThis is an event a Zap performs.FilterSet conditions for when a specific action should run in your Zap.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.