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Book An AppointmentTriggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when an employee created.
Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Trigger when a status of the envelope changed.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Create Signature Request
Send Envelope
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when an employee created.
Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Trigger when a status of the envelope changed.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Create Signature Request
Send Envelope
Choose BambooHR as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select DocuSign as the action app from the list.
Connect your DocuSign account & authenticate it.
Select the data you want to send from BambooHR to DocuSign & your AI Agent is ready!
Get Summary of Who is Out
Create Signature Request
Get Summary of Who is Out
Send Envelope
New Employee
Create Signature Request
New Time Off
Send Envelope
Changed Report
Send Envelope
BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
The integration between BambooHR and DocuSign is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating BambooHR with DocuSign, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the BambooHR-DocuSign integration:
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