Docusign to Greenhouse

Docusign to Greenhouse

Connect Docusign to Greenhouse like Magic

How to Use Magical to Transfer Data from Docusign to Greenhouse

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Transfer Data from Docusign to Greenhouse: A Step-by-Step Guide

With Magical, you can transfer data from Docusign to Greenhouse in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Greenhouse, helping you streamline your recruitment process and optimize your HR operations.

What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Greenhouse. Here are some examples of the information you can extract:

Document Name
Signer Name
Signer Email
Document Status

And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Greenhouse using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Greenhouse for more efficient recruitment process. Follow these steps:

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as candidate information and job application details.

  2. In Docusign, label the information you want to transfer with Magical, like Candidate Name, Email Address, or Job Application.

  3. Sign in to your Greenhouse account and open the record where you want to add the Docusign data.

  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Candidate Name, Resume, etc.

  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Greenhouse

Swift and efficient data transfer in recruitment process is crucial to maintaining a smooth HR operation. Docusign is a powerful e-signature platform and Greenhouse is a robust applicant tracking system (ATS). Combining the capabilities of these two platforms can significantly enhance your recruitment efforts. By leveraging Magical, you can easily move information from Docusign to Greenhouse, allowing you to focus on selecting the best candidates and improving your recruitment process.

Other ways to connect DocuSign and Greenhouse

Using Zapier

Zapier provides a seamless connection between Docusign and Greenhouse, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Docusign and Greenhouse is by directly utilizing their APIs. By integrating both APIs, you empower HR and recruitment teams with real-time candidate insights, fostering improved communication and a superior recruitment process. To employ this method, refer to their respective API documentation.

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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