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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.

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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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on DocuSign and transfer data directly to Greenhouse. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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