Connect Greenhouse to Docusign like Magic
How to Use Magical to Transfer Data from Greenhouse to Docusign
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Transfer Data from Greenhouse to Docusign: A Step-by-Step Guide
With Magical, you can effortlessly transfer data from Greenhouse to Docusign 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 Greenhouse to Docusign, helping you speed up your recruiting process and optimize your document management.
More Greenhouse integrations with Magical
What Greenhouse data can you transfer
Magical enables you to transfer a wide array of data from Greenhouse to Docusign. Here are some examples of the information you can extract:
First Name
Last Name
Position
Salary
And move more types of information by creating your own custom labels.
How to Transfer data from Greenhouse to Docusign using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Greenhouse to Docusign for more efficient recruiting and document management. Follow these steps:
Sign in to your Greenhouse account and open the candidate profile containing the data you want to transfer, such as candidate information and job details.
In Greenhouse, label the information you want to transfer with Magical, like Candidate Name, Job Title, or Recruiter.
Sign in to your Docusign account and open the document where you want to add the Greenhouse data.
Type "//" in an empty field and select the information you want to transfer from Greenhouse such as Candidate Name, Job Title, etc.
The next time you fill out a document, Magical will automatically transfer all the fields into the form with one click.
Conclusion
Efficient recruiting and document management are crucial to maintaining a smooth company operation. Greenhouse is a powerful recruiting platform and Docusign is a robust document management solution. Combining the capabilities of these two platforms can significantly enhance your operational efficiency. By leveraging Magical, you can easily move information from Greenhouse to Docusign, allowing you to focus on recruiting the right talent and managing your documents more effectively.
Other ways to connect Greenhouse and DocuSign
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.
