Keep deal records up to date by automatically updating their record status in Recruit CRM when DocuSign documents are completed.
🔗 How to connect your Recruit CRM app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.
![Screen Recording 2025-05-04 at 6.48.38 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/t8m01b3j/1555083341/ed7382d50211b4caeb9abf49f31d/ezgif-8217423ec47417.gif?expires=1790081100&signature=948b11fe859cb4fe140c7893d03f09e29386be220f8e61c949e5ae6fb1612753&req=dSUiE8l2noJbWPMW1HO4zSBh0cgqDDry56P8Omvk6tyiyi9jPkN1xb%2B3gnnl%0ANvHkF0rInUUv99Aq5Ro%3D%0A)
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your DocuSign app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the DocuSign app and connect it.
![Screen Recording 2025-06-05 at 3.10.40 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/t8m01b3j/1557072103/532ecd06480713d53d2b26076e8b/ezgif-6f13a12ff42235.gif?expires=1790081100&signature=f309b437e0923cd288c0639d1c2d90d7c803ced85fd21f7c0c9d078cb0008bfe&req=dSUiEcl5n4BfWvMW1HO4zYAs3KQm5kaG3Cm%2B33QR1UkFHMUtykRrylrKL7q0%0AdCsHTcvoh8rMsx6qtWc%3D%0A)
Once all the required apps are connected, you can select the connected account inside the related steps of the recipe from here.
📋 Overview of each step in the Recipe
1. Trigger: New Document event in DocuSign
This is the starting point of the automation. It gets triggered whenever a document is added in DocuSign.
2. Actions:
Search deals in Recruit CRM:
Searches deals in Recruit CRM using the DocuSign Envelope ID custom field.
IF Condition:
Checks whether the deals list number is greater than 0.
If yes, it continues to the next step, which is to list the documents in DocuSign and if the list size is greater than 0 in DocuSign, then for each item in the Envelope documents, download the signed document from DocuSign and uploads the signed document in the deals file section.
If no, then no further action is taken.
Hope this helps!😊