How to automatically upload signed PandaDoc documents to BambooHR employee records using Zapier

Hi ​@ZUNOHR ,

I’m Pavel from Zapier Support.

You can definitely automate that!

Here’s how to set it up in Zapier:

1. Trigger: Use the New Document Completed in PandaDoc trigger — this will fire whenever a document is completed.

2. Action: Add a “Find Employee in BambooHR” action. This step is needed to fetch the BambooHR employee ID, as it will be needed in the following step. You can set it to search by email, and then passing the email address of the employee.

3. Action: Add the “Upload Employee File in BambooHR” action.

   1. When mapping the file field in the BambooHR step, choose the file output from PandaDoc — it’ll usually appear as File (Exists but not shown)

   2. For the Employee field, you can pass the Employee ID we found with the “Find Employee” step.

Here’s a handy article describing how to pass data from one app to another via a Zap: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

That’s it! Each time a PandaDoc document is completed, Zapier will automatically upload it into BambooHR.

Let us know if you encounter any issues along the way.

Hey ​@ZUNOHR,

Your workflow will look something like this-

• Pandadoc Document Completed trigger
• Find or Create Employee Bamboo HR action( if you also have to create the employee in some cases)
• Upload Employee file Bamboo HR action

This is a sample workflow and you might need to add some steps like filter, formatter etc as workflows are usually personalized to user’s needs. Hope it helps!

Hi there ​@ZUNOHR 👋 How did you get on with the suggestions from Pavel and Sparsh here? Were you able to get the Zap up and running?

Happy to help if you got stuck at all - just let us know! 🙂

You can set up a Zap in Zapier where the trigger is “PandaDoc Document Completed” and the action is “Upload File to Employee in BambooHR”. Map the employee’s email or ID from PandaDoc to BambooHR so signed documents automatically go to the correct employee record.