What does the integration do?
This integration allows you to connect your Yousign and your Teamtailor platforms. This means you will be able to activate a Yousign document creation from within your Teamtailor platform and it will be sent to the participants that should sign it. You can also see a status update of the signing progress in Teamtailor.
How to get started
Start with activating Yousign in your Teamtailor Marketplace.
In order to set up the integration between both systems, FILL
Once you have received it, you can head to your Teamtailor platform -> Settings -> Marketplace activations -> Yousign. Here you can add an API Key (which you should be able to receive from Yousign).
As always, don't forget to click "update".
You have now connected your systems and can continue with activating the integration.
How to use the integration
Our integration with Yousign works two ways, via a trigger or manually for an individual candidate.
How to use the trigger method:
Adding a trigger means that you can automate the process of activating the integration for any candidate moved to a specific stage of your job process.
Once you have activated triggers in your platform, you will be able to find a new trigger called "Send Yousign webhook" that you can add to any stage. When setting this up, you can add some first settings and also choose a contract template:
As soon as a candidate is moved to this stage, the candidate will receive the adjusted contract and they and you can proceed with signing.
How to send a candidate without a trigger
Head to a candidate that you want to send to Yousign. In the candidate card you can click on "More" on the bottom of the card and then "Add integrations":
Select "Yousign", the required template and additional fields.
What happens next?
If you chose to send the candidate via trigger or directly from the card, now the candidate will receive the contract for signature and you can see it yourself in Yousign as well.
The document status in Teamtailor will be updated as the signing workflow progresses. 🎉
What data is transferred?
Once the Contractbook integration is used the following information will be transferred between Teamtailor and Contractbook:
Candidate information:
First name* (mandatory)
Last name* (mandatory)
Email address* (mandatory)
Phone number
Locale
An additional "read-only" text field, which allows you to customize a text
Need support?
Contact Teamtailor directly via:
Chat: open your Teamtailor app and chat live
Email: support@teamtailor.com