Learn how to set up automations in your templates here.
Move a document to the employee record in BambooHR
- Select “When PandaDoc document status changed then upload PDF to employee file on BambooHR”
- Select trigger status for any PandaDoc documents created and linked to the BambooHR employee record — you can choose between “Sent” and “Completed”
- Authorize connection between BambooHR and PandaDoc via Workato
- Select Save
- Create a document using this template
- Then, in the document, select Apps on the right panel
- Click on the BambooHR tile, select Link document and search for the employee record, click Link
Once you link the document to the Bamboo HR employee record, the PDF will be automatically uploaded to the PandaDoc uploads folder in the employee documents tab once it’s been sent or completed (depending on your automation setup).