Read candidates, jobs and offers, create or update candidates and job considerations, add notes, and file documents.
8 sections · Updated 12 Oct 2026Open guide →
Documentation
Set up every Fluidlabs app, step by step
Install from the Docusign App Center, connect your account, then add Read, Writeback and File Upload steps in Docusign Workflow Builder. One guide per app, with screenshots of each step.
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A problem with an app, or one we don't have yet?
Tell us what happens and we take it from there. The message goes to docusign-support@fluidlabs.com.
Name the app. We answer with the app that already covers it, or a scoped plan for the connection.
15 guides
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Open the guide, or jump straight to the step you are configuring.
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Showing 12 of 15 guides
Read people, companies, deals and custom objects, create or update records, and file the signed document in the record's Files.
8 sections · Updated 9 Oct 2026Open guide →
Read vendors, customers, bills and invoices, create or update them when the document is signed, and file the signed PDF in BILL.
14 sections · Updated 16 Oct 2026Open guide →
Read candidates and job postings to pre-fill offer letters, write the outcome back, and attach the signed letter to the candidate.
8 sections · Updated 10 Sep 2026Open guide →
Read CRM records, orders, invoices and purchase orders, write the outcome back, and attach the signed document.
18 sections · Updated 20 Oct 2026Open guide →
Read prime contracts, commitments and change orders, write the signing outcome back, and file documents in Procore.
11 sections · Updated 25 Sep 2026Open guide →
Read candidates and job openings, create or update candidates, add notes, and file the signed document in Attachments.
8 sections · Updated 30 Sep 2026Open guide →
Read and update employee records in onboarding and lifecycle workflows, and file signed documents to the employee.
9 sections · Updated 2 Sep 2026Open guide →
Pull row data to pre-fill envelopes, write status back to the sheet, and attach signed files to the row.
8 sections · Updated 14 Aug 2026Open guide →
Read contact and opportunity data to pre-fill envelopes and write signed data back to the right records.
7 sections · Updated 28 Jul 2026Open guide →
Pull contacts and invoice details into Workflow Builder, write results back, and file documents in Xero.
8 sections · Updated 4 Jun 2026Open guide →
Read contact and deal data to pre-fill envelopes, write signed data back, and attach completed documents.
8 sections · Updated 4 Jun 2026Open guide →
Read employees and hiring records, create or update the employee on signature, and file the signed PDF in the employee's docs in Bob.
13 sections · Updated 6 Nov 2026Open guide →
Read, add or update rows in Excel tables on OneDrive, and store the signed document beside the workbook.
9 sections · Updated 2 Nov 2026Open guide →
Read vendors, contracts, bills and users, create or update vendors and contracts on signature, and file the signed PDF on its contract in Ramp.
8 sections · Updated 13 Nov 2026Open guide →
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Set it up with the team that builds the app
Book a free 30-minute setup call with a solution consultant. Most setups finish inside the call: the connection, the field mapping, the first run. A larger setup becomes a separate engagement, with a fixed price in writing.