Lever for Docusign IAM
A Lever Docusign integration that runs inside Workflow Builder: read a candidate or job posting to pre-fill the offer letter, send it for signature, file the signed document on the candidate's record, and write the outcome back to Lever, without re-typing anything between your ATS and your agreements.
In development for the Docusign App Center. The documentation is already published, so you can review every step before the app lists.
Lever for Docusign IAM is being built as a native extension app for the Docusign App Center. Once listed, it runs inside your Docusign account with no Zapier, no Make and no middleware in the path.
Three ways to get a Lever offer letter signed
The routes start in different places. Here is what each one asks of your recruiting team.
Send by hand
A recruiter copies the candidate's details out of Lever, prepares the offer in Docusign, sends it, downloads the signed copy and uploads it to the candidate's Files tab. It works, and every step is a chance to re-type something.
Generic connectors (Zapier, Make)
Middleware passes data between Lever and Docusign through automations that run outside both products. Quick to prototype, but the connection lives in a third system your team maintains.
Lever for Docusign IAM (this app)
Runs inside Docusign Workflow Builder: a Read step pulls the candidate and posting into the workflow, the offer goes out pre-filled, the signed file lands on the candidate's record and a Writeback moves the stage. Choose it when the offer process itself runs on Docusign.
What it will add inside Workflow Builder
Once installed, the app's actions will appear as native workflow steps. Every capability below is already described in the published documentation.
Read from Lever
Pull a Candidate (22 fields) or a Job Posting (21 fields) into the workflow and use the fields as variables to pre-fill an offer letter. Address a candidate by Record ID for a single match, or narrow an email search with Job Posting Title, Stage or a Tag. Dates arrive as ISO instants and list fields as one string separated by semicolons.
Writeback to Lever
Update a candidate, create one, or post a Note. Update or Create updates the match or creates a new candidate when nothing matches; with Create, mapping Job Posting Title attaches the new application to a job. Name, Headline, Location and Stage replace their value; Email Addresses, Phone Numbers, Links and Tags add to the list. An update never removes a value.
File Upload to Lever
Attach the signed document, up to 30 MB, to the candidate's Files tab. The folder holds the candidate's Record ID from the Read step, and the file arrives marked Related to their job. A timestamp variable in the file name keeps repeat runs from producing identical names.
Private or shared connections
Connect a Lever account once as a Private connection for one user or a Shared one for the team, each named so it is easy to pick in a step. Reconnect after Lever fields change to refresh the catalog, and revoke access from Lever's own Authorized Apps settings whenever you need to.
Ready to run on day one
Once it lists, connecting Lever to Docusign will work like any Docusign extension: install the app from the App Center, authorize your Lever account, and add the steps to a workflow. The setup, configuration and known behaviors are already written up in the documentation.
Install from the App Center, once listed
One click from the listing into your Docusign account, the same as every Fluidlabs app.
Connect Lever
Authorize your Lever account and name the connection.
Add steps to any workflow
The Lever actions appear as native Workflow Builder steps.
What recruiting teams will run on it
The offer goes out pre-filled from the application
Read from Lever finds the candidate, Prepare eSignature Template fills the offer letter from the candidate and job posting fields, and Send Documents for Signature delivers it. Nobody re-types the candidate's name, the job title, the team or the location.
The signed letter lands on the candidate record
After signing, File Upload to Lever attaches the combined envelope file to the candidate's Files tab, filed against the right application by Record ID and marked Related to the job.
Stage, tags and a note, written back automatically
A Writeback step moves the application to the next stage, adds a tag, or posts a Note recording the outcome, so the recruiter sees it in Lever without opening Docusign.
Built to pass your security review
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
ISO/IEC 27001:2022 certificate
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
Standard DPA
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Service Terms
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Security & Data Protection Overview
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
The Lever Docusign integration, answered
Does Lever integrate with Docusign?
Is the Lever app available on the Docusign App Center yet?
Will I need Zapier or Make to connect Lever and Docusign?
How does the app find the right candidate?
Can the workflow update the candidate after signing?
Can I write to a job posting?
Does it work with Docusign Maestro?
What do I need to use it?
Where does our candidate data go?
Can Fluidlabs build the hiring workflow for us?
Setup documentation
Install steps, configuration and known behaviors, kept current.
Read the docs →All Fluidlabs integrations
Every app we run on the App Center, plus the roadmap.
Browse integrations →Need a different app built?
We build, submit and operate App Center extension apps.
Extension-app development →Be first to know when Lever launches
Read the documentation today, or leave your email and we will tell you the day it lists on the App Center.