HR and recruiting
Send an offer letter and file the signed copy
Reads the candidate, fills the letter, and moves them to Offer once they sign.
- Read
- Template
- Send
- Write
- File
Starts: API or by handTested 16 Oct 2026
Lever
Extension appBy Fluidlabs
Offer letters pre-filled from Lever candidates and job postings, signed files back on the candidate record.
View on the App Center ↗Docusign App Center extensionUS region
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.
Lever for Docusign IAM is a Fluidlabs extension app listed on the Docusign App Center under the name Lever. Its steps appear natively in Docusign Workflow Builder, and Fluidlabs runs the app on its own infrastructure (US region, AWS), so there is no Zapier, Make or other automation platform to set up.
Compare the routes
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.
Lever's Docusign integration
Lever's own integration sends offer letters for e-signature through the Docusign account a Super Admin connects, and a recruiter can add a Docusign signature request to a candidate email. Choose it when the offer starts in Lever and needs a signature.
Automation platforms (Make)
Make documents a community-developed Lever app beside its Docusign app. The automations run in Make, and suit teams that already run their automations there.
This app
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.
Capabilities
What it adds inside Workflow Builder
Once installed, the app's actions appear as native workflow steps. No code, no separate automation platform, no sync jobs to run.
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.
Workflows for Lever
Import one into Docusign Workflow Builder and adjust it, or start from scratch with the setup guide.
Live in an afternoon
To connect Lever to Docusign, install the app from the App Center like any Docusign extension, authorize your Lever account, and add the steps to a workflow. Full setup, configuration and known behaviors are covered in the documentation.
1
Install from App Center
One click from the official listing into your Docusign account.
2
Connect Lever
Authorize your Lever account and name the connection.
3
Add steps to any workflow
The Lever actions appear as native Workflow Builder steps.
What recruiting teams run on it
Offer letters
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.
Signed and filed
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.
Pipeline updates
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.
Security & compliance
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.
ISO/IEC 27001:2022
Certified
SOC 2
In progress
EUR 1M technology and cyber insurance, evidenced on request.
Certification
ISO/IEC 27001:2022 certificate
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
Data processing
Standard DPA
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Terms
Service Terms
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Security overview
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.
FAQ
The Lever Docusign integration, answered
Does Lever integrate with Docusign?
Yes, in more than one way. Lever publishes its own Docusign integration, which sends offer letters for e-signature through your Docusign account. Lever for Docusign IAM, published on the Docusign App Center by Fluidlabs, a Docusign Build IAM Specialized Partner, works at the workflow layer instead: it adds Read, Writeback and File Upload steps for Lever inside Docusign Workflow Builder, so offer letters are pre-filled from the candidate and job posting and signed files land on the candidate's record.
Is this the official Lever integration for Docusign?
It is a Fluidlabs app, not one from Lever or Docusign. Fluidlabs, a Docusign Build IAM Specialized Partner, built it, operates it and supports it, and it is listed on the Docusign App Center under the name Lever, with Fluidlabs as the publisher.
How is this different from Lever's Docusign integration?
Lever's integration works from inside Lever: it sends offer letters for e-signature through the Docusign account a Super Admin connects, and a recruiter can add a Docusign signature request to a candidate email. This app works from Docusign. It runs inside Workflow Builder, reads the candidate and the job posting, files the signed document on the candidate and writes the outcome back to Lever, with routing and logic managed in Docusign. Teams that run the offer process on Docusign IAM use this app; teams that send offers from Lever can use Lever's integration.
Do I need Zapier or Make to connect Lever and Docusign?
No. The steps appear natively in Docusign Workflow Builder once you install the app from the Docusign App Center, and Fluidlabs runs the app on its own infrastructure. There is no Zapier, Make or other automation platform to set up, and no sync jobs to monitor.
How does the app find the right candidate?
A Record ID guarantees one match, for example from an earlier Read step. Without it, an email search returns every application the person holds, because a candidate in Lever is one application, not a person. Add Job Posting Title, Stage or a Tag to the rule to land on one.
Can the workflow update the candidate after signing?
Yes. Writeback to Lever updates the candidate's stage, adds tags, phone numbers, links or email addresses, or posts a Note on the candidate. Fields like Name and Stage replace their value; list fields only add, and a workflow never removes a value.
Can I write to a job posting?
No. Job postings are read-only. The Read step pulls posting fields such as title, team, location and state into the workflow, but there is no writeback to a posting.
Does it work with Docusign Maestro?
Yes. Maestro is now called Docusign Workflow Builder, and that is where the Lever steps run. Read from Lever, Writeback to Lever and File Upload to Lever are added to a workflow like any other step.
What do I need to use it?
A Lever account with permission to authorize integrations, and a Docusign account with admin rights to install and manage apps in the App Center. Lever names the app Docusign IAM for Lever on its consent screen.
Where does our candidate data go?
Candidate and posting data moves between Lever and your Docusign account at workflow runtime: the Read step pulls the fields you select into workflow variables, and the Writeback and File Upload steps send data and signed files back to Lever. Fluidlabs operates the app under ISO 27001 certification, hosted in the US region on AWS.
How long does setup take?
The install is a short sequence: search for Lever in the Docusign App Center, click Install App, then Install and Authorize. Click Connect Account, choose a Private or Shared connection, name it, sign in to Lever and click Accept. The three Lever steps are then available in Workflow Builder, and building the workflow takes as long as your process needs.
What does support look like?
Named support at docusign-support@fluidlabs.com, monitored weekdays 09:00-19:00 CET, with priority-based response targets set out in the Service Terms.
Can Fluidlabs build the hiring workflow for us?
Yes. Fluidlabs builds Docusign extension apps and the Workflow Builder flows around them as a service. The team behind this app can design and configure your Lever offer workflow end to end.
Need Lever to do more than the app covers?
The app covers the steps on this page. When you need a custom object, a module the app skips, or a sync on your own schedule, we scope that work as an integration and put a fixed price in writing. Enterprise Integration starts at $45,000.
Setup documentation
Install steps, configuration and known behaviors, kept current.
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