Set up and use the Zenegy integration
To build automations in integration with external applications that apply to all company contracts or utilize templates from shared template spaces, you must have user permissions to “Manage all contracts” enabled for your account, be the creator, or have shared “Manage templates” permissions in the specific source template space.
To learn how to connect Zenegy to streamline your legal operations, follow these steps to link your payroll system and start automating contract and employee records management.
Connect Contractbook to Zenegy
To enable automatic document synchronization and employee record creation, you must establish the connection between the two platforms directly from your account.
Click on the Automations tab from the top main navigation menu.
Click on Integrations from the left-hand sidebar.
Locate Zenegy under the Human Resources section.
Click on the blue Connect button to initiate the integration.
Use your Zenegy login credentials to authenticate in the Contractbook - Integrations pop-up window.
Review the requested permissions and choose to Accept and install.
Automate your Human Resources workflows
Once connected, you can use Zenegy integration directly in the in-app automation builder to eliminate manual data entry. Integrating Contractbook with Zenegy enables you to automatically import employment agreements and other signed documents to the relevant employees' profiles in Zenegy, or create new records entirely.
Configure pre-signature workflows
You can trigger contract creation based on external inputs before a signature is even requested.
Select a form completion (e.g., a new hire questionnaire) as your trigger event.
Select the action to automatically generate a new employment contract draft in Contractbook, and add an additional action to send a Slack message to notify relevant company stakeholders.
Configure post-signature workflows
You can seamlessly synchronize documents back to Zenegy once the agreement is finalized.
Select the Contract is fully signed trigger (this executes when the employment agreement is successfully signed by all parties in Contractbook).
Click the Add action button.
Select your preferred Zenegy action. You can choose to Create an employee record, Find or Create an Employee Profile, Update Employee Profile, or Upload file to Employee Profile.
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