Send policy documents for signature upon profile updates

When an employee profile is updated in Planday, automatically send updated agreement documents for signature using Cling.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Planday Explore Planday →

Triggers

New employee hired

Fires when a new employee is added in Planday.

Employee profile updated

Fires when a field on an employee's profile changes in Planday.

Employee terminated

Fires when an employee is offboarded in Planday.

Time-off request submitted

Fires when an employee requests time off in Planday.

Actions

Create employee record

Creates a new employee record in Planday.

Update employee record

Updates a field on an employee's record in Planday.

Sync employee status

Syncs an employee's active/terminated status in Planday.

Approve or deny time off

Approves or denies a time-off request in Planday.

Cling Explore Cling →

Triggers

New note created

Fires when a new note or document is created in Cling.

Note updated

Fires when an existing note or document changes in Cling.

Document sent for signature

Fires when a document in Cling is sent out for signature.

Actions

Create a document from a template

Generates a new document in Cling from a saved template.

Create or append to a note

Creates a note in Cling or adds text to an existing one.

Convert a document to PDF

Converts a file in Cling to PDF.

Send a document for signature

Sends a document from Cling out for signature.

Generate onboarding documents when an employee is hired When a new employee is added in Planday, automatically generate their personalized onboarding document from a template in Cling. See details

Log document signature updates on employee records When an onboarding document is sent for signature in Cling, automatically update the employee's status record in Planday. See details

See all Planday + Cling integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send policy documents for signature upon profile updates” between Planday and Cling?

Yes — describe it in the box above and Knit's Integrations Agent researches Planday and Cling's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can employee onboarding documents be generated automatically?

Yes, when a new employee is hired in Planday, you can automatically generate customized onboarding contracts or notes from templates in Cling.

How does this integration handle required employee signatures?

When HR records are updated in Planday, you can send signature requests in Cling for policy sign-offs or paperwork updates.