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Greenhouse + Process Street Integration

Greenhouse + Process Street Integration

Updated March 7, 2024

You can integrate Greenhouse with Process Street Process Street’s Automations.

Greenhouse enables you to not only find and hire the right candidates but also manage the candidate pipeline from start to end. However, you can supercharge your use of Greenhouse by integrating it with Process Street to automate your hiring and onboarding process.

Use Case:

  • A company wants to start the onboarding process as soon as a candidate is hired through Greenhouse
  • To do this, they want their Employee Onboarding workflow in Process Street to automatically run when a new candidate is hired in Greenhouse

Users: In order to create this integration, you must be an Administrator or a Full Member in Process Street and have “Can manage and configure webhooks” permission in Greenhouse.

Process overview:

It’s important to follow these steps in order to enable a successful connection between Process Street and Greenhouse.

Also please note that you should not try to set this up concurrently in Process Street and Greenhouse, as your connection will not work correctly, take it one step at a time 😉

  1. Set up and publish your workflow in Process Street
  2. Set up and enable your Greenhouse automation in Process Street
  3. Configure user permissions in Greenhouse
  4. Create a webhook in Greenhouse
  5. Test your integration

Let’s look at how you can do this.

Connecting Process Street with Greenhouse

1. Set up your workflow in Process Street

First, create a Workflow in Process Street and ensure to add form fields that are the same as your data fields in Greenhouse. This will help you to map the relevant information from Greenhouse to Process Street.

In this example, we are triggering the Employee Onboarding workflow to run when a new candidate is hired through Greenhouse.

Their information is stored in Greenhouse via a form that the candidate has filled in while applying for the job. So, we need to create relevant form fields in our workflow to push that information through to Process Street. These form fields should include the candidate’s first and last names (short text fields), email addresses (email field), phone numbers (number field), and so on.

This will mean that whoever is onboarding the candidate won’t have to look up their information in Greenhouse, but can instead see everything in Process Street.

2. Set up and enable your Greenhouse automation in Process Street

When viewing your workflow, click the + button to open up the automations modal. Select Greenhouse, as shown below.

Next, select Run a workflow when as your trigger, select Greenhouse and you’ll see the action is automatically set to  … a candidate is hired.

Click the candidate is hired field to continue in the automation setup wizard.

Copy/paste the URL and webhook secret into a separate note, or doc file as you’ll need them when you go to set up your webhook in Greenhouse. Don’t add them to Greenhouse just yet as your connection won’t be set up correctly! Finish setting up your Process Street automation before opening Greenhouse. 

Click Next, and map the fields from your Greenhouse candidate record to the form fields you’d like to populate in your Process Street workflow run.

Note: If you’ve created custom fields in Greenhouse, you can add these in manually in the mapping fields, in lower case letters.

  • For all candidate custom fields prefix your field with candidate. e.g. candidate.home_address
  • For all job custom fields, prefix your field with job. e.g. job.office_location
  • For all offer custom fields, prefix your field with offer. e.g. offer.base_salary
  • When you’ve typed in your custom field name, click Set to (custom field name) or click Enter to save it.

When you’re done mapping fields, click Finish and turn on your automation.

Run Names: Workflow run names are automatically generated in this format: <candidate name> – <position> e.g. Santosh Patel – Full Stack Engineer.

3. Configure setup permissions in Greenhouse

To configure the Greenhouse Recruiting / Process Street integration, you’ll need the permission Can manage and configure webhooks.

To assign this permission, find a Greenhouse Recruiting user in your organization with Site Admin permission and the user-specific permission Can edit another user’s advanced permissions to update your account.

Your Greenhouse site admin can update your permissions by navigating to your user page: Select Configure icon > Users > Your Name.

The Site Admin should scroll to the User-Specific Permissions panel on your user page and expand the Developer Permissions dropdown menu.

Select Can manage and configure webhooks in the Developer Permissions section and click Save.

Repeat as necessary for any other user that needs to set up the integration.

4. Create a webhook in Greenhouse

Log into your Greenhouse account or create a new account.

Click the Configure icon (cog) in the upper right corner and select Dev Center on the left.

Click Web Hooks on the Dev Center. Click Web Hooks again on the next page, as shown below.

Enter the following information on the next page to configure a new webhook:

  • Name: A descriptive name for your integration e.g. “Process Street
  • When: The time that the event will be sent to Process Street. Select Candidate has been hired
  • Endpoint URL: The Endpoint URL that you saved in step 2 above
  • Secret Key: The Secret Key that you saved in step 2 above
  • Disabled: Make sure this is set to No

Optional: Add your email into the Error recipient email field, if you’d like to be notified of any errors.

When you’re finished, click Create Webhook.

Note: If you’ve created custom fields in Greenhouse, make sure that the name of the field and the immutable field key are exactly the same.

5. Test your integration

Now that your integration is set up you can test it out.

In Greenhouse, click on All Candidates from the top of your screen.

Select a candidate who is ready to hire, click offer details and select Mark Candidate as Hired.

Head back to Process Street and you’ll find your new workflow run with the candidate’s name and role as the run name, plus all the form field data populated in the fields you mapped earlier.

That’s it you’re all set!

Edit an automation

To be able to edit the fields you have mapped in your automation, or change the triggers or actions, you first need to turn off your automation using one of the toggle switches.

Delete an automation

To remove an automation from a workflow, you can delete it, but first, you will need to ensure that it has been switched off. Turn the toggle switch to the “off” position and then click the trashcan icon in the top right of your view to delete the automation.


There are no filters, delays, or formulas built into automations. To be able to utilize these types of functions, you might want to consider using formulas and functions in a Zapier or Power Automate integration.

Request another app

If you would like to request that we add another app to our automations, you can do that from the help button in the bottom right corner of your screen. Click “Suggestions” and send us your request.


If your automation stopped running, isn’t working as expected, or is showing errors, there might be a few reasons for this. Please check the following:

  • Do you have the permissions in Greenhosue to create integrations? You may need to check with your Greenhouse admin
  • Did you turn the automation on once you set it up? Each automation has a separate “on/off” toggle switch
  • Did you edit your workflow, change or delete a form field that you were mapping in your automation? If you did, then this may cause your automation to stop running
  • Did you edit your workflow but not save the changes? You need to have saved any edits to your workflow to have the latest version pull through to your automations
  • Each time your automation runs you will see a record of success or failure, in your run logs

If you find that you are unable to run an automation, this could be to do with your user permissions in Greenhouse. Please check with your Greenhouse admin to see if you have the correct permission level to allow you to run automations.

Run logs

You can check your automation run logs to see how your automations are running, or check for errors. You will find the automation run logs in two places, either when viewing a workflow or on workflow runs.

In your workflow on the automations tab, select an existing automation from the left side of your screen (highlighted in blue below). At the bottom of your page, you will see a list of all of the automation runs for that workflow. If your automation hasn’t run yet, you’ll see a message letting you know.

In a workflow run, in the upper right-hand corner of your task list, you’ll see the lightning bolt icon Click the icon to see the run logs for that particular workflow run.

If you have any errors, click the word “Error” to expand more information on why your automation didn’t run.

The lightning bolt icon will only show up on workflow runs that have automations configured on them. This is an automation’s idle state.

When an automation is running, you’ll see the bolt change to the  icon.

Once the automation finishes running, you’ll see either  for success or  for failure. If it’s a failure, you can click on the X to see the run logs and then click on the “Error” log for more information.

If you have any questions about using Automations, please reach out to our Support team.

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