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 Process Street and Greenhouse to automate your hiring and onboarding process. For example, as soon as a candidate application is received in Greenhouse, it could trigger a Workflow Run in Process Street.
- A company wants to start the hiring and onboarding process as soon as a candidate is added to a job in Greenhouse
- To do this, they want their Employee Hiring and Onboarding workflow in Process Street to automatically run when a new candidate application comes in for an open position in Greenhouse
Users: In order to create an API key for integrations, you must be an Administrator.
- We will create a Zap in Zapier to run a new workflow in Process Street when a new candidate application is received in Greenhouse
Let’s look at how you can do this.
Connecting Process Street with Greenhouse
Zapier is an integration platform that connects over 2000 different apps. An action in any of the supported apps (like forwarding an email or adding an attachment to a task) can trigger another app’s features automatically. Zapier integrates with both Greenhouse and Process Street. The whole “recipe” sequence (“if X happens, do Y”) is known as a Zap.
In this article, we’ll be walking you through how to set up a Zap that connects Greenhouse and Process Street.
1. Preparations in Process Street
First, create a Workflow in Process Street and ensure to add form fields that are the same as the 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 Hiring and Onboarding workflow when a new candidate application is submitted for an open position.
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 along with their instructions.
2. Preparations in Greenhouse
Log into your Greenhouse account or create a new account. Then click on Create a Job. Fill in the details like job title, description, and more, then publish your job. This will enable you to apply as a candidate to have some dummy candidates for your Zap.
Next, you want to apply for the job you created to have at least one candidate application for the open position. Make sure to fill in the first name, last name, and email address since we will require that data to create the Zap.
3. Create a Zap to run the workflow in Process Street
Here, choose Greenhouse as the Trigger and New Candidate Application as the Trigger Event.
Choose or connect your Greenhouse account, then test your Trigger to make sure you’ve connected to the right account.
A successful test should return with a candidate found in your Greenhouse account.
If the test fails to detect any candidates, go into your Greenhouse account and create a new candidate for the job opening you prepared earlier, then try the test again.
Once the test comes back successfully, set up the Action by choosing Process Street as the Action app. Next, select Run Workflow. This will make our Zap run a workflow in Process Street when the Trigger is detected.
Select or connect your Process Street account, then set up the Action by choosing the Employee Hiring and Onboarding workflow. Next, you want to map the fields from Greenhouse to those in your workflow.
For example, you can see below that we’ve mapped the Form Fields in the Workflow to the fields in the job application in Greenhouse to store information like their first name, last name, email address, and so on.
Now, click Continue to test your Zap. A successful test should look something like in the image below. You can also preview the information here and verify if you have your data mapped correctly.
When your test returns successfully, you should also check the new workflow run via your Reports dashboard in Process Street. This should contain the information from the new candidate in Greenhouse.
Now, remember to give your Zap a name and turn it on.
Congratulations, you’ve now automated your data transfer and workflow creation process!
Zaps allow you to automate the busy work in your workflows, whether they’re HR-related or not. Try testing out the different Triggers and Actions yourself with Process Street and other apps to see what work you can wave goodbye to!