Recruitee is a piece of collaborative hiring software that boosts your candidate sourcing, starts to automate your hiring, and helps you evaluate candidates effectively. However, you can supercharge your use of it by integrating Process Street and Recruitee to further automate your hiring and onboarding process. For example, as soon as a candidate application is received in Recruitee, it could trigger a Workflow Run in Process Street.
Users: In order to create an API key for integrations, you must be an Administrator.
Let’s look at how you can do this.
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 Recruitee 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 Recruitee and Process Street.
First, create a Workflow in Process Street and ensure to add form fields that are the same as the data fields in Recruitee. This will help you to map the relevant information from Recruitee 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 Recruitee 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 Recruitee, but can instead see everything in Process Street along with their instructions.
Log into your Recruitee account or create a new account. Then click on Jobs in the left panel. Next, click on + New job, fill in the details like job title, description, etc., 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.
Here, choose Recruitee as the Trigger and Candidate Applied for a Job Opening as the Trigger Event.
Choose or connect your Recruitee account, then set up your Trigger by selecting your Company Account and Job Opening. In our example, we’re selecting the Company Account as Process Street and Job Opening as Sales Manager, which we created as the setup above for this Zap.
Proceed to test your Trigger to make sure you have connected the right account. A successful test should return with a candidate you’ve recently added to your Recruitee account.
If the test fails to pick up any data, go back into your Recruitee account and set up a new candidate for the job opening, then try 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 your 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 Recruitee 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 Recruitee to store information like their first name, last name, email address, and so on.
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 Recruitee.
Remember to give your Zap a name, then 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!