{"id":6421,"date":"2022-05-19T13:44:14","date_gmt":"2022-05-19T13:44:14","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/zoho-recruit\/"},"modified":"2024-03-07T11:32:09","modified_gmt":"2024-03-07T11:32:09","slug":"zoho-recruit","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/zoho-recruit\/","title":{"rendered":"Zoho Recruit + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13541\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Zohorecruit-04-01.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can integrate <a href=\"https:\/\/www.zoho.com\/recruit\/\" target=\"_blank\" rel=\"noopener\">Zoho Recruit<\/a> with <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> via <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/p>\n<p>Zoho Recruit is a cloud-based applicant tracking system that provides diverse, end-to-end hiring solutions. However, you can supercharge your use of Zoho Recruit by integrating Process Street and Zoho Recruit to automate your hiring and onboarding process. For example, as soon as a new candidate record is created in Zoho Recruit, it could trigger a <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow-run\/\">Workflow Run<\/a> in Process Street.<\/p>\n<h3>Use Cases:<\/h3>\n<ul>\n<li>A company wants to start the hiring and onboarding process as soon as a new candidate record is created for a job in Zoho Recruit<\/li>\n<li>To do this, they want their Employee Hiring and Onboarding workflow in Process Street to automatically run when a new candidate record is created for an open position in Zoho Recruit<\/li>\n<\/ul>\n<p><em><strong>Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n<h3 id=\"process-overview\">Process overview:<\/h3>\n<ul>\n<li>We will create a Zap in Zapier to run a new workflow in Process Street when a new candidate record is created in Zoho Recruit<\/li>\n<\/ul>\n<p>Let\u2019s look at how you can do this.<\/p>\n<h2 id=\"how-to-run-a-process-street-workflow-from-asana\">Connecting Process Street with Zoho Recruit<\/h2>\n<p><a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>\u00a0is 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\u2019s features automatically. Zapier integrates with both Zoho Recruit and Process Street. The whole &#8220;recipe&#8221; sequence (&#8220;if X happens, do Y&#8221;) is known as a Zap.<\/p>\n<p>In this article, we\u2019ll be walking you through how to set up a Zap that connects Zoho Recruit and Process Street.<\/p>\n<h3>1. Preparations in Process Street<\/h3>\n<p>First, create a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" target=\"_blank\" rel=\"noopener\">Workflow\u00a0<\/a>in Process Street and ensure to add <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">form fields<\/a> that are the same as the data fields in Zoho Recruit. This will help you to map the relevant information from Zoho Recruit to Process Street.<\/p>\n<p>In this example, we are triggering the Employee Hiring and Onboarding workflow when a new candidate application is submitted for an open position.<\/p>\n<p>Their information is stored in Zoho Recruit 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&#8217;s first and last names (short text fields), email addresses (email field), phone numbers (number field), and so on.<\/p>\n<p>This will mean that whoever is onboarding the candidate won&#8217;t have to look up their information in Zoho Recruit, but can instead see everything in Process Street along with their instructions.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13361\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/1.-workflow4.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Preparations in Zoho Recruit<\/h3>\n<p>Log into your Zoho Recruit account or <a href=\"https:\/\/www.zoho.com\/recruit\/\">create a new account<\/a>. Then click on the <strong>+<\/strong> icon to <strong>Create Job Openings.\u00a0<\/strong>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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13362\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/2.-create-job1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Next, you want to apply for the job you created to have at least one candidate record 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.<\/p>\n<h3>3. Create a Zap to run the workflow in Process Street<\/h3>\n<p>Log into\u00a0<a href=\"https:\/\/zapier.com\/\">Zapier<\/a>\u00a0or\u00a0<a href=\"https:\/\/zapier.com\/sign-up\">create an account<\/a>, then click &#8220;<strong>Create Zap<\/strong>&#8220;. This will be your Zap to automatically run a new workflow when a new candidate application comes in.<\/p>\n<p>Here, choose <strong>Zoho Recruit<\/strong> as the Trigger and <strong>New Record<\/strong>\u00a0as the Trigger Event.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13363\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/3.-trigger2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Choose or connect your Zoho Recruit account, then set up your Trigger by selecting the <strong>Module<\/strong>. For our example, we&#8217;re selecting <strong>Candidates<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13364\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/4.-setup-trigger.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Proceed to test your Trigger to make sure you have connected to the right account. A successful test should return with a candidate found in your Zoho Recruit account.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13365\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/5.-test-trigger.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>For the test to pull sample data into Zapier, you need to ensure you have recently added a candidate for the job opening you prepared earlier in Zoho Recruit.<\/p>\n<p>Once the test comes back successfully, <strong>set up the Action<\/strong> by choosing <strong>Process Street<\/strong> as the Action app. Next, select\u00a0<strong>Run Workflow<\/strong>. This will make your Zap run a workflow in Process Street when the Trigger is detected.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13366\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/6.-action1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Select or connect your Process Street account, then set up the Action by choosing the <strong>Employee Hiring and Onboarding<\/strong>\u00a0workflow. Next, you want to map the data fields from Zoho Recruit to those in your workflow.<\/p>\n<p>For example, you can see below that we&#8217;ve mapped the Form Fields in the Workflow to the fields in the job application in Zoho Recruit to store information like their first name, last name, email address, and so on.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13367\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/7.-setup-action.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Click <strong>Continue<\/strong> 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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13370\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/8.-action-test2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>When your test returns successfully, you should also check the new run via your Reports dashboard in Process Street. This should contain the information from the new candidate in Zoho Recruit.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13369\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/9.-run1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Now, remember to give your Zap a name and turn it on.<\/p>\n<p>Congratulations, you&#8217;ve now automated your data transfer and workflow creation process!<\/p>\n<p>Zaps allow you to automate the busy work in your workflows, whether they&#8217;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!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can integrate Zoho Recruit with Process Street via Zapier. Zoho Recruit is a cloud-based applicant tracking system that provides diverse, end-to-end hiring solutions. However, you can supercharge your use of Zoho Recruit by integrating Process Street and Zoho Recruit to automate your hiring and onboarding process. For example, as soon as a new candidate [&hellip;]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[451,279,297,454,280,226,446,198,462],"class_list":["post-6421","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-automate-employee-hiring","ht_kb_tag-automation","ht_kb_tag-employee-onboarding","ht_kb_tag-hr","ht_kb_tag-integration","ht_kb_tag-process-street","ht_kb_tag-zap","ht_kb_tag-zapier","ht_kb_tag-zoho-recruit"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6421\/revisions"}],"predecessor-version":[{"id":6431,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6421\/revisions\/6431"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6421"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6421"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}