Turn referral intake documents into Ashby referrals
Keep referrals moving by carrying the submitted candidate and referrer details into Ashby's referral process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Referral
Submit a referral, creating a candidate profile if needed and linking it to a job.
Why this helps
Referral details captured in forms and documents can be delayed before they reach the hiring pipeline.
- Reduce repeated entry for referral submissions.
- Keep referral attribution with the intake details.
- Surface incomplete referral information before submission.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to submit an Ashby referral using the candidate, referrer, and job details in the intake.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral intake and verify the referral in Ashby.
Questions about this workflow
Does this create a candidate and application?
The Ashby referral action creates a referral and may create a candidate record and application as part of submission.
What if the intake does not identify a job?
Have Notis report the missing job detail rather than submit a referral against an assumed role.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Ashby. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
ActiveMerge and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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