Turn a qualified lead into an Ashby referral
When a campaign surfaces someone who should enter through your referral process, submit the referral with the candidate and job details provided.
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
A good lead can miss the right intake path when campaign details are copied by hand into a referral form.
- Use a consistent referral intake path.
- Reduce manual transcription of supplied lead details.
- Report incomplete referral requests.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to create an Ashby referral only when the request contains the required candidate, job, and referral information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real referral request and verify the Ashby record.
Questions about this workflow
Does this action create a candidate and application?
The Ashby referral action creates a referral and may create a candidate record if the candidate is new, along with an application for the specified job.
Can the workflow supply missing referral information?
It should report missing information. Do not assume details that are absent from the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Ashby. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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