Keep sourcing projects organized as campaigns run
At a cadence that suits your team, review available campaign context and associate matched candidates with the existing Ashby sourcing project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Candidate to Project
Add a candidate to a recruiting project.
Why this helps
Candidate records can drift away from the sourcing initiative that explains why they are in the pipeline.
- Keep candidate groups aligned with sourcing initiatives.
- Reduce manual project cleanup.
- Report unclear candidate or project matches.
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 add clearly matched candidates to the existing Ashby project identified by campaign context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real candidate and existing project.
Questions about this workflow
Will this create projects when none exist?
No. It associates candidates with existing projects. The intended project must be available and identifiable.
What happens when the candidate match is unclear?
The instruction should have Notis report the ambiguity rather than add the wrong person.
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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