Keep complete candidate referrals moving into Ashby
Use a regular review to route complete recruiting leads through Ashby's referral process, with missing details called out in the report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Referral
Submit a referral, creating a candidate profile if needed and linking it to a job.
Why this helps
Incomplete or unreviewed campaign leads can linger instead of entering the correct recruiting process.
- Use a consistent intake path for qualified leads.
- Reduce manual referral form entry.
- Identify incomplete leads for follow-up.
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 referrals only for leads meeting your rule with complete candidate, job, and referral information.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one complete referral example and verify it in Ashby.
Questions about this workflow
Can this submit incomplete referrals and fill gaps later?
The safer instruction is to report missing required details and create referrals only when the request is complete.
Does the referral create an application?
Ashby's referral action creates a referral and may create a candidate and application as part of that process.
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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