Keep relevant status context with the Ashby candidate
Summarize only the status details that matter to a recruiting handoff, where the candidate record is reviewed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Context that matters to a handoff can be hard to find when it remains in a separate AgencyZoom record.
- Place relevant status context on an identified candidate record.
- Make handoff background easier for recruiters to review.
- Keep notes concise and tied to available information.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ashby once in Notis.
- 2Create a new automation and name the status context review.
- 3Ask Notis to add a concise note to the clearly matched Ashby candidate only when available AgencyZoom status context is relevant to the recruiting handoff.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real example and confirm the note contains no unsupported assumptions.
Questions about this workflow
Should every AgencyZoom status be copied to Ashby?
No. Instruct Notis to add only status context relevant to the recruiting handoff.
What if the candidate match is uncertain?
Skip the note until the candidate can be identified confidently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Ashby. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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