Keep complete hiring referrals moving into Ashby
A recurring intake check can bring complete referrals into Ashby before they disappear into a backlog.
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
Referral records can remain in a queue while recruiters wait for time to enter them into the ATS.
- Process complete referral records on a regular cadence.
- Create the formal Ashby referral from supplied details.
- Reduce the manual backlog of referral entry.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ashby once in Notis.
- 2Create a new automation and name the referral intake review.
- 3Ask Notis to submit complete, unsubmitted AgencyZoom hiring referrals to Ashby using the supplied candidate and job details.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real referral and verify it is complete and has not already been submitted.
Questions about this workflow
How should the workflow avoid duplicate referrals?
Tell Notis to check whether the referral has already been submitted, using available record identifiers or history.
What happens to incomplete referrals?
Leave them unsubmitted and report which required information is missing.
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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