Create Ashby candidates from Agile CRM prospects
Move a promising recruiting contact into Ashby with a simple handoff, while keeping the supplied details together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Candidate
Create a candidate profile with contact details and social profiles.
Why this helps
Promising people sit in Agile CRM while recruiters retype their information into Ashby.
- Reduce duplicate data entry
- Keep supplied contact details with the candidate record
- Make a clear handoff from CRM to recruiting
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation in Notis and describe the candidate details to use.
- 3Pick a webhook trigger that receives the selected prospect information.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect and check the Ashby candidate record.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is listed here. Start it with a Notis webhook and send the selected prospect information in the request.
Can Notis fill in details that were not sent?
No. Include the information you want carried over in the webhook request, or ask Notis to leave missing details blank.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ashby. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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