Keep referral context with the Ashby candidate
Put the reason a person was recommended where the hiring team can find it later.
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
Referral context is easy to lose when it stays in a CRM note or conversation.
- Keep referral rationale near the candidate record
- Reduce repeated context gathering
- Give recruiters a concise note to review
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and tell Notis to summarize available referral context into a candidate note.
- 3Pick a recurring schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one real referral and review the Ashby note.
Questions about this workflow
What information can the note include?
Notis can use referral context available from Agile CRM and Ashby. It should not invent missing details.
Will this create duplicate notes?
Ask Notis in the instruction to avoid repeating an existing note when it can identify the same referral context.
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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