Capture referred talent in Ashby without retyping
Get a referred person into the recruiting system while the recommendation is still fresh.
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
Referrals can lose momentum when their details sit in a CRM record waiting for manual entry.
- Capture referral details promptly
- Reduce repeated entry between systems
- Keep the referral intake process moving
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and describe which supplied referral details belong in the candidate record.
- 3Pick a webhook trigger and send the selected referral information.
- 4Choose where Notis should send run reports.
- 5Test with one real referral and verify the candidate details.
Questions about this workflow
Does this create a formal Ashby referral?
No. It creates a candidate record. Use Ashby's referral action when you need a formal referral and its required referral form information.
What if the person already exists in Ashby?
Instruct Notis to check for a matching candidate before creating one, and to report uncertain matches for review.
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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