Organize Ashby candidates using Agile CRM context
Use the CRM context your team already maintains to keep candidate profiles easier to filter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Why this helps
Candidate organization gets out of sync when relevant segment context stays in Agile CRM.
- Keep candidate labels aligned with available CRM context
- Make candidate searches easier
- Reduce manual profile cleanup
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and state which available segment context should guide tagging.
- 3Pick a recurring schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one real candidate and confirm the tag already exists in Ashby.
Questions about this workflow
Can this create a missing tag?
This workflow applies an existing Ashby tag. Create the tag in Ashby first if it does not already exist.
Does Agile CRM have to send an event?
No. This workflow uses a Notis schedule to review available connected-app information.
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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