Keep Ashby application source attribution accurate
Give recruiting reports a better chance of reflecting where an application came from.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Change Application Source
Change which source and user receive credit for an application.
Why this helps
Source attribution can remain blank or outdated when the original context is recorded elsewhere.
- Improve source attribution consistency
- Use available CRM context during a scheduled review
- Avoid manual cross-checking of every application
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and tell Notis to update a source only when the matching application and source are clear.
- 3Pick a recurring schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one real application and confirm its source in Ashby.
Questions about this workflow
What if the source is unclear?
The instruction should tell Notis to skip the update and report the ambiguity rather than guess.
Can this recover missing attribution from unavailable history?
Only if the relevant source information is available from the connected records or supplied by you.
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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