Keep sourcing contacts organized in Ashby projects
Give a sourcing effort a clear home in Ashby as soon as a contact is ready to track there.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Candidate to Project
Add a candidate to a recruiting project.
Why this helps
Sourced contacts are scattered across CRM records instead of grouped with the relevant recruiting initiative.
- Group candidates with the relevant sourcing effort
- Preserve the project context supplied at handoff
- Reduce manual project assignment
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and describe which selected contacts belong in a sourcing project.
- 3Pick a webhook trigger and include the candidate and project context.
- 4Choose where Notis should send run reports.
- 5Test with one real contact and verify the Ashby project association.
Questions about this workflow
Can Notis create a new Ashby project here?
No. This action adds a candidate to an existing project. Provide the intended project or create it in Ashby first.
What starts the handoff?
A Notis webhook request starts it. Agile CRM trigger events are not listed for this pair.
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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