Create Ashby candidates from approved Agiled leads
Batch the straightforward candidate handoffs so they do not depend on remembering to copy each record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate
Create a candidate profile with contact details and social profiles.
Why this helps
Approved recruiting leads can remain in a CRM queue while the hiring team waits for candidate profiles.
- Process approved leads on a predictable schedule.
- Create candidate profiles from available contact details.
- Keep unclear or incomplete records visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, define how an Agiled lead is marked approved and ask Notis to create candidates only when required details are present.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one approved lead and check the resulting Ashby profile.
Questions about this workflow
Does this automatically create candidates for every Agiled contact?
No. Define a clear approval signal in Agiled and instruct Notis to process only matching records.
How should duplicate candidates be handled?
Ask Notis to check for a clear existing match before creating a profile and report uncertain duplicates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Ashby. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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