Keep important deal milestones with Ashby candidate records
Give recruiters a concise account of the milestone that moved a candidate's hiring process forward.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Candidate Note
Create a note on a candidate profile. Use this to add comments, observations, or feedback about a candidate during the recruitment process.
Why this helps
Important progress can be buried in deal history where the recruiting team does not routinely look.
- Summarize a meaningful milestone in the candidate record.
- Help teams understand why the process moved forward.
- Reduce searching across CRM deal timelines.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which milestones to capture, how to identify the candidate, and how to summarize the decision in a note.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Can the workflow capture every stage transition?
Use the instruction to define which meaningful transitions should result in a note. Avoid notes for routine changes that do not add useful context.
What if there is no unambiguous candidate match?
Have the workflow report the missing or ambiguous match for follow-up rather than writing to an uncertain profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Ashby. A trigger fires from one place; an action lands in another.
Hubspot 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 project in Ashby. Projects are sourcing initiatives or recruiting campaigns used to organize and track candidate pipelines. Use this to associate candidates with specific sourcing efforts. Common use cases: - Adding sourced candidates to recruiting campaigns - Organizing candidates by sourcing channel or initiative - Tracking candidates in specific hiring projects Requires candidatesWrite permission. Returns the updated candidate object on success, or error details if the candidate or project is not found.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add a tag to a candidate in Ashby. Use this to categorize and organize candidates with existing tags from the system. This action allows you to apply labels/tags to candidates for filtering, searching, and organizational purposes. Tags must already exist in the system - use LIST_CANDIDATE_TAGS to view available tags or CREATE_CANDIDATE_TAG to create new ones. The response includes the full updated candidate object when successful, showing the newly added tag in the candidate's tags array. If a candidate already has the tag, the operation will still succeed idempotently.
Contact Created Trigger
Contact Created Trigger
Add Hiring Team Member
Add an Ashby user to a hiring team at the application, job, or opening level. Use this when you need to assign a team member to participate in the hiring process with a specific role. Requires the organizationWrite permission.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add User to Interviewer Pool
Add a user to an interviewer pool. Use this to assign interviewers to interview pools for scheduling and coordination. Requires the hiringProcessMetadataWrite permission.
Add Opening Job
Adds a job to an opening (job requisition) in Ashby ATS. An opening represents a position to be filled, while a job defines the role details. This action associates an existing job with an existing opening, allowing multiple jobs to be linked to a single opening. Use this when you need to add job definitions to an opening or when creating multi-role requisitions. Requires the jobsWrite permission. On success, returns the updated opening with the job added to its jobIds array. On failure, returns error details with specific error codes.
Add Opening Location
Tool to add a location to an opening (job requisition). Use when you need to associate a location with an existing opening. Requires the jobsWrite permission.
Anonymize Candidate
Anonymize a candidate by removing personally identifiable information. Use this when you need to permanently anonymize a candidate's data. This action cannot be reversed and requires all of the candidate's applications to be in the archived or hired state.
Approve Offer
Approve an offer or a specific approval step within an offer's approval process. This action supports two modes: - Complete offer approval: Provide only offerId to approve the entire offer - Step-specific approval: Provide offerId, approvalStepId, and userId to approve a specific step When approving a specific step, both approvalStepId and userId are required together. Requires the 'offersWrite' permission.
Connect any two apps with Notis in the middle.
Hubspot and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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