Move a confirmed candidate handoff into Lever
Turn a concrete candidate lead surfaced during staffing planning into a trackable opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Tool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.
Why this helps
A promising candidate mentioned during capacity planning can disappear before anyone creates a record or follows up.
- Give a confirmed candidate lead a trackable Lever opportunity.
- Reduce the chance that referral context gets lost.
- Let Lever's email-based deduplication help avoid duplicate opportunities.
Setup
Build it in a few focused steps.
- 1Connect Resource Planner and Lever to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to record confirmed candidate handoffs.
- 3In one plain-language instruction, tell Notis to create a Lever opportunity when a Resource Planner handoff includes a confirmed candidate, contact details, and hiring context.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Send one real candidate handoff and review the created opportunity for accuracy.
Questions about this workflow
Should every person mentioned in planning become a candidate?
No. Use this only for confirmed candidate handoffs with enough context to support a recruiting follow-up.
What happens if the email already exists?
The Lever action uses automatic email-based deduplication when creating an opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Resource Planner to Lever. A trigger fires from one place; an action lands in another.
Resource Planner triggers
Lever actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Opportunity Links
Tool to add links to a contact associated with an opportunity. Use when you need to attach URLs like LinkedIn profiles, GitHub accounts, personal websites, or other social media links to a candidate. Adding new links does not replace existing links.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Opportunity Sources
Tool to add sources to an opportunity. Use when you need to attribute specific recruitment channels or sources to an existing opportunity.
Add Opportunity Tags
Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.
Create Form Submission
Tool to create a completed profile form submission for a candidate's opportunity profile. Use when you need to submit a filled form based on an existing template.
Create Form Template
Tool to create a profile form template for an account. Use when you need to create a new form template with custom fields.
Create Interview
Tool to create an interview on an externally-managed panel in Lever. Use when scheduling a new interview for an opportunity on a panel where externallyManaged is true.
Create Note
Tool to create a note on an opportunity profile or add a threaded comment to an existing note.
Create Opportunity
Tool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.
Connect any two apps with Notis in the middle.
Resource Planner and Lever, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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