Make pipeline stages easier to review in context
Bring the shape of your recruiting process into the same routine where you consider upcoming team capacity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Stages
Tool to retrieve all pipeline stages in your Lever account. Use when you need to list all hiring stages.
Why this helps
A hiring review can spend too much time orienting everyone to the pipeline before discussing real staffing needs.
- Prepare pipeline context before a capacity review.
- Reduce time spent finding basic stage information.
- Keep recurring staffing conversations grounded in hiring process details.
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 prepare a pipeline-stage review.
- 3In one plain-language instruction, ask Notis to list Lever stages and summarize the Resource Planner capacity questions your team should consider at the next planning checkpoint.
- 4Select a quarterly recurring schedule and choose a channel for run reports.
- 5Review the first result before a quarterly staffing discussion.
Questions about this workflow
Does this move candidates between stages?
No. It retrieves and summarizes pipeline-stage information for review.
Why include Resource Planner context?
Upcoming workload gives the team a practical lens for discussing whether the current hiring pipeline supports planned capacity.
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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