Keep candidate records in step with staffing changes
Make an important project or capacity change visible where the hiring team is already reviewing candidates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Tool to create a note on an opportunity profile or add a threaded comment to an existing note.
Why this helps
A changed staffing plan can leave recruiters working from assumptions that are no longer current.
- Keep role timing changes close to the candidate opportunity.
- Reduce context hunting during hiring discussions.
- Preserve the reason behind a changed recruitment priority.
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 update candidate context.
- 3In one plain-language instruction, tell Notis to add a concise note to the related Lever opportunity when a Resource Planner update changes staffing timing or assumptions.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Send one real planning-change example and confirm the note appears on the intended opportunity.
Questions about this workflow
How does Notis find the right opportunity?
Include enough identifying context in the webhook and prompt, such as the role or candidate reference used by your process.
Does the note replace existing candidate notes?
The Lever action creates a note or a threaded comment; it does not require replacing existing notes.
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.
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Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.
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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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