After you've set up a partner integration, you're ready to roll! Here you'll see how to use the integration.
Triggers
The integration is added as a Trigger option in your account. This means that when a candidate is moved to the a stage containing this trigger, the integrated event will automatically happen (the test is sent, the candidate is sent to the HRIS, etc).
Side note: Trigger are automated events, and honestly one of our best features... Read more about triggers HERE.
Add the trigger in a specific job stage
To add the trigger, go to the stage where you want the event to happen. There, click the Trigger wand and the add it to the stage you want by clicking the ➕ Add trigger and selecting the integration you want to use.
Pro tip
If you want an integrated event triggered on a stage on all jobs, make sure to add it to the stage in your default job template. To do so, have a look under Settings -> Job templates and click Edit default job template.
There, go to the step Stages and click the small wand on the intended stage. Now the trigger will be added every time you create a new job!
Manually initiate the event
You will also have the option to manually preform the integrated event to candidates, either for a specific candidate, or by preforming a bulk action.
Specific candidate
To trigger the event in for a specific candidate, start by going to the candidates profile. Here, click the three dots at the top of the card, and there Intergrations... You will then be asked what integration you want to use.
Bulk action
You might also want to preform the event for several candidates at once, without setting up an automatic Trigger. This you can do by Bulk selecting candidates, and clicking the three dots (...) in the menu at the bottom of the page. There click Integration..., and select what integration to use.
