Enabling the Sora integration

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Available for Roles Super Admin
Permissions • Manage API credentials and manage integrations
Packages LeverTRM, LeverTRM for Enterprise

The Sora integration allows you to automatically import an employee into Sora and add them to a workflow (e.g. Onboarding) whenever a specific event (e.g. marked as hired) occurs on a candidate’s profile within Lever. With Sora you can automate the repetitive HR work in your employee onboarding, so you spend less time on tedious tasks and more time delivering a great employee experience. Collaborate with your team to design a delightful onboarding journey in Sora. Automatically send personalized emails, assign tasks, get approvals, collect surveys and forms, and add new hires to your HRIS.


Setting up the Sora integration

 

You must be a team or organization with admin rights in Sora to install this integration.
  • In Sora, navigate to Settings > Integrations > Lever
  • Select the Lever Connect (Recommended) option and then click on the Login to set up integration button that appears

Cursor over Log in to set up integration button on Lever Connect tile

  • On the modal, review the list of requested permissions
  • Click Accept
  • The following message will appear when you are redirected to Sora:

Configuration confirmation message on Lever Connect tile

  • Click Validate and confirm that you see a Verified status

Live image if a Validate button being clicked

 

Configuring the Sora integration

Inbound Field Mapping

Follow the instructions in Sora's field mapping article to configure the mapping of candidate fields from Lever to employee fields within Sora. Most HR applications, including Sora, allow you to store information about your employees using fields that operate as a key-value pairs (i.e. Field name: Field value). However, the name of the same field will often differ from application to application. For example, your ATS might store a candidate’s first name in a field called first_name, while your HRIS might call this same field firstName. Or, the expected format for a field’s value might differ depending on the tool (e.g. CA vs. California for a field that stores the employee’s state). In either case, a field mapping would be required when syncing data from one tool to another.

In order for the integration to work properly, you will need to set the inbound field mapping so that Sora knows which fields from Lever should be mapped to which employee fields within Sora. To do so, follow these steps:

  • In Sora, navigate to Settings > Integrations and then click on the tile for Lever
  • Switch to the Inbound field mapping tab
  • Use the dropdowns to select the corresponding field within Lever for each employee field within Sora that you want automatically set whenever a candidate is imported from the Lever

Live image of field dropdown menu in Sora being expanded

Please reach out to your Sora representative if you have any fields whose value needs to be transformed (e.g. CA → California) as a part of the mapping process.

  • (Optional) Enter a candidate’s email address or select an employee within Sora that has a candidate profile within Lever and then click Go. This will show you sample field values for that specific employee based on your current mapping.
  • Once you are done mapping all the desired fields, click Save on the bottom-right corner

Webhook configuration

  • Within Sora, navigate to the Workflows tab and click Manage workflow for the specific workflow that you want to connect with Lever (this would typically be the Onboarding workflow)
  • Click Add listener under the Entering the workflow section on the left-hand side of the screen

Cursor hovering over Add listener button under Third party events header in Sora

  • In the modal that appears, select Lever from the first dropdown menu and the desired event (this would typically be Candidate hired) from the second dropdown menu

Third party even triggers modal in Sora; candidate hired option is highlighted on hover in event menu

  • Copy the generated Endpoint URL to your clipboard

Arrow pointing to generated endpoint URL in Sora

  • In a separate tab, open Lever and navigate to Settings > Integrations and API > Webhooks
  • Activate the toggle for the specific event that you selected in Step 3, and then click Add webhooks

Close up enabled candidate hired toggle in Lever with cursor over Add webhook option

  • Paste the Endpoint URL that you copied in from Sora into the top input field in Lever

Arrow pointing to candidate hired webhook in Lever

  • Copy the Signature token to your clipboard

Arrow pointing to signature token field on candidate hired webhook tile in Lever

  • Return to your Sora tab and paste the Signature token value that you copied in the previous step

Arrow pointing to signature token field in Sora

  • Click Create event listener and confirm that you now see the Lever event listed in the Entering the workflow section

Lever test event listed under Third-party events header in Sora

  • Return to your Lever tab and click Verify connection to confirm that the connection is working properly

Live image of verify connection button being clicked in Lever

Disabling the Sora integration

  1. In Lever, navigate to Settings > Integrations and API
  2. Under the Authorized Apps tab, locate the Sora app
  3. Click Revoke access to disable the integration
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