Enabling and using the Vouch integration

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Vouch integration allows talent acquisition teams to invite candidates to a video interview as part of their Lever recruitment workflow, and review each candidates response within Lever.

In this article

Setting up the Vouch integration


You must be a team or organization with admin rights in Vouch to install this integration.
  • In Vouch, navigate to the Integrations page
  • Locate the Lever listing

Vouch integrations page showing Lever in the recruitment section

  • Click Learn More from the listing page to view the App Details page
  • To start the connection process click Connect with Lever

Vouch integrations page showing Lever in the recruitment section with connect with lever button

  • You will be redirected to the authentication screen
  • When requested, log into Lever
  • Review the list of requested permissions; click Accept to complete authentication

Authorize app modal showing list of permissions and accept button

Configuring the Vouch integration

After accepting permissions, you will be redirected back to Vouch where you can specify the following: 

  • Stage From: Which Stage in the recruitment process should the Candidate be sent a Vouch Request Email.
  • Stage To: Which Stage in the recruitment process should the Candidate be moved to once they have completed the Vouch Request. This can be left in the same state as 'Stage From' if you do not wish for the integration to move the candidate on Lever. 
  • Default Campaign: Which Campaign Questions to send the respective Candidate once they reach the designated Stage From status.  

Vouch integrations page showing Lever with setup options

After completing the requested configuration on Vouch, enable the webhooks on Lever by completing the following: 

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Locate the 'Candidate Stage Change' webhook and toggle the webhook to the on (blue position) if it is not already enabled. 

Lever Webhook Configuration tab with candidate stage change toggle on blue

Using the Vouch integration

To send a Video Request to a candidate, simply move the candidate to the designated 'Stage From' stage configured on Vouch. 

Lever candidate profile with stage menu drop down

This will send an email to the candidate inviting them to answer the questions in the default campaign. Vouch will provide updates back into Lever as soon as the candidate opens the campaign request. Once the candidate answers the request, the following changes will be made to their opportunity record on Lever:

  • The stage of their opportunity will be updated to match the Stage To value
  • The Tag "Vouch Responded" will be added. 
  • A note linking to their video response will be added
  • A transcript of the video response will be added

Lever candidate profile with video transcript added

Disabling the Vouch integration

In Vouch

  • Navigate to the Integrations page within your Vouch account and locate the Lever listing

Vouch platform Lever listed in recruitment section

  • Click Manage
  • Click Uninstall

Vouch platform showing Lever listing

In Lever

  • Navigate to Settings > Integrations and API > Authorized Apps
  • Locate the Vouch app
  • Click Revoke Access
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