Enabling and using the Refty integration

Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages All packages

The integration between Lever and Refty sends candidates from Lever to Refty. It can also trigger self-assessments and reference checks in Refty when the candidates reach certain stages in Lever.

Setup the integration

1. In Refty, go to the Integrations page.

2. Click Connect on the Lever integration.

Refty platform lever listing with arrow pointing to connect button.

3. Authorize Refty to access your Lever account by clicking Accept.

Lever authorize app modal with list of permissions and blue accept button.

4. In Lever, navigate to the Webhooks tab of the "Integrations and API" settings page.

5. Click all the toggle buttons to turn them blue. This ensures that all features of the integration work, even future ones!

Webhook configuration Refty.png

Your Lever and Refty accounts are now connected together! There are a few more items to configure, detailed below:

Configure Refty

The next step is to tell Refty how you want it to operate for the candidates it gets from Lever.

1. In Refty, the Connect button of the Integrations page is now replaced by a Configuration button. Click it!

Refty platform with Lever listing and arrow pointing to configuration button.

2. Unless you already connected Lever and Refty previously, you should have no rule configured. Define one by clicking on Add a rule.

Refty platform with arrow pointing to add a rule button.

3. Choose the Lever jobs that should trigger an action in Refty.

Refty new rule editor with list of jobs selected.

4. Choose the Refty sequence that should be used for these jobs.

Refty new rule editor with refty sequence dropdown menu.

5. Link each stage of your Refty sequence to a stage in your Lever interview plan.

Refty new rule editor with trigger dropdown menu.

6. Choose the language that should be used for communication with the candidates that match this rule.

Refty new rule editor with language dropdown menu.

7. Click Add and you're done!

You can define as many rules as you need depending on how you want Refty to handle your Lever candidates.

Try it out!

Now that everything is properly configured, you probably want to see it in action. Let's add a new candidate.

1. Add a new candidate in Lever with a job that matches your rule in Refty.

Lever candidate profile with choose drop dropdown menu.

2. The candidate now appears in your Refty sequence.

Refty platform with arrow pointing to candidate listing.

Obviously, the next step is to trigger a self-assessment or a reference check from Lever.

1. Make sure that your candidate has an email address in Lever, and preferably a phone number as well.

Lever candidate profile email address section with arrow pointing to email.

2. Move the candidate to the self-assessment or reference check stage that you've defined in your Refty rule.

Lever candidate profile job listing with dropdown stage change menu.

3. The self-assessment or reference check has been sent to your candidate!

Lever candidate profile candidate history section with onsite interview mupdate.

If needed, you can send a new self-assessment or a reference check email to the candidate by moving back to a previous stage and selecting the trigger stage again.

Need help?

If you need any help with this integration, please use Refty's in-app chat or email support@refty.co.

How to disable the integration:

1. Navigate to your Integrations & API Settings Page in Lever

2. Under the Authorized Apps tab locate the Refty app

3. Click Revoke Access to disable the integration

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