Enabling and using the cFIRST integration

Melody Tsulahara

July 30, 2024 07:41

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

Here’s the quickest way to enable integration between Lever and cFIRST for seamless background checks experience for your recruitment teams and candidates.

In this article

Setting up the cFIRST integration
Using the cFIRST integration

Setting up the cFIRST integration

Enable the integration

Log into the cFIRST application and navigate to the menu. Click on the Integrations tab. Locate Lever in the list and click the icon to enable the integration.

cFirst platform with integrations tab and Lever integration card outlined.

This will get you on the Lever authentication page using oAuth authentication. After providing login details, it will ask for the scope approval as provided in the screen below. Click Accept.

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

Once successfully configured, you will be sent back to the cFIRST portal which will be displaying additional details required for the integration.

Configure webhooks

You will need to generate a webhook token in Lever for candidate stage changes so that your candidates can be pushed from Lever to cFIRST upon moving into a designated 'Background Verification' stage (or any other stage of your choosing).

This webhook token can then be added to cFIRST.

In cFIRST, copy the link available in the “Candidate Stage Change Webhook URL” field and paste it into a document so you can reference it later on in the configuration.

cFirst platform showing Lever platform with candidate stage change field and signature token outlined.

In Lever, navigate to Settings > Integrations and API > Webhooks
Scroll to the Candidate Stage Change webhook and click + Add webhook
Copy the “Candidate Stage Change Webhook URL” from the cFIRST portal and paste it to the Candidate Stage Change webhook url field in Lever. Click Verify Connection.

Lever platform integrations and API page with candidate stage change field and verify connection button outlined.

If the connection is successfully verified, copy the Signature token from the Candidate Status Change webhook settings on Lever into the 'Signature Token' field on cFIRST.
Select 'Background Verification' from the Stage dropdown list.

cFirst platform showing Lever platform with candidate stage change field and signature token outlined and stage options in stage selector dropdown.

Select the default screening package from the list. Click Submit.

cFirst platform showing package selector menu.

Using the cFIRST integration

To trigger background checks process within your Lever account, change the candidate stage to 'Background Verification'. The cFIRST app will action the necessary steps to invite candidate to share details/documents to process background checks.

Lever platform candidate profile with background verification in stage selector menu outlined.

You can also choose to select a package in Lever by adding a tag of the package name to the opportunity. The existing packages can be found by typing "cfpkg:". You will see all available packages as drop-down options under the tag. If you want to use an alternate package than the default one, you can use that as well.

Lever platform job posting with cFirst tag outlined.

Disabling the cFIRST integration

Navigate to Settings > Integrations and API
Under ‘Authorized Apps’, locate the cFIRST app
Click Revoke access