Automation Trigger: Opportunity stage changed

We've compiled a few examples of automation workflows to help get you started. To learn more, please refer to this article.

Navigate to top bar navigation More > Automation. Configure the Trigger: Opportunity stage changed for the following use cases.

• Inform sourced candidates of hiring freeze
• Scheduling request for onsite interviews
• Notify Hiring Managers when engineers pass Codility tests
• Alert coordinators of expedited hiring process for part-time/seasonal roles

See below for instructions on how to configure your automation workflows.

Inform sourced candidates of hiring freeze

How to configure: 

1. Trigger: Opportunity stage change
2. Condition: Opportunity > has stage > the value is one of these > Responded
3. Action: Auto-archive
1. Archive Reason: Position Closed
2. Send rejection email to the candidate
3. Send email after: Tomorrow
4. With a COVID-19 email template

Scheduling request for onsite interviews

How to configure: 

1. Trigger: Opportunity Stage Change
2. Condition: Opportunity > has stage > is one of these > On-site Interview
• Optional conditions based on locations or job postings for different coordinators
3. Action: Send Email
1. To: Coordinator
2. Subject: Scheduling request for {{candidate full name}}
3. Body: Please schedule {{candidate full name}} for an on-site interview ASAP!
4. Delay: Tomorrow

Notify Hiring Managers when engineers pass Codility tests

How to Configure:

1. Trigger: Opportunity Stage Change
2. Condition: 
1. Opportunity > has tag > if the value is one of these > “codility - pass”
2. Job posting > hiring manager is > one of these > {Name of Hiring Manager}
3. Action: Send Email
1. To: (Select name of) Hiring Manager
2. Subject: {{candidate full name}} passed their Codility assessment! 
3. Body: {{candidate full name}} scored 90% or better on their Codility assessment. {{opportunity owner name}} will be moving them forward in the process. 
4. Delay: Tomorrow

Alert coordinators of expedited hiring process for part-time/seasonal roles

How to configure: 

1. Trigger: Opportunity Stage Change
2. Condition: 
1. Opportunity > has stage > if the value is all of these >HM Screen, Onsite, etc.
2. Job posting >Work type is > if the value is one of these > Part-time/Seasonal 
3. Action: Send Email 
1. To: (Select name of) Coordinator
2. Subject: Advance {{candidate full name}} to Offer or Archive
3. Body: This role has an expedited hiring schedule. Please advance {{candidate full name}} to an OFFER or ARCHIVE stage.
4. Delay: Tomorrow