Automation Trigger: Opportunity stage changed

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Available for User roles Super Admin 
Products Professional and Enterprise

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

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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

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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: 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

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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: 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

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