How do I enable and use the Agora integration?

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

The Agora integration allows talent acquisition teams to automatically create an Agora offer when using Lever's offer workflow. The data will automatically flow from Lever to Agora. 

  • Fully create the Agora offer letter in Lever without needing to log into the Agora (with some exceptions, outlined below). 
  • The unique Offer Letter url is pushed back into Lever immediately after creation. 
  • Candidates don't need to create an Agora account to view their offer letter. 
  • All offer letters are saved within Agora (and accessible through Lever) even after a candidate accepts the offer. Thus, allowing the candidate to reference back to what was included in their total comp and allow talent acquisition teams to continue to use the modeling tools. 

How exactly does the integration work?

By enabling the Agora integration, you can set up a streamlined workflow to create your offers in Agora based on changes in the candidate's stage within Lever. 

  • Candidate's stage changed to Offer - an Agora Offer Letter will be created upon a candidate's stage being changed to Offer and and the offer is in the "Sent Manually" stage. 
  • Continuously updated - after an Offer Letter has been created, Agora will ping Lever every minute looking for changes to the offer's contents or if the offer has been marked as "Signed" or "Declined."
  • Candidate is Deleted in Lever - the Offer Letter will be deleted in Agora. 

When an Agora Offer Letter has been created, a note will appear on the candidate's profile in Lever with their unique offer URL.

 

Note that outside of the ability to send the Agora Offer Letter URL into the candidate's notes in Lever, this is a one-way integration. Offer Letters created within Agora will not be pushed back to Lever. See other limitations below.

Readers of this article will learn the following:

 

Setup the integration:

 

In order to set up the Agora-Lever integration, you will need to have Super Admin privileges within Lever and be either an Owner or have Company Settings permissions enabled in Agora.

  • Go to Agora and log in.
  • Click on the Settings menu item on the left navigation. 

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  • Click ATS listed under the Integrations menu item.
  • Click the Connect button under the Lever icon.

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  • Click Configure Lever.

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Connect Lever 

To start the integration process, you'll need to provide Agora with authorization to access Lever on your behalf.

The integration requests the following set of authorizations:

  • View and manage all candidates’ notes: The integration will add a note to the Lever opportunity with the link to the newly created Agora offer.
  • View all candidates’ offers: The integration will use Lever offer data to populate and create the Agora offer.
  • View and manage all opportunities: The integration will add to the Lever opportunity a tag and a link to the newly created Agora offer.
  • View all users: The integration will be able to match the Lever opportunity creator with an Agora user.
  • Allow offline access: The integration will be able to create an Agora offer automatically in the background.

 

  • When you click Next, you will be prompted to log into Lever. 

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  • Review list of requested permissions. Click Accept.

 

How to configure the integration:

Webhook Configuration

Agora uses webhooks to know when to create or update an Offer Letter. Webhooks are a way to send automated messages or information from one app to another, based on events or triggers. In this case, the Agora integration looks for the event when the stage of a candidate is changed to Offer and an offer letter is created in Lever.

Webhooks also allow the Agora integration to see when a candidate's stage is later changed and update the Offer Letter accordingly when the offer in Lever is updated to "Signed" or "Declined." Agora also looks at the following events:

  • A candidate is archived 
  • A candidate stage changes
  • A candidate is hired 
  • A candidate is deleted (the offer letter is deleted in Agora)

 

  • On Agora, click the link to go to the Lever Webhooks page and follow the instructions to grant appropriate access. Then click Next.

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Configure the Offer Form

The Agora integration connects fields from your current offer form in Lever to Agora to enables the automatic creation of offers. Don't worry, this mapping is done automatically for 20 standard fields in Lever.

There may be additional fields in your Lever form (i.e. custom fields) that Agora is not able to pull through into our Offer Letter. Please reach out to Agora with any questions.

  • On Lever, go to Lever Settings > Offers > Offer form to reference which fields are currently in your Lever offer form.
  • Reference the mapping list below indicating the Agora fields and the corresponding supported Lever fields.
Agora Fields Lever Fields Notes
Assignee <searched in Agora based on recruiter_email> Assignee is the offer's creator/owner in Agora. The integration will match based off of the email email address. 

Base salary

salary_amount

 

Base salary pay period

salary_interval

Salary in Agora can be expressed as annual or hourly

Benefit package

 

The integration will always assign the Default benefits package in Agora. You must log into the Agora to make changes

Candidate address line 1

candidate_address_line_1

 

Candidate address line 2

candidate_address_line_2

 

Candidate first name

<first part of 'name' from Lever opportunity>

 

Candidate last name

<second part of 'name' from Lever opportunity>

 

Candidate email

Candidates's email in Lever

The integration looks for the first 'email' from candidate's Lever record

Currency

compensation_currency

If not available, the integration will use the company's default currency set in your preferences in Agora

Display Location

location_office

This is a free form text field in Agora and will show the location the candidate will see on their Agora offer.

Type of shares

equity_type

If not available, the integration will use the company's default equity type set in your preferences in Agora

Job title

job_title

 

Number of shares

offered_equity

 

Sign-on bonus

offered_bonus + offered_starting/signing_bonus

Both of these Lever fields will populate the Sign On Bonus field in Agora

Start date

anticipated_start_date

 

Status

Candidates's stage in Lever

Indicates the status of the offer. The stage may be 'published', 'accepted', or 'declined' in Agora

Target Bonus Amount

offered_annual_bonus

 

Target bonus %

target_bonus_percent (custom field)

This is a custom Agora field you can add in Lever. Create a new field in Lever and enter Target Bonus Percent in the description, and Number as type

Expires (valid until date)

offer_expiration_date

If there is no expiration date in Lever, Agora will set the expiration to two months from the offer creation date

 

  • Click Done and the integration is complete. Try creating a test offer to make sure everything works as expected.

 

How to use the integration:

Once the integration is set up, an Agora Offer Letter is generated automatically for every offer made in Lever. 

 

Keep in mind that historical offers will also be pulled in to the Agora platform.

The candidate's unique Offer Letter URL will appear on the opportunity page in Lever for that candidate.

The integration will also tag the opportunity with "Agora Offer" and add a note, for clarity.

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Within Agora, you will see that indicated on the Offers page when the Lever icon appears. Offers without that icon were manually created in Agora.

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  • Click on the candidate in the list to pull up their record.

On the candidate record, the Lever icon shows up next to their name and within the activity log. Any changes made within Lever will be reflected here.

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Editing Offers

There are only three things that can be edited within Agora after an Offer Letter has been created in Lever:

1. Add Greets to the candidate's Offer Letter. Learn more about Greets here!

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2. Select a legal document template and co-signer. This only applies to companies who have set up Agora's Docusign Integration

3. Change the Benefits package from the default to another package. An Admin user with Company Setting permissions can set up new Benefits packages here.

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Limitations

  • With the exception of pushing the Agora Offer Letter URL into the candidate's notes within Lever, the Agora/Lever Integration is a one-way integration. Offer Letters created within Agora will not be pushed back to Lever. Changes to an offer's status or Docusign status within Agora (i.e. marking the offer as Accepted will not make trigger changes within Lever. 
  • You currently are unable to select the non-default benefits package within Lever. If the candidate you are creating an offer for doesn't have the default benefits package, you will need to remove or change it within Agora.
  • You are unable to select the non-default vesting schedule if you have more than one created in Agora. 
  • If you are using Agora's Docusign integration, you will need to log into the Agora app to select the legal document template and co-signer you intend to use.
  • If you would like to include Greets in your offer letter, you will need to log into Agora to get the Greets URL to share with team members who wish to add welcome messages to the letter.
  • You are not able to create flexible offers within Lever. Flexible offers will need to be created within Agora. 
  • You are not able to update the Equity Value or Target Commission fields in the Agora offer letter when the letter has been created in Lever as those fields are non-standard fields in Lever that are not supported by the integration. If you need to create an offer with those fields, you will need to create the offer within the Agora app. 

How to disable the integration:

On Lever

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

2. Under the Authorized Apps tab locate the Agora app.

3. Click Revoke Access to disable the integration.

The integration can also be disabled from the Agora integration menu.

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