Enabling and using the Canvass integration

May Fan

February 01, 2023 20:00

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

The Canvass integration helps talent acquisition teams seamlessly add asynchronous video interviewing to Lever. Pre-record interview questions and invite candidates to respond in their own time.

Readers of this article will learn the following:

How to Setup the Integration
How to Configure the Integration
How to Use the Integration
How to Send an Interview to the Candidate
How to Review the Candidate Response

Setup the integration:

Access role must be Super Admin in Lever to set up the integration. You must be a team or organization with admin rights in Canvass to install this integration.

Sign into Canvass and navigate to your company settings.

Canvass platform with create a position button.

Switch to the INTEGRATE tab.

Canvass platform with integrate tab outlined.

Select Lever from the drop-down and click + ADD INTEGRATION.

Canvass platform with Lever selected from integration type menu and add integration button outlined.

Review the list of requested permissions. Click Accept.

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

Wait a few seconds for your integration to be completed…

Canvass platform with completing integration notice.

Congratulations 🎉 — your accounts are now connected!

How to configure the integration:

Enable webhook events

Sign into Lever and click here or navigate to SETTINGS > Integrations and API > WEBHOOKS.
Enable the toggle switch for CANDIDATE STAGE CHANGE to the on (green) position.

Lever platform integrations and API page showing webhooks tab and candidate stage change toggle outlined.

Add a pipeline stage

In Lever, navigate to SETTINGS > Pipeline and archive reasons > PIPELINE STAGES.

For more information on adding pipeline stages on Lever, refer to our Help Center article on adding pipeline stages.

Click CUSTOMIZE PIPELINE STAGES.
Click + ADD STAGE.
Enter "Canvass" as the name and click ADD STAGE.

Lever add stage modal with name field outlined and add stage button outlined.

Move your new stage to the desired position and click NEXT.

Lever customize pipeline stages page with canvass card outlined.

Click NEXT again.
Click SAVE.

Wait for your changes to be applied…

Lever applying changes to pipeline stages notification message.

Congratulations 🎉 — you now have a Canvass stage in your pipeline!

Lever stage changes have been applied success message.

Link positions to jobs

In Canvass, navigate to the Settings tab within a Canvass position that you’d like to link with a job in Lever.
Copy the value in the Lever tag section to your clipboard.

Canvass platfowm with lever tag outlined.

Navigate to a job within Lever and paste your new tag.
Click SAVE CHANGES.

Lever platform showing job posting editor with job title, tags, and save changes button outlined.

Congratulations 🎉 — you're now ready to send interview invites via Lever!

How to use the integration:

The following steps walk you through conducting a Canvass interview from within Lever.

Send an interview

In Lever, navigate to a candidate who you’d like to invite to your interview in Canvass.
Move them into the "Canvass" stage.

The job associated to the candidate needs to be one which you’ve linked to a position in Canvass.

Lever candidates profile with canvass outlined in changes tage menu.

Congratulations 🎉 — your candidate has been emailed an interview invite!

Lever candidate profile with Canvass invited tag outlined.

Review their response

You’ll receive a notification and note on the candidate once they’ve completed their interview. Click on the link provided by Canvass.

Lever candidate profile with Canvass tag and Canvass link outlined.

Review their response and determine next steps.

Canvass platform showing candidate video.

How to disable the integration:

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

2. Under the Authorized Apps tab, locate the Canvass app.

3. Click Revoke Access to disable the integration.