How do I enable and use the Canvass 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 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:

 

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.

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  • Switch to the INTEGRATE tab.

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

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  • Review the list of requested permissions. Click Accept.

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Wait a few seconds for your integration to be completed…

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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. 

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Add a pipeline stage

  • In Lever, click here or navigate to SETTINGS > Pipeline and archive reasons > PIPELINE STAGES.

 

Click here for more information on adding pipeline stages on Lever. 
  • Click CUSTOMIZE PIPELINE STAGES.
  • Click + ADD STAGE.
  • Enter "Canvass" as the name and click ADD STAGE.

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

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  • Click NEXT again.
  • Click SAVE.

Wait for your changes to be applied…

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

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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.

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

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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.

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

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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.

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Review their response and determine next steps.

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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.

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