Zapier

*Note: Greenhouse Recruiting is a premium Zapier app, so a Zapier user will need to have at least a Starter plan to use the integration.

Zapier is an online automation tool that connects your favorite apps to automate repetitive tasks. Greenhouse Recruiting and Zapier have developed an integration that allows you to automate certain tasks. In this article, we will cover:

• Supported Triggers, Searches, Actions
• Configure User Setup Permissions in Greenhouse Recruiting
• Create a Harvest API Key for the Greenhouse/Zapier Integration
• Upload Harvest API Key into Zapier
• Popular Things to do with Greenhouse

Note: The Zapier integration works for up to 100 jobs. Using this integration for more than 100 jobs may cause performance issues in Zapier.

 

Supported Triggers, Searches, Actions 

The Greenhouse Recruiting/Zapier integration supports the following functions when creating Zaps.

Supported Triggers

New Job Post - Triggers when a new job post is created.
New Candidate Application - Triggers when a new application is submitted by a candidate.

Supported Searches

Find Candidate - Finds a candidate by email address.

Supported Actions

Create Candidate - Creates a new candidate.
Create Candidate Note - Creates a candidate note.
Create Prospect - Creates a prospect.

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse/Zapier integration, you will need the developer permission Can manage ALL organization’s API Credentials.

Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions to apply the API credential management permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon > Users > Your Name.

The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

Select Can manage ALL organization’s API Credentials so that a check is in the checkbox. When finished, click Save.

Repeat as necessary for any other user that should have access to set up the integration.

 

Create a Harvest API Key for the Greenhouse/Zapier Integration 

To create a Harvest API key for the integration, click the Configure icon  in the upper right-hand corner. Navigate to Dev Center on the left-hand panel. From the Dev Center page, click API Credential Management.

From the API Credential Management page, click Create New API Key to generate the API key for Zapier.

In the Create New Credential dialog box, make the following selections:

• API Type: Harvest
• Partner: Zapier
• Description: Zapier Harvest API Key

When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Zapier.

In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to Zapier in the next step. Click I have stored the API Key once you have copied and saved the key.

Note: You cannot access the full Harvest API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.

On the subsequent page, confirm the following permissions are assigned to your new API key:

• Candidates
• Jobs
• Job Posts
• Users

If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished. Your Harvest API key for the Greenhouse Recruiting / Zapier integration is created and configured. 

 

Upload Harvest API Key into Zapier

When you start creating a Greenhouse Zap, you will be asked to connect your Greenhouse account. 

Paste your Harvest API Key back into your Zapier account and then click Continue.

If all steps are completed successfully, your Greenhouse account will be successfully connected.

 

Popular Things to do with Greenhouse