Workato is the leading Enterprise Automation Platform. Workato enables both business and IT teams to integrate their apps and automate business workflows without compromising security and governance. It enables companies to drive real time outcomes from business events.
Workato's Greenhouse connector enables you to build even more automation around applicant and candidate workflow and connect with other human resource management systems. In this article, we will cover:
Configure user setup permissions in Greenhouse Recruiting
In order to enable the Greenhouse Recruiting / Workato integration, you will need the developer permission Can manage ALL organization’s API Credentials.
Contact a Greenhouse Recruiting 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 User-Specific Permissions panel on your user page and expand the Developer Permissions dropdown menu. Select Can manage ALL organization’s API Credentials so 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 Harvest API key for the Greenhouse Recruiting / Workato integration
Note: It is recommended to use an Integration System User (ISU) for integration with Workato. This ensures permissions are consistent and all operations can be logged on a single account.
To create a Harvest API key for the integration, click the Configure icon in the upper right-hand corner, and 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 Workato.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: Workato
- Description: Workato Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Workato.
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 Workato 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 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:
- Scheduled Interviews
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 / Workato integration is created and configured.
Enter Harvest API key in Workato
Next, provide the Harvest API key to Workato. This key allows Workato to access your Greenhouse Recruiting instance.
Authentication using API token credentials.
|Connection name||Provide a unique name that identifies which Greenhouse Recruiting instance it is connected to.|
|API key||The API token credential. Learn how to create an API key above.|
|User email||The user email this API token is generated from.|
|Environment||Choose between sandbox and production Greenhouse Recruiting environments for this connection.|
Use Greenhouse Recruiting / Workato integration
Workato has many automation workflows available to use once the integration has been enabled. To view the different connectors that are available and how to use them, check Workato's Connector guide here.