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Make integration

Make is a visual platform for building, automating, and orchestrating workflows - from simple tasks to complex, AI-powered business processes - without writing code. With Make's drag-and-drop scenario builder, teams connect Greenhouse Recruiting with hundreds of other apps and services to automate their recruiting operations end to end.

Make's integration with Greenhouse Recruiting allows users to watch applications, candidates, jobs, job posts, and offers in real time; search and retrieve recruiting data; create and update candidates and prospects; add applications, notes, and attachments; list approval flows; and perform custom Harvest API calls - all as building blocks in automated Make scenarios.

In this article

Configure the Make integration

Prerequisite

The Greenhouse Recruiting app is available on the Make Enterprise plan.

The Make integration connects to Greenhouse Recruiting using OAuth 2.0 (Greenhouse Harvest API V3). The Greenhouse Recruiting account that sets up the integration must have Developer permissions in Greenhouse Recruiting.

Create the connection in Make

Log in to your Make account, add a Greenhouse Recruiting module to your scenario, and click Create a connection. Note: if you add a module with an Instant tag, you will first be prompted to create a webhook — click Create a webhook > Create a connection.

Optional: in the Connection name field, enter a name for the connection.

Optional: switch on Advanced settings to use your own Greenhouse Recruiting client credentials. For more information on how to obtain your credentials, refer to the Greenhouse Recruiting Authentication page.

Click Save.

If prompted, authenticate your Greenhouse Recruiting account and confirm access. To activate the integration with an Integration System User (ISU), follow the steps in Connect to Harvest v3 partner integrations.

Choose a module.

Selecting a Greenhouse Recruiting module in a Make scenario

Create a connection, and name your connection.

Creating and naming a connection to Greenhouse Recruiting in Make

Connect to your Greenhouse account.

Connecting to a Greenhouse Recruiting account in Make

Approve all scopes and click Authorize.

Approving scopes and authorizing the Greenhouse Recruiting connection in Make

You have successfully established the connection. You can now add more Greenhouse Recruiting modules to your scenarios. If your connection requires reauthorization at any point, repeat the steps above.

Data the integration adds or edits in Greenhouse Recruiting

The integration only writes to Greenhouse Recruiting when a user adds one of the following action modules to a scenario, and only to the fields the user configures in that module:

  • Create a candidate / Create a prospect - creates a new candidate or prospect record with the fields provided in the module, such as name, company, title, contact details (email addresses, phone numbers, addresses, websites, social media), tags, custom fields, recruiter/coordinator, and attachments (e.g., resume).
  • Update a candidate - updates the same profile fields on an existing candidate, identified by candidate ID.
  • Add application to candidate / Add application to prospect - creates a new application for an existing candidate or prospect (job, source, referrer, initial stage).
  • Add a candidate note - adds a note to a candidate's activity feed.
  • Add attachment to candidate / Add attachment to application - uploads a file (e.g., resume, cover letter, or other document) to a candidate, prospect, or application.

All other modules (Watch, Search, Get, and List modules) are read-only and do not modify customer data.

Make does not maintain a fixed, one-to-one field mapping between systems. Each Greenhouse Recruiting module exposes the fields of the corresponding Harvest API endpoint, and users decide how data flows by visually mapping fields between modules when they configure each scenario in Make.

Use the Make integration

Once the connection is established, Greenhouse Recruiting modules can be used as triggers and actions in any Make scenario. To use the integration, create a scenario, add a Greenhouse Recruiting module, select your connection, configure the module's fields, and map data to or from the other apps in the scenario.

Available modules

  • Triggers (instant): Watch applications; Watch candidates; Watch jobs; Watch job posts; Watch offers. These trigger a scenario in real time via a webhook when the corresponding record is created, updated, approved, or deleted in Greenhouse Recruiting.
  • Application: Search applications; Add application to prospect; Add application to candidate; Add attachment to application.
  • Candidate: Search candidates; Create a prospect; Create a candidate; Update a candidate; Add a candidate note; Add attachment to candidate.
  • Job: Search jobs; Search job posts; List approval flows; Get a job; Get a job post.
  • Other: Make a Harvest API call - performs an arbitrary authorized Harvest API call for use cases not covered by the modules above.

List of available Greenhouse Recruiting modules in Make

Make scenario screen showing Greenhouse Recruiting module configuration

Make scenario screen showing Greenhouse Recruiting module configuration

Make scenario screen showing Greenhouse Recruiting module configuration

Make scenario screen showing Greenhouse Recruiting module configuration

Example: log assessment or background check results on a candidate in Greenhouse Recruiting

  • Prepare a Google Sheet where each new row is one result — for example: completed date, candidate name, candidate email, assessment name, score, result, and a link to the report.
  • Create a new scenario in Make and add the Google Sheets Watch new rows module as the trigger, then select your spreadsheet and sheet.
  • Add the Greenhouse Recruiting Search candidates module, select your connection, and configure it to find the candidate by the email address from the new row.
  • Add a router with two routes, with a filter on each route checking whether Search candidates returned a match.
  • On the "candidate found" route, add the Greenhouse Recruiting Add a candidate note module and map the result details from the row (for example, assessment name, score, and result) to the note, using the returned candidate ID.
  • On the "candidate not found" route, add the Greenhouse Recruiting Create a candidate module to create the candidate from the row data (for example, name and email address), then add the Add a candidate note module as in the previous step.
  • Optional: add the Greenhouse Recruiting Add attachment to candidate module on either route to upload the full report (for example, a PDF) to the candidate's profile.
  • Save and turn on the scenario. Each time a new row is added to the sheet, Make records the result on the right candidate in Greenhouse Recruiting — creating the candidate first if they don't exist yet.

Make scenario for logging assessment results to a Greenhouse Recruiting candidate

Example: act on new Greenhouse Recruiting applications in real time

  • Create a new scenario and add the Greenhouse Recruiting Watch applications module. Follow the prompts to create a webhook and select your connection.
  • Add follow-up modules for the actions you want to automate (for example, send a Slack message to the hiring team or add a row to a spreadsheet).
  • Save and turn on the scenario. It runs automatically whenever an application is created, updated, approved, or deleted in Greenhouse Recruiting.

Additional resources

For additional information not covered here, reach out via production@make.com or h.leova@make.com.

Common errors

  • Forbidden: You do not have access to that record. — the account or Integration System User (ISU) authorized for the connection is missing a permission required by the module. Update the permissions in Greenhouse Recruiting and reauthorize the connection.