
Overviews
How it works?
Sync new candidates to your CRM
When a candidate applies through Workable, their information is automatically added to your CRM system. This ensures your sales or client success teams have visibility into potential hires who might also be prospects or partners.
Schedule interviews across calendars
Automatically create calendar events for interviews when candidates move to the interview stage in Workable. The system coordinates availability across multiple team members and sends invitations to all participants without manual scheduling.
Update candidate status from email responses
Track candidate engagement by updating their status in Workable based on email interactions. When candidates respond to outreach or interview invitations, their progress through the hiring pipeline is reflected instantly.
Create onboarding tasks for accepted offers
When a candidate accepts an offer in Workable, trigger the creation of onboarding checklists in your project management tools. This ensures new hires have equipment, access, and documentation ready before their start date.
Generate hiring reports in spreadsheets
Export recruitment metrics from Workable to Google Sheets or Excel at regular intervals. These reports provide insights into time-to-hire, source effectiveness, and pipeline health for stakeholder reviews.
Notify hiring managers of new applications
Send instant notifications through Slack or Microsoft Teams when candidates apply for specific positions in Workable. Hiring managers can review applications promptly and maintain momentum in the recruiting process.
Archive rejected candidates in document storage
Move rejected candidate information from Workable to secure document storage systems for compliance and future reference. This maintains organized records while keeping your active pipeline focused on current opportunities.
Trigger background checks at offer stage
Initiate background verification processes when candidates reach the offer stage in Workable. Integration with screening services ensures compliance checks begin immediately without manual intervention.

Configure
Build
Streamlined candidate communication workflow
Build an automation that sends personalized follow-up emails through your email platform when candidates reach specific stages in Workable. Include interview feedback forms, next steps information, or rejection notices based on their status, ensuring consistent and timely communication throughout the hiring journey.
Recruitment analytics dashboard
Create a workflow that pulls hiring data from Workable and combines it with budget information from your finance tools to generate comprehensive recruitment dashboards. Track cost-per-hire, source ROI, and departmental hiring progress in real-time visualization tools.
Automated reference checking system
Design an automation that requests references from candidates when they advance to final rounds in Workable. The system sends reference request forms, collects responses, and compiles feedback into organized reports for hiring managers to review before making offers.
“You can’t do this anywhere else.”



















































Your stack,
connected.

