Track Candidates Application Progress Using Pabbly Connect with Trello and Recruitee

Learn how to track candidates’ application progress by integrating Recruitee with Trello using Pabbly Connect. Follow our step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start tracking candidates’ application progress using Pabbly Connect, first, visit the Pabbly Connect website. Type in ‘Pabbly.com/connect’ in your browser to access the platform. If you already have an account, simply sign in; otherwise, you can sign up for free and get 100 free tasks each month.

Once logged in, navigate to the dashboard and click on ‘Access Now’ for Pabbly Connect. This will take you to the workflow creation interface where you can set up the integration between Recruitee and Trello.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow to connect Recruitee and Trello. Click on the ‘Create Workflow’ button and name it something like ‘Recruitee to Trello’. This name will help you identify the workflow later. using Pabbly Connect

Next, you will see two sections: Trigger and Action. For the Trigger, select ‘Recruitee’ as the application and choose the event ‘Candidate Created’. This means that every time a new candidate applies through Recruitee, it will trigger the workflow.

• Select ‘Recruitee’ as the trigger application.
• Choose ‘Candidate Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After this, follow the instructions in Recruitee to connect it with Pabbly Connect using the copied webhook URL. This step is crucial for the integration to work smoothly.

3. Configuring the Webhook in Recruitee

To configure the webhook in Recruitee, go to the settings, then navigate to ‘Apps and Plugins’ and select ‘Webhooks’. Here, create a new webhook by pasting the URL copied from Pabbly Connect. Name the webhook appropriately, such as ‘Recruitee to Trello’.

Set the event to ‘Candidate Created’ and click on ‘Verify and Create’. This will establish a connection between Recruitee and Pabbly Connect. After verifying, you can test the webhook by adding a new candidate in Recruitee.

• Go to Recruitee settings and find ‘Webhooks’.
• Create a new webhook and paste the Pabbly Connect URL.
• Select ‘Candidate Created’ as the event and save.

After adding a candidate, return to Pabbly Connect to check if the data has been captured correctly.

4. Setting Up the Trello Integration in Pabbly Connect

Now that your Recruitee is connected, it’s time to set up Trello in Pabbly Connect. In the Action section, select Trello and choose the action event ‘Create Card’. This action will create a new Trello card every time a candidate is added in Recruitee.

To connect Trello, you will need your API key, username, and token. Retrieve these from your Trello account. Once you have these, input them into Pabbly Connect to establish the connection. Select the board you want the cards to be created in.

Choose ‘Create Card’ as the action in Trello. Input your Trello API key, username, and token. Select the board and list where the card should appear.

After setting this up, you can define the card’s title and description using the candidate’s information from Recruitee. This mapping is essential for the automation to work correctly.

5. Testing the Integration and Finalizing

With both Recruitee and Trello configured, it’s time to test the integration. Add a new candidate in Recruitee and check if a new card appears in Trello. The card should contain all relevant details such as the candidate’s name, email, and the position they applied for.

If the card appears correctly, your integration is successful! This automation allows you to track candidates’ application progress efficiently using Pabbly Connect. You can repeat this process for additional candidates to ensure everything is functioning as expected.

Add a candidate in Recruitee to trigger the integration. Check Trello for the newly created card. Verify that all details are correctly mapped.

This integration can significantly enhance your recruitment process by automating the tracking of candidates’ applications.

Conclusion

By using Pabbly Connect, you can seamlessly integrate Recruitee with Trello, allowing you to track candidates’ application progress efficiently. This automation saves time and enhances your recruitment workflow.