Integrate Recruitee with Asana Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Recruitee with Asana using Pabbly Connect to streamline your recruitment process. Follow this detailed tutorial for a seamless setup. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Recruitee with Asana, you need to access Pabbly Connect. Begin by typing Pabbly.com/sl/connect into your browser’s address bar. This will redirect you to the Pabbly Connect homepage, where you can either sign in or create a new account.

If you’re new, signing up is free and grants you 100 free tasks monthly. Once logged in, you’ll be taken to your dashboard, where you can create a new workflow specifically for connecting Recruitee and Asana.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create New Workflow’ button. Name your workflow something descriptive, like ‘Recruitee to Asana Integration’. This helps in identifying the workflow later.

Next, you will see two main sections: Trigger and Action. The Trigger is where the event starts, and the Action is what happens in response. For our integration, the Trigger will be set to ‘Candidate is Created’ in Recruitee.

• Click on the Trigger section and select Recruitee.
• Choose the event ‘Candidate is Created’.
• Follow the prompts to connect your Recruitee account via the provided webhook URL.

Once connected, you will be able to receive responses in Pabbly Connect whenever a new candidate applies.

3. Connecting Recruitee to Asana through Pabbly Connect

With the Trigger set, it’s time to set up the Action in Pabbly Connect. Click on the Action section and select Asana as the application. Choose the action event ‘Create a Task’ to automate task creation in Asana whenever a new candidate is added in Recruitee.

Connect your Asana account by following the authorization process. Once connected, you will need to specify the workspace and other task details. For instance, set the task name to include the candidate’s name, such as ‘New candidate: John Warrior’. You can also include notes and details as needed.

• Select the workspace for your Asana account.
• Map the candidate’s details to the task fields in Asana.
• Specify the assignee for the task, like Ryan Glasgow.

After mapping all the necessary fields, you can test the workflow to ensure everything is working properly.

4. Testing the Automation in Pabbly Connect

After setting up the workflow, it’s crucial to test the integration. You can do this by manually adding a candidate in Recruitee. For example, add John Warrior as a new candidate for a senior marketer position.

Once you add the candidate, check Pabbly Connect to see if a new task has been created in Asana. The task should reflect the candidate’s details, including the name, email, and job position. This confirms that the automation is functioning correctly and that tasks are being assigned as intended.

To verify, navigate to your Asana workspace and check if the task appears with the correct details. If it does, your integration is successful!

5. Conclusion: Streamlining Recruitment with Pabbly Connect

In this tutorial, we demonstrated how to integrate Recruitee with Asana using Pabbly Connect. This integration allows you to automate the assignment of tasks for new job applications, enhancing your recruitment process.

By following the steps outlined, you can ensure that every new candidate is automatically assigned to the relevant team member, like Ryan Glasgow, making your hiring process more efficient. Start using Pabbly Connect today to streamline your workflows and save time!