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[$150] JobCandidate to RecruitCRM Zapier Integration #8

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maxceem opened this issue Jan 7, 2021 · 6 comments
Closed

[$150] JobCandidate to RecruitCRM Zapier Integration #8

maxceem opened this issue Jan 7, 2021 · 6 comments

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@maxceem
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maxceem commented Jan 7, 2021

When a TaaS app updates a Job candidates either ‘shortlist’ or ‘rejected’ it has to be pushed to Recruit CRM app.

@imcaizheng
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PR created #10

@imcaizheng
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imcaizheng commented Jan 8, 2021

Recruit CRM Setup

By default candidates in RecruitCRM doesn't have the "Shortlist" stage, but RecruitCRM allows us to create a customized one.

We could create a new stage and name it "Shortlist" on https://app.recruitcrm.io/hiring-pipeline

Zapier Setup

Setup Catch Hook

Setup a Trigger

Screenshot_2021-01-08 Edit a Step Zapier
Screenshot_2021-01-08 Edit a Step Zapier(1)
Screenshot_2021-01-08 Edit a Step Zapier(2)

Test The Trigger

Run the following to send a sample request to the webook url:

curl -X POST <the webook url> -H 'Content-Type: application/json' \
-d '{
  "type":"jobcandidate:update",
  "status":"shortlist",
  "jobCandidateSlug":"3566956952",
  "jobSlug":"17225514"
}'

Screenshot_2021-01-08 Edit a Step Zapier(3)

Setup Path

Create Path

Screenshot_2021-01-08 Edit a Step Zapier(4)

Setup Path for "shortlist" Status

Screenshot_2021-01-08 Edit a Step Zapier(5)
Screenshot_2021-01-08 Edit a Step Zapier(6)

Setup Updating Candidate Status To "shortlist"

Screenshot_2021-01-08 Edit a Step Zapier(8)
Screenshot_2021-01-08 Edit a Step Zapier(9)
Screenshot_2021-01-08 Edit a Step Zapier(10)
Screenshot_2021-01-08 Edit Step Zapier
Screenshot_2021-01-08 Edit a Step Zapier(11)

Setup Path for "rejected" Status

Screenshot_2021-01-08 Edit a Step Zapier(12)
Screenshot_2021-01-08 Edit a Step Zapier(13)

Setup Updating Candidate Status To "rejected"

Screenshot_2021-01-08 Edit a Step Zapier(14)
Screenshot_2021-01-08 Edit a Step Zapier(15)
Screenshot_2021-01-08 Edit a Step Zapier(16)
Screenshot_2021-01-08 Edit Step Zapier(1)
Screenshot_2021-01-08 Edit a Step Zapier(17)

Verification

Preparation

  • Run the Zap created previously.
  • Create a job in RecruitCRM and assign a candidate to it. Write down the slug of the job and the slug of the candidate.
  • Deploy taas-api and taas-es-processor. Note that before running tass-es-processor you have to configure the following env:
    export ZAPIER_JOB_CANDIDATE_SWITCH=ON
    export ZAPIER_JOB_CANDIDATE_WEBHOOK=<the webook url you created previously>
  • Create a new job via POST /jobs and update the externalId property of the job with the slug of the RecruitCRM job.
  • Create a new jobCandidate for the job via POST /jobCandidates and update the externalId property of the candidate with the slug of the RecruitCRM candidate.

Candidate Being shortlist

  • Update the status of the candidate to shortlist via PATCH /jobCandidates/:jobCandidateId

  • Go to https://zapier.com/app/history/usage to see if the zap accepted a request and successfully updated the candidate status in RecruitCRM.

    Below is an example log:
    Screenshot_2021-01-08 Zapier The easiest way to automate your work
    Screenshot_2021-01-08 Zapier The easiest way to automate your work(3)

Candidate Being rejected

  • Update the status of the candidate to rejected via PATCH /jobCandidates/:jobCandidateId

  • Go to https://zapier.com/app/history/usage to see if the zap accepted a new request and successfully updated the candidate status in RecruitCRM.

    Below is an example log:
    Screenshot_2021-01-08 Zapier The easiest way to automate your work(1)
    Screenshot_2021-01-08 Zapier The easiest way to automate your work(2)

@imcaizheng
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@maxceem Ready for Review.

@maxceem
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maxceem commented Jan 21, 2021

Contest https://www.topcoder.com/challenges/30163067 has been created for this ticket.

This is an automated message for maxceem via Topcoder X

@maxceem
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maxceem commented Jan 21, 2021

Contest https://www.topcoder.com/challenges/30163067 has been updated - it has been assigned to aaron2017.

This is an automated message for maxceem via Topcoder X

@maxceem
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maxceem commented Jan 21, 2021

Payment task has been updated: https://software.topcoder.com/review/actions/ViewProjectDetails?pid=30163067

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