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Workflow Automation- Send channel messages in Microsoft Teams for new Recruit CRM jobs/when new candidates apply through job pages in Recruit CRM

This article will guide you on how to connect the apps used in the automations and provide an overview of each step involved in the recipes.

Written by Likhitha Satya Maansi Rudra

Ensure that your team is always updated by sending automatic notifications to Microsoft Teams whenever new jobs are added and when new candidates apply through job pages in Recruit CRM.

This automation also keeps all relevant team members informed in real time and reduces manual communication.

Apps that are required to be connected for both the recipes

1. Recruit CRM

2.Workbot for Microsoft Teams

🔗 How to connect your Recruit CRM app in Workflow Automation

1. Navigate to Admin Settings >>> Workflow Automation & Integrations.

2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.

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Once the app is successfully connected, you will be able to see a message as 'Connection Established'.

🔗 How to connect your Workbot for Microsoft Teams app in Workflow Automation

1. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

2. Use the search bar to search for the 'Workbot for Microsoft Teams' app and connect it by selecting it and allowing the required permissions.

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Once all the required apps are connected, you can select the connected account inside the related steps of the recipe from here (for new jobs created recipe) and from here (for when candidates apply for a job recipe).

📋 Overview of each step in the Recipe for new jobs created

1. Trigger: New Job Created in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a job is created in Recruit CRM.

2. Actions:

  • Monitor step:

    It helps in monitoring the following actions for errors. This makes the automation more reliable..

  • Post Message:

    Post a channel message via the Teams workbot

  • Error Handler:

    If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

📋 Overview of each step in the Recipe when a candidate applies to a job

1. Trigger: Candidate applied for a job through the job pages in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a candidate applies for a job through the job pages in Recruit CRM.

2. Actions:

  • Monitor step:

    It helps in monitoring the following actions for errors. This makes the automation more reliable.

  • Post Message:

    Posts a message when a candidate applies to a job.

  • Error Handler:

    If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

Hope this helps!😊


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