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Workflow Automation- Send Twilio SMS messages when new candidates apply through job pages in Recruit CRM

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

Written by Sanjana Panigrahi

Want to instantly send a message to candidates after they apply on your job page?

With this automation, you can send a custom SMS (like a “Thank you for applying” message) using Twilio, right when someone applies via your Recruit CRM job page.

Apps that are required to be connected for the recipe:



🔗 How to connect your Recruit CRM app in Workflow Automation


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 Twilio Account in Workflow Automation


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 Twilio, and connect it by selecting it and entering the SID and Auth token.

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


📋 Overview of each step in the Recipe for sending Twilio SMS messages


1. Trigger: New candidate Applied from External form in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a candidate applies from an external form in Recruit CRM.

2. Actions:

  • Monitor step:

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

  • IF Condition:

    Checks whether the candidate's contact number is present, and :

    • If yes, it continues to the next step, which is sending a Twilio SMS from the sender's contact number.

    • If no, then there's no need to do anything else.

  • 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.

That's it! I hope this helps.

Feel free to reach out if you have any questions or run into any errors! Happy recruiting :)


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