This recipe will help to automatically create Recruit CRM companies, contacts, and jobs when new entries appear in Cognito Forms.
🔗 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.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Cognito Forms account 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 Cognito Forms app and connect it by selecting it and then entering the API Key.
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 updating candidate profiles from new Google Forms responses
1. Trigger: New Event received by Form in Cognito Forms
This is the starting point of the automation. It gets triggered whenever there is a new form entry via webhook in Cognito Forms.
2. Actions:
Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
Create Company in Recruit CRM:
This will create a new company record in your Recruit CRM database.
Create Contact in Recruit CRM:
This will create a new company record in your Recruit CRM database.
Create Job in Recruit CRM:
This will create a new company record in your Recruit CRM database.
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 :)