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Workflow Automations -Send Teams channel announcement messages for newly placed candidates in Recruit CRM

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

Written by Likhitha Satya Maansi Rudra

This recipe automates the process of notifying a Microsoft Teams channel when a candidate's hiring stage is updated to "Placed" in Recruit CRM. If the update fails, an error message is raised with details about the error.

Apps that are required to be connected for 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.

📋 Overview of each step in the Recipe

1. Trigger: New Candidate stage updated in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a candidate stage is updated in Recruit CRM.

2. Actions:

  • Monitor step:

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

  • IF Condition:

    If the Hiring stage equals Placed.

  • 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.

Hope this helps!😊

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