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Workflow Automation: Auto-create deals in Recruit CRM for placed candidates

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

Written by Sanjana Panigrahi

With this recipe, deals can get automatically created in Recruit CRM whenever a candidate is moved to the "Placed" stage.

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.

Screen Recording 2025-05-04 at 6.48.38 PM.mov [video-to-gif output image]

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


📋 Overview of each step in the Recipe


1. Trigger: New candidate hiring stage updated in Recruit CRM:

This is the starting point of the automation. It gets triggered whenever a candidate hiring 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:

    Checks whether the updated hiring stage is Placed:

    • If yes, it continues to the next step, which is to create a deal & associate candidate, contact, company, & job, and all custom fields as well.

    • If no, then no further action is taken.

  • 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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