Streamline the invoicing process by generating invoices automatically when a new placement happens in Recruit CRM, saving time and ensuring accuracy in financial records after a successful placement.
🔗 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.
![Screen Recording 2025-05-04 at 6.48.38 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/t8m01b3j/1580239132/d37347477a4e23ab1ea16bd576eb/ezgif-8217423ec47417.gif?expires=1790081100&signature=e7706aa60257fa68f79d256a3a17ceed189091143f5701878fd27e6f55ad2618&req=dSUvFst9lIBcW%2FMW1HO4zf3sll1KIMP9rCVBf7gBXFyDxoazyGK%2BIan1ANgx%0A79yv7cOn4fusGhf7%2BT0%3D%0A)
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Xero 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 Xero app and connect it by selecting it
![Screen Recording 2025-06-13 at 2.52.31 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/t8m01b3j/1580240244/bb28f9ef018ae7650f1716a506f5/ezgif-61f3894ab2c5d6.gif?expires=1790081100&signature=541d37b30dbd278776c7f248a59cecb101e071fe35fe05cc3074909a8ba33371&req=dSUvFst6nYNbXfMW1HO4zeNaLIc3w20yRBQSzOJF3J4cCbJLCP7egTwhLdu4%0AWc1X1zzN7bqBSiIHbZE%3D%0A)
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your QuickBooks 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 QuickBooks app and connect it by selecting it
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Sellsy 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 Sellsy app and connect it by selecting it
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 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 deal stage is Won:
If yes, it continues to the next step, which is to create an invoice according to the requirements in the app of your choice (Xero/QuickBooks/Sellsy).
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.
Hope this helps!😊