Workflow Automation - Triggers & Actions in Recruit CRM | Recruit CRM

⚡️ Triggers

Triggers are events that start a workflow. Once the selected event is executed in Recruit CRM, your recipe begins running and executes the next set of actions defined in the recipe.

Below are all the triggers currently available with the Recruit CRM app connector in the Workflow Automation:

Table 1: Real-Time Trigger

*Trigger Type*	*Description*	*Event Types Included*
New Event (Real-time)	Triggers instantly when a new event occurs in Recruit CRM.	• Candidate Assigned • Candidate Unassigned • Candidate Pitched To Contact • Candidate Pitch Updated • Candidate Created • Candidate Deleted • Contact Deleted • Company Deleted • Job Deleted • Deal Deleted • Candidate Created from Talent Pool • Candidate Updated • Candidate Updated from External Profile • Candidate Profile Update Requested • Applied for Job from External Form • Candidate Hiring Stage Updated • Client Feedback Received • Contact Created • Contact Updated • Company Created • Company Updated • Job Created • Job Updated • Job Status Updated • Deal Created • Deal Updated • Deal Stage Updated • Meeting Created • Meeting Updated • Meeting Deleted • Task Created • Task Updated • Note Created • Note Updated • Call Log Created • Call Log Updated • File Uploaded • Hotlist Record Added • Hotlist Record Removed • Hotlist Created • Hotlist Updated • Set Opt Out – Candidate • Set Opt Out – Contact • Set Opt In – Candidate • Set Opt In – Contact • Candidate Enrolled in Sequence • Candidate Unenrolled from Sequence • Contact Enrolled in Sequence • Contact Unenrolled from Sequence • Candidate Off-Limits Status Updated • Contact Off-Limits Status Updated • Company Off-Limits Status Updated • Remove Candidate from Off-Limits • Remove Contact from Off-Limits • Remove Company from Off-Limits • KPI Target Achieved

Table 2: Polling Triggers

*Trigger Type*	*Description*	*Event Types Included*
New Event	Triggers at polling intervals when a new event occurs in Recruit CRM.	• Candidate Hiring Stage Updated • Candidate Assigned • Candidate Unassigned • Client Feedback Received • Candidate Created Through Job Page • Candidate Created Through Talent Pool • Candidate Updated Through External Profile Update • Candidate Record Mark As Off Limit • Contact Record Mark As Off Limit • Company Record Mark As Off Limit • Candidate Pitched To Contact • Candidate Enrolled in Sequence • Contact Enrolled in Sequence • Remove Candidate from Off-limit • Remove Contact from Off-limit • Remove Company from Off-limit
New Record	Polls Recruit CRM for newly created records.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call Log • Hotlist
New/Updated Record	Polls Recruit CRM for newly created or updated records.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call Log • Hotlist
Updated Record	Polls Recruit CRM for updated records only.	• Candidate • Contact • Company • Deal • Task • Meeting • Note • Call Log • Hotlist

Table 3: Batch Triggers

Trigger Type	*Description*	Event Types Included
New Event (Batch)	Triggers in batches when new events occur in Recruit CRM.	• Candidate Hiring Stage Updated • Candidate Assigned • Candidate Unassigned • Client Feedback Received • Candidate Created Through Job Page • Candidate Created Through Talent Pool • Candidate Updated Through External Profile Update • Candidate Record Mark As Off Limit • Contact Record Mark As Off Limit • Company Record Mark As Off Limit • Candidate Pitched To Contact • Candidate Enrolled in Sequence • Contact Enrolled in Sequence • Remove Candidate from Off-limit • Remove Contact from Off-limit • Remove Company from Off-limit
New Record (Batch)	Fetches newly created records in batches.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call Log • Hotlist
New/Updated Record (Batch)	Fetches newly created or updated records in batches.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call Log • Hotlist
Updated Record (Batch)	Fetches only updated records in Recruit CRM in batches.	• Candidate • Contact • Company • Deal • Task • Meeting • Note • Call Log • Hotlist

🔁 Actions

Actions are tasks that are performed after a trigger event is achieved. These let you automatically create, update, or search records within Recruit CRM.

Below are all the actions available with the Recruit CRM app connector in the Workflow Automation:

Table 1: Individual Actions

Action Name	*Description*	Associated Entities
Create Record	Creates a new record.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Update Record	Updates an existing record.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Delete Record	Deletes a specific record.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Get Record Details	Retrieves detailed information for individual record.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
List Records	Lists all records with pagination.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Search Records	Searches based on different parameters.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist • Enrollment • User
Upload File	Uploads a file to a record.	• Candidate • Company • Contact • Job • Deal
Get Files	Gets all files attached to a record.	• Candidate • Company • Contact • Job • Deal
Assign Candidate	Assigns a candidate to a job.	• Candidate • Job
Unassign Candidate	Removes a candidate from a job.	• Candidate • Job
Pitch Candidate to Contact	Mark the candidate as Pitched to the contact	• Candidate • Contact
Update Pitch Stage	Updates a pitch stage.	• Candidate • Contact
Update Candidate Hiring Stage	Updates a candidate’s hiring stage.	• Candidate • Job
Hiring Stage of Candidate for Job	Updates hiring stage for a specific job.	• Candidate • Job
Update Candidate Visibility	Changes candidate visibility.	• Candidate • Job
Enroll in Sequence	Enrolls a record in a sequence.	• Candidate • Contact
Unenroll from Sequence	Removes a record from a sequence.	• Candidate • Contact
Update Opted-Out Status	Updates opt-in or opt-out status.	• Candidate • Contact
Request Updated Profile	Retrieves a profile update request URL	• Candidate
Mark Record as Off-limits	Marks a record off-limits.	• Candidate • Contact • Company
Remove Records from Off-limits	Removes off-limit status.	• Candidate • Contact • Company
Add Records to Hotlist	Adds a record to a hotlist.	• Candidate • Company • Contact • Job
Remove Records from Hotlist	Removes a record from a hotlist.	• Candidate • Company • Contact • Job

Table 2: Batch Actions

Batch Action Name	*Description*	Associated Entities
Create Records V2 (Batch)	Creates multiple records at once. Using V2 supports up to 100 records per batch.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Update Records V2 (Batch)	Updates multiple records at once. Using V2 supports up to 100 records per batch.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Create Records (Batch)	Creates multiple records at once (standard version).	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Update Records (Batch)	Updates multiple records at once (standard version).	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Upsert Records (Batch)	Creates or updates multiple records.	• Candidate • Contact • Company • Job • Deal
Delete Records (Batch)	Deletes multiple records at once.	• Candidate • Contact • Company • Job • Deal • Task • Meeting • Note • Call log • Hotlist
Assign Candidate (Batch)	Assigns multiple candidates to a job.	• Candidate • Job
Update Candidate Hiring Stage (Batch)	Updates hiring stages in bulk.	• Candidate • Job
Add Records to Hotlist (Batch)	Add records in bulk to a hotlist.	• Candidate • Company • Contact • Job
Remove Records from Off-limits (Batch)	Removes off-limit status for records in bulk.	• Candidate • Contact • Company
Remove Records from Hotlist (Batch)	Removes bulk records from hotlists	• Candidate • Company • Contact • Job

Note:

You can also build your own Recruit CRM action within the recruit crm connector using a custom request:

Recruit CRM API documentation

Hope this helps!