8 articles
How to connect your calendar, what gets synced automatically, and video meeting creation.
4 min readEvery PlacementFlow integration on one page — mailbox and calendar, video, recording, e-sign, invoicing, reference checks, ATS options, and the API.
4 min readSend an accepted offer as a formal offer letter for electronic signature through PandaDoc, and follow it until the candidate signs.
3 min readAutomate reference checks from placements using Xref integration -- setup, initiation, tracking, and reports.
3 min readSend candidates, shortlists, submissions and placements from PlacementFlow into your CRM, ATS or a spreadsheet: set up the Zapier app step by step, pick the right events, and meet the consent and erasure duties that come with the data.
18 min readPut shortlisted candidates, submissions and erasure requests into Bullhorn with the PlacementFlow Zapier app and Bullhorn's own Zapier connector.
6 min readCreate or update Atlas people and file a screening note when a candidate is shortlisted, using the PlacementFlow Zapier app and a Code by Zapier step that calls Atlas's API.
8 min readLog every shortlisted candidate (or every submission) in a Google Sheet with the PlacementFlow Zapier app, and delete the rows automatically when the candidate is erased.
8 min read