Plumsail Documents + Recruit CRM Integrations
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Call Log Added
Triggers when a new call log is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Assigned
Triggers when a candidate is assigned to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Updated
Triggers when a new candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Added
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Added to Hotlist
Triggers when a new record is added to hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Added
Triggers when a new job is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Added
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
First name of candidate. Ex. John
Last Name
Last name of candidate. Ex. Corner
Email
Email of candidate. Ex. johncorner@gmail.com
Phone
Contact number of candidate. Ex. +11223654341
Gender
Gender ID of the candidate. IDs 'Mapping: 0 => Unknown, 1 => Male, 2 => Female
Educational Qualification ID
Qualification ID of the candidate.
Educational Specialization
Specialization of the candidate. Ex. Computer Science
Total Experience (Years)
Total Work Experience in Years of the candidate.
Date of Birth
Date of Birth for the candidate.
Profile Updated On
Profile Updated By Candidate On.
Current Salary
Current Salary of the candidate.
Salary Expectation
Salary Expectation of the candidate.
Willing to Relocate
Willing to Relocate of the candidate. Values. 1 => Yes, 0 => No
Current Organization
Current organization of the candidate
Current Employment Status
Current Employment Status of the candidate
Notice Period (Days)
Notice period in days of the candidate
Currency ID
Currency ID of the candidate
Facebook Profile URL
Facebook Profile URL of the candidate
Twitter Profile URL
Twitter Profile URL of the candidate
LinkedIn Profile URL
LinkedIn Profile URL of the candidate
Github Profile URL
GitHub Profile URL of the candidate
Xing Profile URL
Xing Profile URL of the candidate
City
Locality
Locality of candidate
Full Address
Relevant Experience (Years)
Relevant experience of candidate
Title
Position/Title of the candidate
Available From
Available From Date of the candidate in UNIX timestamp
Salary Type ID
Salary type ID of the candidate. Salary 'Types': 1 => Monthly Salary, 2 => Annual Salary, 3 => Weekly Salary, 4 => Daily Salary, 5 => Hourly Salary
Source
Source of the candidate.
Language Skills
Language skills of candidate
Skill
Comma Separated string of candidate skills. Ex. PHP, MySql, ReactJS
Resume
Resume file of the candidate
Avatar
Avatar file of the candidate
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Title
Email
Phone
StageRequired
Company Slug
City
Locality
Full Address
Linkedin Profile URL
Twitter Profile URL
Facebook Profile URL
Xing Profile URL
Avatar
Avatar file of the contact
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist nameRequired
Name of Hotlist
Related EntityRequired
Associated Entity's Name. i.e. candidate/ company/ contact/ job
ShareRequired
Share with Team. IDs Mapping: 0 => No, 1 => Yes
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Title of task. Ex. Follow up call for interview
Description
Description of task. Ex. Make follow call to candidate for interview
Address
Address of meeting. Ex. Zoom Meeting
ReminderRequired
Reminder ID of the task. IDs 'Mapping: -1 => No Reminder, 0 => 0 Min Before, 15 => 15 Min Before, 30 => 30 Min Before, 60 => 1 Hour Before, 1440 => 1 Day Before
Starting OnRequired
Start Date and time of task.
End TimeRequired
End Date and time of task.
Related To
Slug to link meeting with company,contact,candidate or job.
Related To Type
Specify any one of company,contact,candidate or job
Attendee Users
Slug of user who will be attending the meeting.
Attendee Contacts
Slug of contact who will be attending the meeting.
Attendee Candidates
Slug of candidates who will be attending the meeting.
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Title of task. Ex. Follow up call for interview
Description
Description of task. Ex. Make follow call to candidate for interview
ReminderRequired
Reminder ID of the task. IDs 'Mapping: -1 => No Reminder, 0 => 0 Min Before, 15 => 15 Min Before, 30 => 30 Min Before, 60 => 1 Hour Before, 1440 => 1 Day Before
StartingRequired
Start Date and time of task.
Collaborators
Collaborator slug of task
Related To
Slug to link task with company,contact,candidate or job.
Related To Type
Specify any one of company,contact,candidate or job
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Status IDRequired
Hiring Status ID of the candidate.
Remark
Stage Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Direction
Find the Call Logs with Call Direction.
Associated entity's slugRequired
Find the Call Logs with related entity's slug.
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Specify Name of related entity.
Call Started From Date
Find the Call Logs with Call Started date.
Call Started To Date
Find the Call Logs with Call Started date.
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Find the Companies with this name.
Company Slug
Find the Companies with this slug.
Exact Search
Will only search for companies with exact name
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Name
Find the Deals with name.
Deal Stage
Find the Deals with stage.
Company Name
Find the Deals with company.
Owner Name
Find the Deals with owner name.
Closing From Date
Find the Deals with deal closing date.
Closing To Date
Find the Deals with deal closing date.
Added From Date
Find the Deals with deal added date.
Added To Date
Find the Deals with deal added date.
Deal Slug
Find the Deals with this slug.
Exact Search
Will only search for deals with exact deal name, company name
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appJob title
Title of the job.
Company Name
Name of the company.
Job Slug
Slug of the job
Exact Search
Will only search for jobs with exact job title and company name
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's slugRequired
Find the Notes with related entity's slug.
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Specify Name of related entity.
Added From Date
Find the Notes with note added date.
Added To Date
Find the Notes with note added date.
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your app
Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log Updated
Triggers when a call log is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added
Triggers when a new candidate is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Updated
Triggers when a candidate updates thier profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Feedback Received
Triggers when a client feedback is recevied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Updated
Triggers when a deal stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Added
Triggers when a new hotlist is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Updated
Triggers when a hotlist is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Updated
Triggers when a job status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Updated
Triggers when a Meeting is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Added
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call DirectionRequired
Direction of Call. IDs 'Mapping: CALL_OUTGOING => Outgoing call, CALL_INCOMING => Incoming call
Custom Call Type
Type of Call
Call Start Date & TimeRequired
Call Started on Date & Time
Contact NumberRequired
Contact Number of Contact/ Candidate
Call Notes
Call Notes Text
Related EntityRequired
Associated Entity's Name
Related ToRequired
Associated Entity's slug.
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Industry ID
Industry ID for the company
Company NameRequired
Name of the company.
Company Logo
Logo URL of the company
Facebook Profile URL
Facebook profile link.
Twitter Profile URL
Twitter profile link.
LinkedIn profile URL
LinkedIn profile link.
City
City of the company.
Full Address
Address of the company.
Website
Website of the company.
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Title for the Deal. Ex. DevOps Engineer
Deal StageRequired
Deal ValueRequired
Estimated value of this deal
Close DateRequired
Close Date of this deal.
Deal TypeRequired
Deal type. Deal 'Types': 1 => New Business, 2 => Existing Business
Company Slug
Company slug to link deal with company.
Contacts
Comma separated contact's slugs
Jobs
Comma separated job's slugs
Candidates
Comma separated candidate's slugs
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Title for the Job. Ex. Backend Developer Opening
Company SlugRequired
Company slug to link job with company.
Contact Slug
Contact slug to link job with contact.
Secondary Contact Slug
Secondary Contact slug to link job with contact.
Note For Candidates
Note for the candidates
Number Of OpeningsRequired
Number of positions availabe for job
Minimum Experience (Years)
Minimum Experience in Year
Maximum Experience (Years)
Maximum Experience in Year
Minimum Annual Salary
Minimum annual salary for this job
Maximum Annual Salary
Maximum annual salary for this job
Salary Type
Salary Type ID of the candidate
Currency ID
Currency ID of the candidate
Job Status
Job Status ID of the candidate
Job Status Comment
Comment on job status.
City
City of the job. Ex. New York
Job Skills
Comma Separated string of job skills. Ex. Html, CSS, Javascript
Job Type
Ex. 1 - Part Time, 2 - Full Time
Job Category
Category associated with the job. Ex. Administration
Locality
Locality of the job. Ex. Manhattan
Country
Country of the job. Ex. US
State
State of the job. Ex. NY
Full Address
Full address of the job
Enable job application form
Enable job application form flag
Show Company Logo
Show logo of the company
Educational Specialization
Qualifiction specialization
Educational Qualification
Qualifiction ID required for job.
Job Description Text
Job description in text
Job Application Form Questions
Comma separated ids of Job Application Form Questions
Collaborators
Comma separated collaborator's Ids
Job Description File
Job Description file. If uploaded, the text Job description will be ignored
Owner
ID of Owner
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note Type
Type of Note
Note DescriptionRequired
Note Description Text
Related Entity
Associated Entity's Name
Related To
Associated Entity's slug.
Created By
ID of Created By User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
Entity SlugRequired
Slug of record to be added to hotlist
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Candidate's VisibilityRequired
Candidate's visibility in a job. IDs 'Mapping: On => 1, Off => 0
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Find the Candidates with first name.
Last Name
Find the Candidates with last name.
Email
Find the Candidates with email.
LinkedIn Profile URL
Find the Candidates with linkedin url.
Contact Number
Find the Candidates with contact number.
Candidate Slug
Find the Candidate with this slug.
Exact Search
Will only search for candidates with exact first name, last name, email, Linkedin profile
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Find the Contacts with first name.
Last Name
Find the Contacts with last name.
Email
Find the Contacts with email.
LinkedIn Profile URL
Find the Contacts with linkedin url.
Company Name
Find the Contacts with company name.
Contact Number
Find the Contacts with Contact Number.
Company Slug
Find the Contacts with Company Slug.
Contact Slug
Find the Contact with this slug.
Exact Search
Will only search for contact with exact first name, last name, email, Linkedin profile
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's Name i.e. candidate/ company/ contact/ jobRequired
Specify Name of related entity.
Hotlist Name
Find the Hotlists by name.
Shared
Find the Hotlists by their shared status. IDs Mapping: 0 => No, 1 => Yes
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting title
Title Of Meeting.
Related ToRequired
Find the Meetings with related entity's slug.
Related To TypeRequired
Specify Name of related entity.
Starting From
Start Date Of Meeting.
Starting To
Start Date Of Meeting.
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your appTask title
Title of the task.
Related ToRequired
Find the Tasks with related entity's slug.
Related To TypeRequired
Specify Name of related entity.
Starting From
Start Date of Task.
Starting To
Start Date of Task.
Expand Entities
Select the entities to get more details in response
ActionThis is an event a Zap performs.SearchFind existing data in your app
How to connect Plumsail Documents + Recruit CRM
- Step 1: Authenticate Plumsail Documents and Recruit CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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