1.Detect new lead applicant
Integrate Perspective and recruiting tools to detect new lead applicant entries and start the applicant capture to create a new record.
Create applicant record and send confirmation email to candidates
Automatically capture new lead applicants across Perspective and route normalized applicant details into your recruiting stack. Instantly create and update applicant records and send email confirmations when applicant leads arrive, submissions are received, or details changeβso you can reduce paperwork, speed screening, and confirm next steps without manual follow-up.
How this automation accelerates candidate confirmations
When new leads appear, delays can slow screening and leave candidates waiting. This automation normalizes applicant details, creates hiring records, and sends candidate confirmation emailsβso your team can respond faster with fewer manual entries.
Perspectiveor swap with your favorite app
2.Normalize applicant contact fields
Integrate Formatter by Zapier and data normalization tools to convert source phone and text fields into normalized phone and safe text to standardize applicant info.
Formatter by Zapieror swap with your favorite app
3.Create applicant row in hiring db
Integrate PostgreSQL and database tools to map applicant fields into the hiring table and write a created timestamp to create a new applicant record.
PostgreSQLor swap with your favorite app
4.Send confirmation email to candidate
Integrate Microsoft Outlook and email templates to send a receipt and next steps message using the applicant email and name to confirm candidate submission.
Microsoft Outlookor swap with your favorite app
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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