1.Monitor invitee creation
Integrate Calendly to detect new invitee bookings and to start candidate record creation.
Create candidate records from bookings for hiring teams
Automatically convert invitee bookings into candidate records across Calendly, Filter by Zapier, Recruitee, and Formatter by Zapier. Create and update when invitee created, booking details qualify, or event category matchesβso you can avoid duplicate candidates, attach scheduling notes, and advance applicants without manual paperwork.
How this automation advances your candidate records
When invitee bookings arrive, delays can keep hiring teams from updating applicants and moving interviews forward. This automation filters bookings, searches and creates or updates candidate records, formats booking datetime, and adds notes while advancing stagesβso your team can respond without manual follow-up.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier to continue only when booking owner or event type qualifies for your configured hosts.
Filter by Zapieror swap with your favorite app
3.Searches candidate by email
Integrate Recruitee to find existing candidates by booking email within the configured job opening.
Recruiteeor swap with your favorite app
4.Creates or updates candidate
Integrate Recruitee to create a candidate on no match, map booking name and contact fields, and apply source tags.
5.Formats booking datetime
Integrate Formatter by Zapier to convert booking start time into a readable datetime string for candidate notes.
Formatter by Zapieror swap with your favorite app
6.Adds note and advances stage
Integrate Recruitee to add the booking datetime note, advance the candidate to the configured stage, and add booking-type tags.
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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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