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Create or update candidate record from interview booking

Automatically capture interview booking details across Calendly and Ashby. Create and update candidate records when interview is booked, booking answers are submitted, or a qualifying invitee is createdβ€”so you can create profiles, append notes, and advance stages without manual follow-up.

How this automation accelerates candidate setup

When interview invitees are created, recruiter context can fall behind and outreach slows down. This automation filters reschedules, searches and creates or updates candidate profiles, then appends booking notes and advances application stagesβ€”so you can respond faster.

  1. 1.Monitors interview invitees created

    Integrate Calendly and scheduling tools to watch for new invitees and trigger downstream candidate setup.

    Calendlyor swap with your favorite app
  2. 2.Stops for reschedules

    Integrate Filter by Zapier and automation rules to continue only for qualifying invitees and skip reschedules.

    Filter by Zapieror swap with your favorite app
  3. 3.Searches candidate by email

    Integrate Ashby and recruiting data tools to match the booking email to an existing candidate record.

    Ashbyor swap with your favorite app
  4. 4.Creates or appends candidate note

    Integrate Ashby and candidate record tools to create a candidate when no match exists and add booking answers as a note.

    Ashbyor swap with your favorite app
  5. 5.Updates candidate stage and notes

    Integrate Ashby and CRM update workflows to append booking answers, update the candidate note, and set the application stage.

    Ashbyor swap with your favorite app
  6. 6.Calls ATS API for tag or app

    Integrate Code by Zapier and ATS workflows to call the ATS API and create an application or add a tag when required.

    Code by Zapieror swap with your favorite app

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Calendly
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Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
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Getaround
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HelloFresh
Lululemon
Barry's
Hopper
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Hudl
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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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