1.Captures the new application entry
Integrate Cognito Forms and forms automation to map candidate fields and uploaded documents to the submission record.
Send application and reference emails to hiring stakeholders
Automatically capture new application entries across Cognito Forms. Send internal and referee reference-request emails with consultant links when applications are submitted, documents are uploaded, or reference consent is setβso you can notify stakeholders, request references, and attach materials without manual outreach.
How this automation routes hiring updates and references
When new candidate applications and reference preferences come in, delays can slow hiring decisions and reference collection. This automation captures form submissions, resolves consultant reference links, filters consented outreach, and sends internal and referee emailsβso your team can contact stakeholders quickly.
Cognito Formsor swap with your favorite app
2.Looks up consultant reference URL
Integrate Formatter by Zapier and lookup tools to return the consultant reference URL and apply a fallback when needed.
Formatter by Zapieror swap with your favorite app
3.Checks candidate reference consent
Integrate Filter by Zapier to confirm preference criteria and consent before proceeding with referee outreach.
Filter by Zapieror swap with your favorite app
4.Sends internal and referee emails
Integrate Microsoft Outlook and email tools to notify recruiters and compliance, and email referees with the consultant link.
Microsoft Outlookor swap with your favorite app
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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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