Interview Scheduling

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How it works

• Once a candidate is shortlisted in Greenhouse, It will automatically trigger the Rest.

• Now provide the conditions for Zoom and Slack.

• Add the output meta from the webhook triggers for identifying the Greenhouse shortlisted candidate.

• Now, connect it with Zoom and send a mail through Gmail.

• Once completed sending a message through Slack.

Following are the steps that will help to configure the automation:

Steps to configure

1. Click on start and the below form will appear on the screen.

2. Now add the name “start”, describe “starting node, select webhook from the configuration. Once a candidate is shortlisted in Greenhouse, It will automatically trigger the Rest.

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3. Now add a URL into the input field. A webhook is a lightweight API that powers one-way data sharing triggered by events. Together, they enable applications to share data and functionality and turn the web into something greater than the sum of its parts. APIs and webhooks both allow different software systems to sync up and share information.

4. Add the output meta for fetching the details of issues. Output metadata is the type resolution for the result of a component. Each component can provide either static or dynamic metadata for the payload and attributes, isolated from each other. Click on browse, and add the metafile in a JSON format in the file name.

5. Now, add the conditions through conditionals for Zoom and Slack.

6. Add the conditions in the condition expression field.

7. Check the condition expression from the below format.

8. Now click on Zoom, and the below form will appear on the screen.

9. Add the connection as “Zoom Rest Oauth connection”. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

10. Now, mention the action as “create meeting”. The Zoom action is when a player receiving a pin down from one teammate, immediately goes into a dribble handoff from another teammate. This can be used as a quick hitter or can be used as an action within a set play.

11. Provide the details in the topic field. In this field, you can add detailed information related to the meeting. It can be added as a formula and text.

12. Now, add the type as “8”. There are 3 types of Zoom users: Basic: A basic user is a free account user who can host 40 minutes meetings when there are more than 2 people in the meeting (Zoom Cloud). Licensed: A Licensed user is a paid account user who can host unlimited meetings on the public cloud (Zoom Cloud).

13. Add the start time in this format “2021-10-21T14:30:00Z”. Start time can be a process of selecting a date and time for your meeting, but remember you can start your meeting at any time before the scheduled time. You can also manually enter any time. For example, you can enter 15 in the minute’s field. Time Zone: By default, Zoom will use your computer's time zone.

14. Now, provide the details regarding the duration. Here you need to select “60” mins as duration. The duration field is explained how long is a Zoom free meeting. Zoom's free tier allows two participants to be in a meeting for up to 24 hours. However, for anywhere from three to 100 people, you're limited to 40 minutes. Once that mark has been reached, everyone will be kicked out of the call.

15. Provide the details in the password for the meeting. A password is a string of characters used to verify the identity of a user during the authentication process.

16. Now click on the recurrence file. Recurrence is a trigger that can be found in the 'built-in' trigger category under the 'schedule' section.

17. Mention the type. Here the type can be “1”. There are 3 types of Zoom users: Basic: A basic user is a free account user who can host 40 minutes meetings when there are more than 2 people in the meeting (Zoom Cloud). Licensed: A Licensed user is a paid account user who can host unlimited meetings on the public cloud (Zoom Cloud).

18. Provide the details related to repeat intervals. In this field you need to add “1”. You can set the repeat interval in days. For example 1 = every first day 0.5 = every 12 hours 0.01 = every 15 minutes. This value relates to the cadence at which your meetings will occur. This value is directly related to recurrence.

19. Add the weekly days and monthly days. It can be a value from 1-7 to determine which days of the week your meeting will occur. You can also provide a string of comma-separated integers. For instance, if you want your meeting to occur every Tuesday and Sunday, provide '1, 3'. This field is required if you selected type 2 for recurrence.

20. Provide the monthly days. It can be a value from 1-31 to determine which days of the month your meeting will occur on. For instance, if you want your meeting to occur every 5th of each month, provide a 5. This field is required if you selected type 3 for recurrence.

21. Now, mention the details for the monthly week. It can be a value for the week of the month you would like your meeting to occur. This field is required if you selected type 3 for recurrence.

22. Add the details for monthly week days. It can be a value from 1-7 to determine which days of the day of the week your monthly meeting will occur. You must also provide a value for the monthly week. For instance, if you want your meeting to occur every Tuesday and Sunday, provide '1, 3'. This field is required if you selected type 2 for recurrence.

23. Provide the end times as “1”. It can be a value for the end time of the meeting. Your meeting will automatically end based on the idle time, type of account, and several participants. These time limits apply to meetings and webinars regardless of the device used to start the meeting.

24. Now, add the end date time in this format “2021-10-21T16:20:00Z”. The end date-time is a valid date-time value for when the last meeting will occur. For example: 2017-11-25-T12:00:00Z.

25. Now, add Zoom with Gmail for sending the emails related to the candidates.

26. Once you click on Gmail, the below form will appear on the screen.

27. In the connection section add “Gmail Google Rest Oauth Connection”. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

28. Now add “Send Mail” in the action field. Actions enable users to interact with your product or service right inside Gmail. Actions can be declared in two ways: in-app actions or as go-to actions.

29. Now, mention the email id in the to address field. An email address identifies an email box to which messages are delivered.

30. Provide a subject. The subject field is a brief description of the message. It displays in the recipient's inbox before they open the message. It can be in the format of text or formula.

31. Add a message for “Join URL” in the message field. It can be done in a text or formula format.

32. Connect Gmail with Slack for posting the notification on the respective channel. Click on Slack and the below form will appear on the screen.

33. In the connection, input add Slack. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

34. Now, add the action name as “Send a message to channel”. An action appears on the home page, of the Salesforce account in the chatter tab. It’s recorded in chatter groups, and on record detail pages. It’s just as object record pages have page layouts that can be customized, actions have action layouts that can be customized.

35. Provide a channel name. A channel's name lets people know what it's used for. If the purpose of a channel changes at any point in time, it can be renamed.

36. Mention the message in the message input. It can be added in a formula or text format. For example: Join meeting and Join URL.

37. Now add an aggregator and end the process of configuration.

38. Save the automation for future use.