> ## Documentation Index
> Fetch the complete documentation index at: https://help.hiredata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Carerix automation in HireData

> Learn how to build a Carerix automation in HireData: pick a trigger, map fields, and streamline recruitment workflows without writing any code.

*Welcome to our tutorial on setting up a Carerix automation within HireData. With this integration, you can automate tasks such as sending Candidate NPS surveys, thereby improving candidate experiences and streamlining your recruitment processes. Follow along as we demonstrate each step to set up this automation efficiently.*

## Step 1: Setting up the Trigger

After you've [set up the connection with Carerix](/apps/carerix/connect-with-carerix), the first step in setting up a Carerix automation is to define the trigger. A trigger makes sure HireData "listens" to certain events occurring within Carerix. Don't forget to select all relationships you'll need later on, e.g. select a candidate when you want to send a survey to them in a further step within the automation. Here's how to do it:

*Example Trigger: Match: Created or Updated*

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/207a0a123970.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=3b8bd48da37f98530a74c40910a5e918" alt="" width="1042" height="258" data-path="images/intercom/207a0a123970.png" />

*Select the related objects you'll need later on in the automation, e.g. a user you want to be the sender of a message and the recipient(s) of that message*

<img src="https://mintcdn.com/hiredata/iLITlRZQjEZl3RJb/images/intercom/fbef8b6ef2c3.png?fit=max&auto=format&n=iLITlRZQjEZl3RJb&q=85&s=575ebec760206889b750d600580b011d" alt="" width="780" height="782" data-path="images/intercom/fbef8b6ef2c3.png" />

## Step 2: Adding a Filter

Once you've set up the trigger, it's essential to add filters to ensure that the automation is triggered under specific conditions. Follow these steps:

*Example Filter: If match stage equals one of these stages*

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/8e8624258254.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=949222a2155e6acac8d4e3dc358371de" alt="" width="2600" height="986" data-path="images/intercom/8e8624258254.png" />

## Step 3: Adding a Delay

In some cases, you may want to introduce a delay before executing the automation. Here's how to add a delay:

*Example Delay: 1 day (e.g., to inform a candidate about landing the job before sending a post-placement survey)*

<img src="https://mintcdn.com/hiredata/60JXZMpGWVQbXug5/images/intercom/60aed5be9025.png?fit=max&auto=format&n=60JXZMpGWVQbXug5&q=85&s=560a47125cc41ee5a68b244957820157" alt="" width="938" height="204" data-path="images/intercom/60aed5be9025.png" />

## Step 4: Setting up the 'Send Survey' Task

Now, let's configure the task to send the Candidate NPS survey. Follow these steps:

*4.1. Select your survey template:*

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/824cc509c2d0.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=5f9822714ff715207db19e7dc1c2fd15" alt="" width="4112" height="2228" data-path="images/intercom/824cc509c2d0.png" />

*4.2. Choose the recipient of the survey:*

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/241d42e826e9.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=bd870c44b7d77f6d6c9b9a408319ea3e" alt="" width="778" height="774" data-path="images/intercom/241d42e826e9.png" />

*4.3. Specify the sender of the survey:*

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/e7ec618dafbc.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=2af603da33e2a2e295dc43a564353c61" alt="" width="780" height="770" data-path="images/intercom/e7ec618dafbc.png" />

*4.4. Configure the timing of the survey:*

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/275482fe7bce.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=bbe94c17948064c190e0212b5c68338d" alt="" width="784" height="802" data-path="images/intercom/275482fe7bce.png" />

*4.5. Ensure all settings are correct and save your task:*

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/3193b5522139.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=ee99a876fe65028c5c88ff3a2fbc9a72" alt="" width="4070" height="2332" data-path="images/intercom/3193b5522139.png" />

## Step 5: Activating Your Automation

Once you've completed the setup, it's time to activate your automation. With this step, your Carerix automation is ready to go, streamlining your recruitment processes effortlessly.

*Click the \[Activate] button to turn your automation on*

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/e19557891c61.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=a63a6170a9071fd66a3a730f69c02aae" alt="" width="944" height="182" data-path="images/intercom/e19557891c61.png" />

By setting up a Carerix automation within HireData, you can automate tasks such as sending Candidate NPS surveys, thereby improving candidate experiences and optimizing your recruitment workflows. With the step-by-step guide provided in this tutorial, you can efficiently set up and activate your automation, saving time and resources while enhancing your recruitment efforts.

<iframe src="https://www.loom.com/embed/f557d3f3ea944260907b185c834b9afd" title="Loom video" allowFullScreen className="w-full aspect-video rounded-xl" />


## Related topics

- [Logging Email Messages on Carerix with HireData](/apps/carerix/logging-email-messages-on-carerix-with-hiredata.md)
- [Connect with Carerix](/apps/carerix/connect-with-carerix.md)
- [Logging WhatsApp conversations in Carerix with HireData](/apps/carerix/logging-whatsapp-conversations-in-carerix-with-hiredata.md)
- [Create an OTYS automation in HireData](/apps/otys/create-an-otys-automation-in-hiredata.md)
- [Create a Recruitee automation in HireData](/apps/recruitee/create-a-recruitee-automation-in-hiredata.md)
