Step 1: Create a new automation
By integrating HireData with Carerix, you can automatically create email records in Carerix whenever an email is sent. The automation captures relevant details such as sender, recipient, subject, body content, and when the message has been sent. This ensures that every email is properly logged.1.1. Navigate to the automations section in HireData and click Create New Automation
1.2. Select the “Log email in Carerix” template
Step 2: Add a trigger
2.1. Review the app connection
HireData selects it automatically. If you have multiple connections with Carerix, make sure it’s the correct one.2.2. Select object
HireData also configures the Message object automatically, but you can edit it by clicking the Edit button. HireData supports these other object options in this case:
2.3. Set a trigger
Set the trigger to Message: Sent to capture emails as soon as they are sent.
2.4. Add filters (optional)
Adding a filter will result in better segmentation depending on your needs. This example filters out all messages sent via other channels, so HireData only adds messages sent via email to Carerix.
Step 3: Set up the Add Email to Carerix task
This task is a part of the automation template where you can fill in the required fields to ensure the email data is logged correctly:3.1. Select the object you want to create in Carerix
You can select any of these objects to be added to your app:- Appointment: To schedule meetings or interviews
- Candidate: To add a new candidate to the system
- Email: To log email communications
- Match: To connect candidates with job opportunities
- Note: To record conversation details or observations
- Task: For follow-up actions or to-do items
3.2. Select the sender and the recipient email addresses to log in Carerix
3.3. Confirm the email content to record
Make sure HireData records the correct email content:- Subject
- Body
3.4. Set the email status
Set the status to one of the available options, depending on the emails you want to log.
3.5. Add a Send On condition
For example, use Message: Sent At to log the timestamp of the email:
Step 4: Save and activate
Click Save Task to finalise the setup:
