Step 1: Create a New Automation
By integrating HireData with Carerix, you can automatically create WhatsApp conversation records in Carerix whenever a conversation is completed. The automation captures relevant details such as sender, recipient, subject, body content, and when the conversation has started or ended, ensuring that every conversation is properly logged.1.1. Navigate to the Automations section in HireData and click on [Create New Automation]
1.2. Select the “Log email in Carerix” template
Step 2: Add a Trigger
2.1. Review the app connection
It will be automatically selected, but we recommend making sure it’s the correct one in case you have multiple connections with Carerix.2.2. Select Object
The [Message] object will be automatically configured, so you will have to change it to [Conversation] from the [Edit] button. Here are all the object options we support in this case:
2.3. Set a trigger
Set the trigger to the conversation [Started] or [Ended] depending on when you want to trigger the automation, e.g. when the conversation has just started or ended.
Step 3: Set up the [Add X to Carerix] Task
This task is a part of the automation template where you can select an object and fill in the required fields to ensure the conversation data is logged correctly 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
