What the integration provides
The Carerix connection makes recruitment data available to your HireData automations, including commonly used candidate, user, contact, match, and job information. You choose which fields and relationships are available so each automation can use the records it needs. A Carerix event can start an automation when a record is created or updated. Filters can then narrow the audience by stage, status, owner, or another available field.What you can automate
Common Carerix workflows include:- Send personalized email, WhatsApp, or survey messages after a match-stage change
- Schedule recruiter tasks and follow-ups in Carerix
- Add activities or other items to Carerix records
- Update Carerix fields when a workflow reaches a specific outcome
- Log email messages and WhatsApp conversations in Carerix
- Add delays and conditions so communication happens at the right time
Forms inside Carerix
Recruiters do not have to leave Carerix to work with HireData forms. The Carerix RMA adds two tabs:- Forms on a vacancy, where you switch individual questions on or off for that vacancy. It is the same configuration as the Forms tab of a vacancy record in HireData, described in Configuring a form per record.
- Forms & responses on a match, where you see what the candidate answered. Open the full details to read every answer, and follow the links to the candidate or the vacancy the response belongs to.
How data stays current
HireData performs an initial sync when you connect Carerix and schedules daily resyncs for connection data such as users, objects, fields, and statuses. Run a manual sync when you need a recent Carerix change immediately. If a field or related record is missing from the automation builder, review Carerix fields and relationships before syncing again.Get started
1
Connect Carerix
Install and activate the Carerix RMA from the Marketplace. If you manage multiple tenants, follow the advanced connection method in Connect with Carerix.
2
Choose the available data
Enable only the objects, fields, and relationships your workflows need. This keeps variables relevant and makes automations easier to configure.
3
Build and test an automation
Choose a Carerix event, add conditions and tasks, then test the automation before activating it.