What the integration provides
HireData receives events from OTYS and makes the selected record and its related data available to an automation. For example, a procedure being created or updated can start a workflow. You can add filters so the workflow continues only for the stages, statuses, or other values you choose.What you can automate
With an OTYS connection, you can:- Start workflows when supported OTYS records are created or updated
- Filter events using OTYS fields and related records
- Send personalized email, WhatsApp, or survey messages
- Add delays before a message or follow-up
- Combine OTYS data with HireData forms, templates, and messaging tasks
How data stays current
After the connection is created, HireData imports connection data such as users, objects, fields, and statuses and schedules daily resyncs. If you add or change something in OTYS and need it immediately, run a manual sync.Get started
1
Connect OTYS
Add the OTYS app in HireData using your account name and API key. Ask your OTYS representative if you do not have these credentials.
2
Create an automation
Select OTYS as the trigger app, choose the object and event, then include every related record you will need later in the workflow.
3
Add conditions and tasks
Limit the audience with filters, add any required delay, and configure the message, survey, or other available task.
4
Test before activating
Run the automation with sample data and confirm that each step uses the expected OTYS values.