> ## 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.

# Change Carerix Records From an Automation

> Add, update, archive and restore Carerix records from an automation, the same way for every record type. Part of the HireData beta.

Your automations can now keep Carerix up to date without a separate step for every kind of change. Adding, updating, archiving and restoring work the same way for candidates, contacts, companies, jobs and more.

> [!NOTE]
>
> This is part of the HireData beta and works in the [new automation builder](https://help.hiredata.com/automations/engine-1-3.md). See [How the Beta Works](https://help.hiredata.com/beta/how-the-beta-works.md) to join.

## Keep Carerix up to date from your automations

In a new automation, click **+**. You find **Add** and **Update** under **Records**, and **Archive**, **Restore** and **Delete** under **Lifecycle**. Then pick the Carerix record you want to change.

![The step menu with Add and Update under Records, and Archive, Restore and Delete under Lifecycle](https://mintcdn.com/hiredata/uj3OdAVC64zb5OPS/images/beta/step-drawer-records-lifecycle.webp?fit=max\&auto=format\&n=uj3OdAVC64zb5OPS\&q=85\&s=08afef46d4042da05a212489c28718d2)

Add and Update sit under Records. Archive, Restore and Delete sit under Lifecycle.

![The Add Record panel listing Carerix records such as Candidate, Company, Contact, Job, Match, Lead and Opportunity](https://mintcdn.com/hiredata/uj3OdAVC64zb5OPS/images/beta/carerix-record-types.webp?fit=max\&auto=format\&n=uj3OdAVC64zb5OPS\&q=85\&s=72330b5c492e5dce9a28d5db5f7abaeb)

Pick the Carerix record you want to add or update.

### 1. Add new records

Create **candidates**, **contacts** linked to their company, **companies**, **jobs** linked to a contact, **publications** and **meetings** with their attendees. The required fields match the Carerix forms you already know, such as the company on a new job. Publications keep their own text, so Carerix doesn't copy the job text over it.

### 2. Update what's already there

Change any field, or clear it completely, including owners. Keep a candidate's **job title**, **education**, **work history**, **skills** and **languages** up to date, or add them to a **talent pool** without losing the pools they're already in.

### 3. Archive and restore

**Archive** a record when it's no longer active and **Restore** it when you need it again. Only **matches** can be deleted for good, because they're the only records Carerix truly deletes.

### 4. Change several records at once

One step can change several records, such as every open match of a candidate. Add **conditions** so the step only makes the change when the record's current values allow it.

## What else to know

* **Every change is checked after it's saved.** A step can't report success when nothing changed. When Carerix refuses a change, the run shows Carerix's own reason.
* **Fields and labels follow your own Carerix screens**, such as Job instead of Vacancy.
* **Files** can be added to a record from a link, and removed by file name.
* **Not included yet:** meeting visibility, and some talent pool filters and status options.
* **Existing automations keep their old Carerix steps**, such as update field and add note.

## Check it out yourself

Create a new automation in [Automations](https://app.hiredata.com/automations), click **+**, choose **Add** under **Records** and pick a Carerix record.


## Related topics

- [Start Automations From More Carerix Records](https://help.hiredata.com/beta/carerix-triggers.md)
- [The New Automation Builder](https://help.hiredata.com/automations/engine-1-3.md)
- [Carerix webhook fields](https://help.hiredata.com/apps/carerix/carerix-webhook-fields.md)
- [Update](https://help.hiredata.com/reference/automations/steps/update.md)
- [Carerix integration overview](https://help.hiredata.com/apps/carerix/overview.md)


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