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Your automations can now react to more of what happens in Carerix. Start one when a consultant logs a note, when an e-mail is sent or received, or when a candidate joins a talent pool, so the follow-up happens without anyone having to remember it.
This is part of the HireData beta. See How the Beta Works to join.

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Choose what starts your automation

Open your automation, click the Start block and pick Carerix. Under Object, choose what the automation should listen to. Then pick when it starts.
The Object list for a Carerix start block, with records such as Candidate, Lead, Opportunity and Talent pool match, and activities such as Email, Meeting, Note and Task

Pick the Carerix record that starts the automation.

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1. E-mails

Start an automation when an e-mail is sent or received and added to Carerix. Drafts, the outbox, mailings and bulk e-mails don’t start one.

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2. Notes

Start an automation when a note is added in Carerix, for example after a consultant logs an intake call.

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3. Talent pool matches

Start an automation when a candidate’s talent pool membership changes, such as when they join a pool.

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4. Leads and opportunities

If your team uses the Carerix sales process, start an automation from a lead or opportunity. See Leads & Opportunities.

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Start on a date

Besides when something happens, you can start an automation on a specific date, such as a deadline or an end date. Your own Carerix date fields are in this list too. A date field you add in Carerix appears here the next day.
The Timing options for a Carerix e-mail: Created, Created or Updated, Updated, and dates such as Creation Date, Deadline and End Date

Choose when the automation starts: when something happens, or on a date.

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Check it out yourself

Open an automation in Automations, click the Start block, choose Carerix and pick Email, Note or Talent pool match.