Welcome to our detailed guide on automatically adding an activity or item in Carerix with HireData. This tutorial is designed to be user-friendly and efficient, helping you to leverage the full potential of Carerix automations by HireData. For a visual guide, be sure to watch our step-by-step video at the end of this article.
Before we start setting up this automated task, make sure you've set up the connection with Carerix and are familiar with how to create a Carerix automation in HireData. Now let's start configuring this automated task.
Step 1: Adding a task to your automation
Step 1: Adding a task to your automation
Click on one of the [+] items in your automation to open up the menu where you can choose a building block. Select [Task] to open up the options, then select [Carerix] and [Add Activity or Item].
1.1: Click on a [+] item while editing your automation:
1.2: Select [Task]:
1.3: Select [Carerix]:
1.4: Select [Add Activity or Item]
Step 2: Choosing the activity or item to be added
Step 2: Choosing the activity or item to be added
Next you'll select the activity or item you'd like to add or log in Carerix. We currently support these activities and items:
Appointment
Candidate
Email
Note
Task
User
Vacancy
Select the activity or item type you'd like to add or log in Carerix:
Step 3: Filling in the item's fields
Step 3: Filling in the item's fields
Proceed to fill in the activity's or item's fields. If you'd like to use variables, click on the variables icon (top right) to open the variables menu. You can use both static and dynamic data. Don't forget to click [Save Task] after filling in all fields necessary.
Complete the activity's or item's fields by using static and/or dynamic data (variables):
