Welcome to our comprehensive guide on how to WhatsApp conversations from HireData to Carerix. This ensures that all conversations are recorded in Carerix, making it easier to track interactions with clients and candidates. Continue on to learn how to set up an automation in HireData that logs WhatsApp communication into Carerix.
Step 1: Create a New Automation
Step 1: Create a New Automation
By integrating HireData with Carerix, you can automatically create WhatsApp conversation records in Carerix whenever a conversation is completed. The automation captures relevant details such as sender, recipient, subject, body content, and when the conversation has started or ended, ensuring that every conversation is properly logged.
1.1. Navigate to the Automations section in HireData and click on [Create New Automation]
1.2. Select the "Log email in Carerix" template
Step 2: Add a Trigger
Step 2: Add a Trigger
2.1. Review the app connection
It will be automatically selected, but we recommend making sure it's the correct one in case you have multiple connections with Carerix.
2.2. Select Object
The [Message] object will be automatically configured, so you will have to change it to [Conversation] from the [Edit] button. Here are all the object options we support in this case:
2.3. Set a trigger
Set the trigger to the conversation [Started] or [Ended] depending on when you want to trigger the automation, e.g. when the conversation has just started or ended.
Step 3: Set up the [Add X to Carerix] Task
Step 3: Set up the [Add X to Carerix] Task
This task is a part of the automation template where you can select an object and fill in the required fields to ensure the conversation data is logged correctly in Carerix.
You can select any of these objects to be added to your app:
Appointment: To schedule meetings or interviews
Candidate: To add a new candidate to the system
Email: To log email communications
Match: To connect candidates with job opportunities
Note: To record conversation details or observations
Task: For follow-up actions or to-do items
Step 5: Save and Activate
Step 5: Save and Activate
Click [Save Task] to finalise the setup and activate the automation.
Once activated, this automation ensures that every WhatsApp conversation (started or ended) is automatically recorded in Carerix, allowing users to maintain a complete communication history. This improves tracking, transparency, and collaboration across teams.