Properly configuring the objects and relationships in your Carerix connection with HireData is essential for ensuring your automations work correctly. This guide will walk you through the process of easily managing objects and configuring relationships.
Editing your Carerix Connection
Editing your Carerix Connection
Begin by navigating to the app section within HireData and open Carerix.
Then click on [Edit] from the drop-down menu on the connection you would like to update.
Configuring Objects
Configuring Objects
On the next screen, you will see a list of objects that are synced with your connection.
Click on an object (e.g., Appointment, Candidate, Meeting) to configure its fields.
After selecting any of the objects, you will see a list of fields associated with it. Toggle the switch on for the fields you want to sync. After you do this and save the changes, these fields will be available for your automations.
Configuring Relationships
Configuring Relationships
Here you can also define the relationships for your objects that will be used in your automations.
In the Objects panel on the left, select the object you would like to update and click on the Configuration tab, where you will see the current relationships. Click on [Edit] to update them.
Select any of the relationships that you need for your automations.
Lastly, review your selection and confirm it.
The newly added relationships should be visible on the next screen.
By configuring the objects and relationship fields in your Carerix connection, you ensure that the right data is available for use in your HireData automations. These relationships and objects can be leveraged in automation filters, for selecting senders and recipients in email or WhatsApp messages, and for defining specific conditions that trigger actions.
Proper setup allows for seamless data flow between Carerix and HireData, enhancing the precision and efficiency of your automated workflows.
💡 Pro Tip: Only enable the fields required for your automation to optimize data synchronisation.