Welcome to our detailed guide on automatically adding an activity or item in Vincere with HireData. This tutorial is designed to be user-friendly and efficient, helping you to leverage the full potential of Vincere automations by HireData.
Before we start setting up this automated task, make sure you've set up the connection with Vincere and are familiar with how to create a Vincere 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
1.1. In your automation, click on the [+] to open up the Building Block Panel
1.2. Click on [Add] in the Building Block Panel
1.3. Choose Activity or Item Task
Step 2: Choosing the Activity or Item type
Step 2: Choosing the Activity or Item type
These are the currently supported Types that you can choose from:
Candidate
Candidate URL Document
Candidate Note
Company
Contact
Job
Meeting
Select the activity or item type you'd like to add or log in Vincere:
Step 3: Filling in the item's fields
Step 3: Filling in the item's fields
Now, you can complete the activity's or item's fields. You have the option to incorporate variables by clicking the icon located in the top-right corner. Both static and dynamic data can be used to populate the task. Remember to click [Save Task] when finished.
Click on the curly brackets for the Variables menu:
