The Vincere Scheduled Task action allows you to automatically create scheduled tasks in Vincere whenever a specific trigger event occurs in a HireData automation workflow. This is useful for automating reminders and follow-up activities, ensuring no task is overlooked. Follow along as we demonstrate how to use this task.
Step 1: Create or edit an automation
Step 1: Create or edit an automation
In your HireData account, navigate to the [Automations] section and either create a new workflow or open an existing one by clicking on [+New Automation].
Step 2: Add the action
Step 2: Add the action
2.1. Click on [Blank Automation] to start a new automation from scratch
Selecting Blank Automation will create a new automation
2.2. Click in the First Building Block/Trigger to bring up the App Panel and select [Vincere]
Clicking on the First Building block you'll be able to choose which App to link this to
2.3. Select the Trigger for the Automation
Follow the setup steps to choose how you would like this automation to trigger and click [Save].
Selecting the Object value for the app
Choosing the timing in which you would like the trigger to adhere to
Checking that everything is correct and saving the trigger
2.4. Click on the 2nd Building Block to open the action panel and click on [Add] to create a new Task
2.5. Navigate until you see the Vincere logo along with the text [Task]
Step 3: Fill in he task details
Step 3: Fill in he task details
Type: Choose the Item Type you would like the Task to correspond to. This can be:
Candidate - A task relating to the Job Seeker
Contact - A task tied to the Client Contact
Job - A task relating to a Job Order or Vacancy
Personal - A task for your own use, such as reminders or admin duties
Project - A task associated with a larger project or campaign
Subject: Enter a clear and descriptive subject for the task (e.g., "Test project, local")
Description: Provide a detailed description of the task
Start/End Date: Set the task's start and end dates. You can also set a delay if you wish
Reminders: Add a reminder to ensure the task is not forgotten
Assignee: Assign the task to the relevant user in Vincere
Step 4: Save and test
Step 4: Save and test
Click [Save Task] to finalise the task configuration and run the automation workflow to test it.
Step 5: Confirm the task
Step 5: Confirm the task
HireData
Navigate to Task History to verify it was created
Vincere
Email View > Task Tab
