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This quickstart takes you from a connected recruitment app to a tested automation. Use a safe test record and choose a workflow that does not contact real candidates while you learn.

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Before you begin

You need:
  • A HireData account with permission to manage apps and automations
  • Access credentials for your ATS or recruitment app
  • One test candidate, application, match, or other record
  • A clear outcome, such as sending an internal test email or creating a recruiter task
If your app is already connected, start at step 2.
1

Connect your recruitment app

Open Settings > Apps, choose your ATS, and create a connection.Use the connection guide for Carerix, Vincere, OTYS, Recruitee, or Salesforce.Wait for the initial sync to finish before building your trigger.
2

Create a blank automation

Open Automations, select Blank Automation, and give it a name that describes the outcome.In the Start block:
  1. Select your connected app and connection.
  2. Choose the object, such as Candidate, Match, Application, or Procedure.
  3. Choose the event that should start the workflow.
  4. Include any related records you will need for filters, recipients, senders, or tasks.
3

Limit the audience

Add conditions to the Start block or add a separate filter step. Begin with one simple condition that your test record satisfies.For example, run only when an application stage equals Test or when a specific test email address is present.
4

Add one safe task

Add a task with an outcome you can verify. Good first tasks include:
  • Send an email to your own address
  • Create an internal recruiter task
  • Update a dedicated test field
  • Send a test form or survey to yourself
Map the recipient, sender, and other fields from the trigger data. Save the task.
5

Test the automation

Use HireData’s test option and select your test record or sample event. Review each step and confirm that the expected values are available.If a step stops, open its details before changing the workflow. See How to test an automation.
6

Activate and monitor

Activate the automation only after the test completes successfully. Make the expected change in your source app, then confirm that:
  1. HireData received the event.
  2. The automation created a run.
  3. The task completed with the expected result.

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A safe first automation

A useful first workflow is: Test record updated → test condition passes → send an internal email It exercises the complete HireData flow without messaging a candidate or changing production recruitment data.

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Next steps

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