Workable Integration
Connection
You can integrate your Workable account with Fetcher by going to Settings in the left toolbar and clicking Integrations.
Then select Workable.
Fetcher fully supports the Workable integration. This means the integration includes deduping, as well as sending Candidates to Workable.
To initiate the connection, enter first your workable subdomain:
Submitted your subdomain, you will need to prompt your API key:
Upon connection, you will now see Workable listed in your Integrations, with Workable Triggers available for use.
Uploading Leads Manually
To manually upload simply click the '+' icon at the bottom right of the candidate card.
> You can choose Send to Workable as Candidate and you will be able to select the job in Workable you want to send the lead to.
Uploading Leads Automatically
You can find your Automation Settings by going to Settings > Integrations .
Note that you will see all the positions you have access to, however, you will only be able to set the automation for those positions that you own.
To the right of each position, you will be able to specify when and where you want to upload your leads.
Step 1: Tell us when
Use the drop-down menu beside the word Auto-Send to choose at which point you would like leads to be uploaded to Workable. You can choose to upload at any of 4 points in the process. The options are:
- All New Candidates - When you receive a batch all will be automatically uploaded.
- On Like - When you 'like' a lead while giving feedback.
- On Contact - When an email is sent to the lead.
- On Reply - When a lead replies to an outreach.
- On Interested - When Fetcher AI determines that a response indicates interest.
Step 2: Tell us where
When you have decided the point at which you would like your leads to be uploaded, you can then choose where these leads will be sent in Workable.
- If you select Prospect, then your leads will be sent to Prospects in Workable.
- If you select a specific job position, then your leads will be sent to that position in Workable.
Step 3: Activate!
In order to activate these settings, you must toggle the On button so that it appears blue.
Disconnection
If you wish to stop syncing your Workable account with Fetcher, simply disconnect it from your Integration page.