Step 1. Choose a trigger

The start of the workflow

In this step you decide how your workflow will start. The trigger in your workflow is the event that initiates the workflow’s execution.

  1. Select Greenhouse as your Trigger source app
  1. From the Select Trigger dropdown you can select which Greenhouse trigger you like to initiate the workflow execution:
    a. Candidate Applied
    This trigger is used for our Applicant Research survey.
    b. Candidate Hired
    This trigger is used to send surveys to hired candidates, to hiring managers that worked with a candidate for our Hiring Manager Feedback survey or for onboarding surveys.
    c. Candidate Rejected
    This trigger is used to send surveys to candidates that are either rejected by you or that have withdrawn from the recruitment process.
    d. Offer Created
    This trigger is also used to send surveys to hiring managers for our Hiring Manager Feedback survey or when an offer is extended to a candidate.

Please note that it's not possible to trigger surveys for when a candidate moves from a stage to another in the recruitment process or when an interviewer submits an interview scorecard. Please check this FAQ article to learn why.

  1. Conditions

In the trigger step you can also add extra conditions (e.g. Rejection Type or Rejection Stage) to specify when the workflow can continue. Add more conditions by selecting the '+' button.

  1. When you have finished setting up your trigger step, select Update Trigger and then Save Workflow .

  2. Starred will prompt you to give your workflow a name.


Please note:

  • The trigger for rejected candidates is based on the action of the rejection itself, not based on the (scheduled) rejection email from Greenhouse. Keep this in mind while creating your workflows.
  • It's not possible to trigger on Requisition closed
  • Looking to trigger surveys for Hiring Managers? You can also use the trigger Candidate Rejected or Candidate Hired and then you can create an extra Action (Get Hiring Managers). See Step 3.
  • In the Trigger step you can only use a ‘is’ condition, at the Filter step you can also use the conditions ‘is not’, 'contains' and 'does not contain'.
  • In the Trigger step you can only use 'and' conditions, meaning that all conditions you add need to be satisfied at the same time for the workflow to be triggered. At the Filter step, you can create condition "blocks" based on 'or' conditions.