SmartRecruiters Workflow builder

Get started

Once you have connected SmartRecruiters to your Starred account, you are ready to build automated feedback workflows in Starred Connect.

Set up your workflow

When starting to build your workflow, you can choose between creating your own workflow or using one of our template workflows. We recommend using one of our template workflows and customizing the workflow to your own preferences.

A workflow consists of 3 elements: a trigger, filter (optional), and action steps:

Trigger = The event that initiates the workflow execution
Filter = Include or exclude specific fields
Action in SmartRecruiters = Retrieve additional data from SmartRecruiters objects, such as the Hiring Team, Candidate and Application status history
Action in Starred = Send/Schedule invitation

To help you create a workflow, we've broken down the process in a series of tutorials. Please click on one of the tutorials below to learn everything about setting up your Greenhouse workflow
:one: Choose a trigger
:two: & :three: Add action(s) to retrieve additional data (‘Get’ steps)
:four: Add filters to your workflow
:five: Send or Schedule your invitation

:star: Tips & Tricks

  • Filter and action steps can only be added by clicking on the ‘+’ symbol at the end of the current workflow. It is not possible to drag and drop (filter/action) steps in the middle of a workflow.
  • In the ‘Action’ step in Starred: Switching between Send/Schedule invitation will remove all additional information. That is: custom fields, feedback survey, etc.
  • You always need to update the trigger/filter/action and click 'Save workflow', for your adjustments to be properly saved

What’s Next

How to choose a trigger for your workflow?