Once you have connected your Greenhouse environment to your Starred account, you can start to automate your feedback by setting up workflows in Starred Connect.
When you start building a workflow, you can choose between creating your own workflow from scratch or using one of our pre-built workflow templates. We recommend using one of our templates and customizing the workflow to fit your own needs and 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 to ensure actions perform only on the records you want
Action in Greenhouse = Retrieve data from Greenhouse records
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 workflows:
- 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.
- You always need to update the trigger/filter/action and click 'Save workflow' for your adjustments to be properly saved.
Updated about 1 year ago
How to choose a trigger for your workflow?