Zapier is a platform designed to help you connect together software platforms that don't directly integrate with each other. By connecting Pinpoint to Zapier, you are able to trigger events in any of Zapier's several thousand connected apps from an event that occurs in Pinpoint, such as new application being received, or a candidate being moved into a particular hiring workflow stage.
For example, you could use our Zapier integration to:
Notify a specific Slack channel of a new applicant to a specific Job
Add new talent pipeline candidates to an email nurture campaign in Mailchimp or HubSpot
Create a task in your favourite task management app when there’s a new candidate to review
Invite a candidate to a technical assessment in a tool like Coderbyte
This article is divided into sections:
How do I set up the integration with Zapier?
Generate an API key in Pinpoint
Before you can start using the Zapier integration in Pinpoint, you'll need to generate an API key in Pinpoint for use in Zapier.
To begin, go to the integration page on Pinpoint under Settings.
Next, search for Zapier and click Add.
You'll see a screen where your subdomain and API key are revealed to you. Firstly, click on the toggle marked Disabled once, it should change to Enabled. Make a note of your subdomain and your API key - you'll need this later on. Then click on Save.
Set up events from Pinpoint as a trigger in Zapier
Go to https://zapier.com and sign in.
Click on the button named + Create to start creating a 'Zap' in Zapier, which collects information from Pinpoint and sends to it to your chosen third-party service.
You'll be shown a screen that looks like this, where you'll define a 'Trigger' and an 'Action'.
Click on the 'Trigger' - you'll be asked to search from the apps and tools connected to Zapier. Search for 'Pinpoint' and select 'Pinpoint'.
Once you've selected Pinpoint, you'll be asked to select which Event in Pinpoint you'd like to use to trigger the Zap.
You can choose from four events from Pinpoint:
Application Stage Update. This triggers when a job application is moved from one stage to another.
New Application. This triggers when a new job application is submitted in Pinpoint.
New Job. This triggers when a new job is created in Pinpoint.
New Talent Pipeline Candidate. This triggers when a new candidate applies to, or is added to, the talent pipeline.
Once you've chosen the event you'd like to use as the trigger for the Zap, Zapier will ask you to connect to Pinpoint. Select Sign In.
A new window will pop up, asking you to input your Subdomain and API key, generated in Pinpoint earlier. Enter these details in the fields and select Yes, Continue to Pinpoint.
You'll then see that the Zapier screen updates to show your account is linked. Click Continue.
If you have selected Application Stage Update or New Application as the Event, Zapier will give you the option to choose a job to filter applications by. This will restrict the Zap to working only for the roles you select here. If you don't want to restrict the Zap, click on Continue.
If you have selected New Job as the Event, Zapier will give you the option to select:
Which types of new jobs would you like to be notified on. You have the choice of either 'Open jobs only' or 'Draft and open jobs'
Which visibility statuses should we use to filter the new jobs would you like to be notified on. You have the choice of 'Public jobs only', 'Internal jobs only' or 'Public and internal jobs.
Choose the options that suit you best and click continue.
Zapier will then ask you to Test your trigger, to confirm that your trigger is set up correctly, click Test trigger.
Zapier will then load an example record for the Event you've chosen - either a job or a candidate. You can review the record to check that it is right for the Zap you want to set up. When you're happy, click Continue with selected record.
Set up Actions in Zapier based on the trigger from Pinpoint
You'll then be shown the search box, where you'll search for the app or tools where you'd like an Action to take place.
From here, please follow Zapier's own help guide to setting up an Action - Actions can work in a range of ways depending on the app or tool you'd like to connect to.