Sending Cappfinity assessments and event invitations through Pinpoint allows you to efficiently manage candidate evaluations and event participation directly from their profiles.
This integration ensures that once Cappfinity returns the results, assessment scores, statuses, and event outcomes are conveniently displayed in one place.
You can also send assessments and event invitations automatically, using stage actions, so candidates are invited as soon as they reach the right stage of your hiring process.
How do I Set Up Cappfinity Integration?
To link your Pinpoint and Cappfinity accounts, you'll need to enter your Cappfinity credentials, enable the integration, and configure event groups if you plan to use events. Follow these steps to complete the setup:
Obtain Your Cappfinity Credentials
Before starting, make sure you have your Cappfinity username and password ready.Access the Integrations Menu
In Pinpoint, navigate to the Settings > Integrations menu.
Select the Cappfinity Integration
In the integrations menu, click on the Apps button and either search for Cappfinity or scroll to find it. Click the Add button for that integration.
Enter Your Credentials
Paste your Cappfinity username and password into the corresponding fields and press Save.
Enable the Integration
Toggle the setting in the top right corner from Disabled to Enabled.
If you want to invite candidates to events, complete the following additional steps:
Enable Events with Self-Led Booking
Contact Cappfinity to set Event Notifications to use the PUSH option, ensuring Pinpoint can receive necessary results.Create Event Groups
In the Cappfinity Event Builder, create Event Groups for different types of events and enable Self-Led Booking for each group.Link Event Groups to Pinpoint
Copy the Group Identifier from Cappfinity and paste it into the Event Group ID field in Pinpoint, providing a clear Display Name for identification.
Save Your Setup
After saving your configuration, your integration will be ready to send assessments and event invitations.
How do I Send a Candidate an Assessment?
To send an assessment to a candidate, follow these steps:
Access the Candidate's Profile
Open the candidate's profile and select the Send Cappfinity assessment option from the action button (three small dots).
Confirm Email and Select Assessment
Pinpoint will prompt you to confirm the email address for sending the assessment and choose the desired assessment from those available in your Cappfinity account. You can also tick the "Require extra time?" checkbox if necessary.Review Assessment Status
After sending the assessment, a new tab named 'Assessments' will appear, showing both current and completed assessments with the newly sent one labeled as "Pending."
Once the candidate has completed the assessment, Cappfinity will provide statuses such as PASS, FAIL, CONSIDER, EXPIRED, or AWAITING MANUAL SCORING. A link to the Cappfinity report will also be available for a more detailed breakdown of the candidate's performance.
How do I Invite a Candidate to a Cappfinity Event?
You can invite candidates to self-book an event through Cappfinity using the following steps:
Access the Candidate's Profile
Select the three-dot menu (⋯) and choose Send Cappfinity Event Invitation.Select the Event Group
Choose an event group from those configured in your integration settings.Send the Invitation
Pinpoint will email the candidate with a link to self-book an event (this email cannot be edited).Track Event Outcomes
Once Cappfinity returns the results, you’ll see the event outcomes in the candidate's profile, including overall decisions and scores.
After the candidate completes their event, review their results and proceed with your hiring workflow as usual.
How do I send Cappfinity assessments and events automatically?
Stage actions let Pinpoint send a Cappfinity assessment or event invitation for you whenever a candidate moves into a particular stage.
You set it up once per stage, and every candidate who reaches that stage is invited automatically. This saves your team time and makes sure no candidate is missed.
There are two Cappfinity stage actions:
Stage action | What it does |
Send Cappfinity Assessment | Sends the assessment you choose to each candidate who moves into the stage. |
Send Cappfinity Event | Invites each candidate who moves into the stage to book themselves onto an event from the Event Group you choose. |
✅ Permissions
You need permission to manage jobs (or company settings) to add stage actions, and the Cappfinity integration must be enabled. The Cappfinity options do not appear in the list while the integration is disabled.
To set up a stage action:
Open the job (or the hiring workflow it uses) and go to its stages.
Click Edit Stage on the stage that should trigger the invitation. Any stage can be used.
Under Stage Actions, click Add stage action.
Choose Send Cappfinity Assessment or Send Cappfinity Event.
For an assessment, choose the package from the Assessment list. The list comes straight from your Cappfinity account.
For an event, choose the Event Group.
Click Add Action.
Click Save Stage.
What happens next:
When a candidate moves into the stage, Pinpoint sends them their invitation email in the same way as when you send one by hand. The assessment appears on the candidate's Assessments tab as pending, and results come back to the same place when the candidate finishes.
Each candidate receives one automated assessment per application. If they already have a Cappfinity assessment on that application, moving them into the stage again does not send another one. Event invitations work the same way, and are counted separately from assessments.
Troubleshooting
What happens if a candidate does not receive their assessment email?
If a candidate reports that they did not receive their assessment email, first verify the email address used in Pinpoint. If it is correct, suggest that they check their spam or junk folders. If the email is still not found, consider resending the assessment.
When I add the stage action I see "We couldn't get the list of assessments from Cappfinity."
Pinpoint could not reach your Cappfinity account. Check that the username and password in Settings > Integrations > Cappfinity are correct and that the integration is enabled, then try again.
FAQs
How long does it take for assessment results to appear in Pinpoint?
Assessment results are typically sent back from Cappfinity shortly after the candidate completes their assessment, but it may take some time for them to reflect in Pinpoint. Check back periodically for updates.
A candidate needs to retake the assessment. Can I move them back into the stage?
No. A stage action only sends one assessment per application. To send another, open the candidate's profile and choose Send Cappfinity assessment from the action menu.
Can a stage action give candidates extra time?
No. The Require extra time? option is only available when you send an assessment by hand. For candidates who need adjustments, send their assessment from the candidate's profile.