When a candidate applies for a role through Workable they receive an automated email to confirm that their application was received correctly. Using Workable’s integration with Zapier, you can also send a customised email to every applicant.
Zapier has a free account for basic use. For heavy use, there are tiered pricing options.
To begin: log in to Zapier and make a new Zap.
Step 1: Set the trigger
We need to tell Zapier that when a new candidate is received in Workable (the trigger), then an email should be sent (the action).
On the left-hand side of Zapier choose Workable as the trigger app, and then ‘New candidate’.
Connect your Workable account.
Choose your Workable account, the job (leave blank if you want all applicants to receive this email) and set the stage to Applied.
Step 2: Set the action
For the next step in Zapier, set the action by selecting Gmail and then ‘Send Email’. (Note, in this example, email is sent through the user’s Gmail account. You could also select Office 365.)
Connect or select the email account you’d like to use. You need to be able to verify the account (Zapier will send you an email to do this) so it has to be an account you have access to.
You might want to use a generic email address like firstname.lastname@example.org (don’t forget that you’ll need access to the email@example.com address so Zapier can verify it). The email address you choose will be shown to candidates and they will be able to reply directly to it.
Setup the email template you want to use and send out a test email.
Important: When you send out a test email, Zapier will actually send an email to a candidate. If you don't want to contact a candidate, select the option to preview the sample.
Step 3: Activate the Zap
Review the trigger and action steps and turn your Zap on. Candidates who apply will now automatically get your customized email!