Integrating with StaffCircle

StaffCircle combines engagement, performance management, and development to build culture and boost productivity. With its suite of employee-centric tools, you can view employee insights, reduce manual processes, and retain and progress your top talent.

Through this integration via Zapier, you can set up a Zap that will create a new user in StaffCircle once a candidate is moved to the Hired stage in Workable. 

 

Setting up the integration

To set up the integration, you’ll need a Zapier account. If you don’t have one already, sign up to get started and create a new zap. 

Step 1 - Set the trigger

We need to tell Zapier that when a candidate's stage is updated in Workable (the trigger), a new user should be created in StaffCircle (the action).

1. Choose Workable as the trigger app, then ‘Updated Candidate Stage’ as the event, and click Continue.
2. Log into your Workable account.
3. Choose a job (or leave blank if you want this to apply to all hired candidates) and set the stage to Hired.
   
4. Next, test the trigger or continue to the next step.

Step 2 - Generate an API key

Before completing your Zap follow the below instructions:

1. Log into your StaffCirce account.
2. Go to the Integrations section (as an admin) and click on the API Key tab.
3. Create an API Key and note it down. This will be used in the Zap in the next step.
4. Select the Claim called Directory.

Step 3 - Set the action

1. Create a new step in your Zap called Custom Request.
   
2. Set the information as shown below:
   
3. Next, test the action or activate the Zap.

Step 3 - Activate the Zap

Review the trigger and action steps and turn on your Zap by clicking Publish.