Overview

Join is an applicant tracking system (ATS) and recruitment platform that helps teams manage hiring workflows—from job posting to candidate and application management. Persona’s Join integration connects your identity workflows in Persona to your hiring workflows in Join, so teams can access hiring context and take action without switching tools.

With this integration, you can pull key job and application details from Join to inform decisions in Persona, then write outcomes back into Join (for example, by adding candidate notes or updating tags) to keep your recruiting system of record up to date.

Benefits

• Faster recruiting workflows: Automatically pull the right job and application context into Persona so operational steps don’t rely on manual lookups.
• Stronger auditability: Write verification outcomes back into Join (for example, as notes or tags) so recruiting teams can see what happened and when, directly in the ATS.
• Reduced tool switching: Let teams manage identity-related decisions from Persona while keeping Join updated with structured outputs.

Integration Features

Persona’s Join integration brings recruiting context into Persona and supports write-back actions into Join. Key capabilities include:

• Retrieve job context: Access job details so workflows can route or enrich downstream steps based on the role being hired for.
• Retrieve application + candidate context: Pull application details—including candidate information and screening responses—so Persona workflows can make better-informed decisions.
• Create applications: Create a new candidate application in Join from Persona, including core candidate details and optional documents.
• Update candidate tags: Maintain consistent tagging in Join (for example, to reflect Persona outcomes) by replacing the candidate’s current tag set with a new one.
• Create candidate notes: Add a note to a candidate record so recruiting teams can quickly see the latest identity workflow outcome in Join.

Setting up the Join integration

Prerequisites

To set up the Join integration, ensure you have:

• Admin access to your Join account
• Necessary API permissions to access Join credentials

Setting up the Join credentials

1. In Join, generate or retrieve your API token from your user settings (Join documents this under API credentials / API token in user settings).
2. In the Persona Dashboard, go to Integrations > Marketplace and select Join.
3. Click Add Credential.
4. Enter a credential nickname (so teammates can recognize this connection).
5. Paste your Join API token, then save. Keep this token secure, as it grants access to your Join account data.

Using the Join integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action step > Integrations.
3. Select the Join integration and choose your saved Join credential.
4. Choose the Join operation you want to run (for example, Retrieve Application or Create Candidate Note), then map fields from Persona into the input fields.
5. Save and publish the workflow.

Join Operations Overview

In addition to syncing field values, Persona can create applications, update candidate tags, and create candidate notes using Join’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms. See below for a comprehensive list of available Workflow Action steps and possible configurations for the Join integration:

List Jobs Workflow Action Step

Use this action to pull a list of jobs from Join so workflows can reference the correct role (for example, to determine which job a candidate is associated with before writing outcomes back). This is often used to power dynamic selection (choose a job first, then proceed with job-specific logic).

Configuration Steps:

• Optionally add:
  • Pagination settings (for example, page and page size)
  • Filtering inputs supported by Join (for example, narrowing to a subset of jobs)

Retrieve Job Workflow Action Step

Use this action to pull detailed information for a specific job when your workflow already has a job identifier. This is helpful when you want the workflow to enrich a case or decision step with job-level context (such as job title or status) before taking further action.

Configuration Steps:

• Provide values for required fields:
  • Job ID

List Applications Workflow Action Step

Use this action to retrieve applications from Join so your workflow can find the right application record to review or enrich. This is useful for periodic checks (for example, reviewing recently updated applications) or for locating an application before retrieving full details.

Configuration Steps:

• Optionally add:
  • Pagination settings (for example, page and page size)
  • Filtering inputs supported by Join (for example, narrowing to a specific job or hiring state)

Retrieve Application Workflow Action Step

Use this action to pull full details for a specific application, including associated candidate information. It’s commonly used when you need a reliable source of truth for the candidate ID (to write notes/tags) or when you want to evaluate screening answers and attachments as part of your workflow logic.

Configuration Steps:

• Provide values for required fields:
  • Application ID

Create Application Workflow Action Step

Use this action to create a new application for a candidate on a specific Join job. This is useful when Persona is the system initiating an identity step (or consolidating candidate intake) and you want Join to reflect that candidate/application record immediately.

Configuration Steps:

• Provide values for required fields:
  • Job ID
  • Candidate first name
  • Candidate last name
  • Candidate email
• Optionally add:
  • Candidate phone number
  • Application source (the channel the candidate came from)
  • Integration external ID (an external identifier for the application)
  • Documents (each document includes a document type and file name, along with the file content)

Update Candidate Workflow Action Step

Use this action to update properties on a candidate record—most commonly, to manage candidate tags from Persona. This helps teams keep Join aligned with identity outcomes (for example, adding a “verified” tag), without requiring a recruiter to manually update the candidate profile.

Configuration Steps:

• Provide values for required fields:
  • Candidate ID
• Optionally add:
  • Tags (note: updating tags replaces the candidate’s current tags with the new set)

Create Candidate Note Workflow Action Step

Use this action to add a note to a candidate record in Join. Notes are a simple way to surface verification outcomes, rationale, or next steps to recruiters and hiring managers directly where they review candidates.

Configuration Steps:

• Provide values for required fields:
  • Candidate ID
  • Note content

FAQs

How do I get a Join API token?

Join provides API token instructions in user settings (under API credentials / API token). Follow Join’s documented steps to generate or reveal your token, then paste it into Persona when adding a Join credential.

Do I need a specific Join plan to use the API?

Join notes that API access is only available on the Advanced and Enterprise plans.

How do I find the Job ID, Application ID, or Candidate ID to use in workflow actions?

Use the relevant “List” actions to locate records and their IDs, then use “Retrieve Application” to access the associated candidate details (including the candidate ID) before running write-back steps like updating tags or creating notes.