Overview

Lever is a recruiting software platform that combines applicant tracking (ATS) and candidate relationship management (CRM) to help companies manage hiring pipelines, schedule interviews, and track candidates through the recruiting process.

Persona’s integration with Lever helps Recruiting Operations, Talent Ops, and Compliance teams connect recruiting pipeline context to identity workflows in Persona. You can pull key candidate and opportunity details from Lever to enrich decisions in Persona, and write outcomes back to Lever (for example, via tags) so recruiters can see status updates without switching tools.

Benefits

Recruiting-to-identity alignment: Keep recruiting teams and identity/compliance teams aligned by surfacing Persona outcomes directly on Lever opportunities.

Less manual coordination: Reduce copy-paste and status chasing by automating data lookups and tag updates through workflows.

Scalable pipeline automation: Use filters (like stage, source, tag, and timestamps) to programmatically find the right opportunities—supporting high-volume hiring and review processes.

Integration Features

The Lever integration connects Persona workflows to recruiting pipeline data in Lever. Key capabilities include:

• Opportunity Lookup: Find opportunities using flexible filters (for example, stage, tags, source, and timestamps) to support dynamic workflows.
• Opportunity Enrichment: Retrieve detailed opportunity context (such as candidate contact info, current stage, and stage change history) to inform workflow decisions.
• Tag Write-Back: Add tags to opportunities to reflect Persona outcomes (for example, “Verified” or “Needs Review”) directly in Lever.
• Tag Hygiene: Remove tags when statuses change so candidate records stay accurate over time.

Setting up the Lever integration

Prerequisites

To set up the Lever integration, ensure you have:

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

Setting up the Lever Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and select Lever.
2. Click Add Credential at the top of the page.
3. Enter a credential nickname, then click Continue.
4. If prompted, sign in to Lever and approve access for Persona.
5. After the credential is created, click Test to confirm it’s working. You can remove the credential at any time.

Using the Lever 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 Lever, then choose your saved Lever credential.
4. Select the operation you want to run, then map Persona data into the input fields.
5. Save/publish the workflow.

Lever Operations Overview

In addition to syncing field values, Persona can list and retrieve opportunities and add or remove opportunity tags using Lever’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 Lever integration:

List Opportunities Workflow Action Step

This action retrieves a list of opportunities from Lever so workflows can find the right candidate records dynamically—without needing a pre-known opportunity ID. It’s especially useful for operational flows that need to search by common recruiting attributes (like stage, tag, or email) and then take follow-up actions once the correct opportunity is identified. Results are returned in pages, so you can iterate through large pipelines over time.

Configuration Steps:

• Optionally add:
  • Limit (how many opportunities to return per page)
  • Offset Cursor (to fetch the next page of results)
  • Include (to include additional fields in the response)
  • Expand (to expand nested IDs into full objects)
  • Filters, such as:
    • Tag
    • Email
    • Origin
    • Source
    • Confidentiality
    • Stage ID
    • Posting ID / Archived Posting ID
    • Created/Updated/Advanced/Archived timestamp windows
    • Archived / Snoozed status
    • Contact ID
    • Archive Reason ID

Retrieve Opportunity Workflow Action Step

This action retrieves a single opportunity by its identifier, returning detailed candidate and pipeline context. Use it when you need the most up-to-date view of a candidate’s recruiting record—such as their current stage, tags, contact information, and stage change history—before making a workflow decision or writing results back. It’s also helpful when you want to confirm you’re updating the correct record before applying tag changes.

Configuration Steps:

• Provide values for required fields:
  • Opportunity ID
• Optionally add:
  • Include (to include additional fields in the response)
  • Expand (to expand nested objects inline)

Add Opportunity Tags Workflow Action Step

This action appends one or more tags to an existing opportunity, preserving any tags already present on the record. It’s commonly used to reflect Persona outcomes inside Lever (for example, “Verification Passed,” “Manual Review,” or “Do Not Hire”) so recruiters and hiring teams can quickly understand status at a glance. Because tags can be applied automatically, it also supports consistent reporting and downstream automation in Lever.

Configuration Steps:

• Provide values for required fields:
  • Opportunity ID
  • Tags (one or more tags to add)
• Optionally add:
  • Perform As (apply the update on behalf of a specific Lever user)
  • Expand (to expand nested objects inline)

Remove Opportunity Tags Workflow Action Step

This action removes one or more specified tags from an opportunity while leaving all other tags unchanged. It’s useful for keeping records current as investigations progress—for example, removing “Needs Review” after a case is resolved, or clearing an outdated status tag before applying a new one. This helps ensure recruiters and operators are seeing the most accurate, actionable status in Lever.

Configuration Steps:

• Provide values for required fields:
  • Opportunity ID
  • Tags (one or more tags to remove)
• Optionally add:
  • Perform As (apply the update on behalf of a specific Lever user)
  • Expand (to expand nested objects inline)

FAQs

What data can Persona pull from Lever?

Persona can retrieve opportunity and candidate context such as name, headline, location, email addresses, phone numbers, links, tags, sources, current stage, and stage change history. Your available fields may vary depending on how you configure include/expand options in the workflow action.

What’s the best way to update the right candidate record in Lever?

If you already have an Opportunity ID, use Retrieve Opportunity first to confirm you’re working with the correct record, then use Add Opportunity Tags or Remove Opportunity Tags to write outcomes back. If you don’t have an Opportunity ID, start with List Opportunities and filter by something stable (like email, stage, or tag), then pass the resulting Opportunity ID into your write-back step.

How can I work with a large set of opportunities?

Use List Opportunities with pagination. When Lever returns a next cursor, pass that cursor into the next run of the action (as the offset cursor) to retrieve the next page of opportunities.