Workable integration overview

Overview

Workable is a recruiting software platform that helps teams post jobs, track candidates, and manage the hiring process. Persona’s Workable integration connects your Workable account to Persona Workflows so you can incorporate recruiting context—like job details, candidate profiles, and candidate activity—into automated identity and hiring processes.

This integration is especially useful for Recruiting Operations and People Operations teams that want to reduce manual data entry and keep hiring systems aligned as candidates move through the pipeline.

Benefits

• Reduced manual work: Automatically create or update candidate records from Persona instead of copy-pasting candidate details between systems.
• More consistent candidate records: Keep key candidate fields (like contact information and profile details) up to date as your workflow progresses.
• Better pipeline visibility in workflows: Pull a candidate’s activity stream (including stage transitions and comments) to inform downstream workflow decisions.
• Faster recruiting handoffs: Give teams the context they need (job and candidate details) where they’re already working in Persona.

Integration Features

The Workable integration enables teams to incorporate recruiting context into Persona workflows. Key capabilities include:

• List Jobs: Retrieve a list of jobs (including job shortcodes) with optional filtering by job state and timestamps.
• Create Candidate: Create a new candidate for a specific job using core candidate details (for example, name and email) and optional profile fields.
• Update Candidate: Partially update an existing candidate by sending only the fields you want to change.
• Get Candidate Activities: Retrieve a candidate’s activity stream, including stage transitions, comments, and other hiring-related events.

Setting up the Workable Integration

Prerequisites

To set up the Workable integration, ensure you have:

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

Setting up the Workable Credentials

1. In the Persona Dashboard, go to Integrations > Marketplace and select Workable.
2. Click Add Credential.
3. Enter a credential nickname and your Workable account details (including your Workable subdomain and API token).
4. Click Continue to save the credential.
5. After the credential is created, click Test to confirm it’s working. You can remove the credential at any time.

Using the Workable Integration in a Workflow

1. Create a new workflow (or open an existing one).
2. Add an Action step and choose Integrations.
3. Select Workable and pick your saved credentials.
4. Choose the operation you want to run (for example, Create Candidate or Update Candidate) and map Persona data into the Workable fields.
5. Save and publish the workflow.

Workable Operations Overview

In addition to syncing field values, Persona can list jobs, create candidates, update candidate profiles, and retrieve candidate activity streams using Workable’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 Workable integration:

Listing Endpoints

These endpoints help Persona fetch lists that can be used in workflows (for example, when selecting the right job to associate with a candidate).

• List jobs: Returns a paginated list of jobs in your Workable account and includes each job’s shortcode, which can be used when creating candidates for a specific role. This is helpful for keeping workflows aligned to the current set of open roles without requiring someone to manually look up job identifiers.

  Configuration Steps:

  • Provide values for required fields:
    • None
  • Optionally add:
    • State (Draft, Published, Archived, Closed)
    • Limit
    • Since ID
    • Created After (timestamp)
    • Updated After (timestamp)

Create a candidate for a job

Create a new candidate under a specific job so recruiting teams can start tracking an applicant in Workable as part of a Persona-driven workflow. This action requires basic candidate identity fields and supports adding additional profile details—such as a cover letter, education history, work experience, and social profiles—when available.

Configuration Steps:

• Provide values for required fields:
  • Job shortcode
  • Candidate first name
  • Candidate last name
  • Candidate email
• Optionally add:
  • Headline
  • Summary
  • Address
  • Phone
  • Cover letter
  • Education entries (for example, degree, school, field of study, start date, end date)
  • Experience entries (for example, title, summary, company, industry, start date, end date, current)
  • Social profiles (for example, type, name, username, URL)

Update a candidate

Update an existing candidate by sending only the fields you want to change, which helps keep Workable aligned as new information becomes available during your workflow. This is useful when your workflow learns additional candidate context over time and you want Workable to reflect the latest details without overwriting fields unnecessarily.

Configuration Steps:

• Provide values for required fields:
  • Candidate ID
  • Candidate fields to update
• Optionally add:
  • First name
  • Last name
  • Email
  • Headline
  • Summary
  • Address
  • Phone
  • Cover letter
  • Education entries
  • Experience entries
  • Social profiles

Get candidate activities

Retrieve a candidate’s activity stream to understand what has happened in the hiring process, including stage transitions, comments, and other hiring-related events. This can be used to enrich workflow context or to drive conditional logic (for example, taking different actions depending on the most recent stage-related activity).

Configuration Steps:

• Provide values for required fields:
  • Candidate ID

FAQs

What Workable subdomain should I use when configuring credentials?

Use the subdomain of your Workable account (for example, if your Workable account is hosted at a URL that includes acme, your subdomain would be acme).

What information is required to create a candidate?

Creating a candidate requires the candidate’s first name, last name, and email, along with the job’s shortcode (so Workable knows which job the candidate should be associated with).

Can I filter the job list returned by Workable?

Yes. When listing jobs, you can optionally filter by job state (Draft, Published, Archived, or Closed) and by created/updated timestamps, and you can page through results using limit and an ID-based cursor.