Overview

Recruitee is an applicant tracking system (ATS) designed to help businesses manage their hiring process, from sourcing candidates to onboarding. Persona’s Recruitee integration helps recruiting operations, trust and safety, and compliance teams connect candidate records in Recruitee to identity workflows in Persona—so you can automate follow-ups and keep candidate context consistent across tools.

Benefits

Streamlined Candidate Verification: Pull candidate details from Recruitee into Persona workflows to reduce manual data entry and ensure teams are working from consistent candidate information.

Faster Operational Response: Automate downstream actions—like updating a candidate profile when a Persona event occurs—so recruiting teams don’t need to switch tools or copy-paste updates.

More Flexible Workflows: Use filters (such as job/offer, creation date, or messaging activity) to locate the right candidate records and run the right actions at the right time.

Integration Features

The Recruitee integration enables teams to read and update candidate data from Persona workflows. Key capabilities include:

• List Candidates: Search and retrieve candidate records from Recruitee with optional filtering, sorting, and pagination.
• Update Candidate: Update a candidate’s profile details (such as name, email, phone, and links) directly from Persona.

Setting up the Recruitee integration

Prerequisites

To set up the Recruitee integration, ensure you have:

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

Setting up the Recruitee Credentials

1. In Recruitee, generate a personal API token by going to Settings > Apps and plugins > Personal API tokens, then click + New token.
2. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Recruitee.
3. Click Add Credential and enter a nickname to help you identify the connection.
4. When prompted, provide the Recruitee details Persona needs to make requests (for example, your Company ID and the personal API token you generated).

Using the Recruitee 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 Recruitee integration and choose your saved Recruitee credential.
4. Configure the input fields to pass in the correct information (for example, which candidate to update, or which filters to use when searching).
5. Save/publish the workflow.

Recruitee Operations Overview

In addition to syncing field values, Persona can look up candidates and update candidate profile details using Recruitee’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 Recruitee integration:

List Candidates Workflow Action Step

Use this action to retrieve candidate records from Recruitee so your workflow can identify the right person before taking the next step (for example, enriching a Persona case or deciding whether to update a record). You can narrow results using common recruiting signals—like whether a candidate is qualified/disqualified, associated with a specific job, or recently created.

Configuration Steps:

• Provide values for required fields:
  • Company ID
• Optionally add:
  • Limit and Offset (pagination controls)
  • Created After (return only candidates created after a specific date/time)
  • Qualified / Disqualified (filter based on candidate status in at least one job)
  • Offer ID (filter by a specific job)
  • IDs (retrieve a specific set of candidates by ID)
  • Query (search by candidate name or job/offer)
  • Sort (for example, by date or by last message)
  • With Messages / With My Messages (filter based on messaging activity)

Update Candidate Workflow Action Step

Use this action to update a candidate’s Recruitee profile from Persona when new information becomes available (for example, correcting contact information or adding relevant links). Only the fields you provide will be updated, which makes it safe to use for targeted write-backs without overwriting the rest of the candidate record.

Configuration Steps:

• Provide values for required fields:
  • Company ID
  • Candidate ID
  • Candidate fields to update (provide at least one field)
• Optionally add:
  • Name
  • Emails
  • Phones
  • Social Links
  • Links
  • Cover Letter
  • Remote CV URL (a link to a CV hosted externally)

FAQs

How do I create a Recruitee API token?

In Recruitee, go to Settings > Apps and plugins > Personal API tokens, then click + New token. Recruitee notes that personal API tokens don’t expire unless they’re manually revoked, and the token’s permissions depend on the hiring role of the person who created it.

Where can I find my Company ID and Candidate ID?

Recruitee provides several ways to locate IDs used for API calls. For example, Company ID can be found in your Recruitee URL (after company=) or in Recruitee settings, and Candidate ID can be found in the candidate profile URL (after candidate=).

What candidate information can Persona update in Recruitee?

With the Recruitee integration, Persona can update a candidate’s core profile fields, including name, email addresses, phone numbers, social links, web links, cover letter, and a remote CV link—based on what you explicitly configure in your workflow.