Overview
SmartRecruiters is a talent acquisition suite with recruitment marketing, applicant tracking, and hiring tools. Persona’s SmartRecruiters integration connects your Workflows to SmartRecruiters candidates and jobs, so recruiting, operations, and compliance teams can pull candidate context into Persona and write verification outcomes back without copying them by hand.
Common uses include verifying the identity of candidates who reach a particular stage, tagging candidates in SmartRecruiters with the result, and starting a Workflow when something changes in SmartRecruiters.
Integration features
- Candidates: List and search candidates, retrieve a candidate’s details, status history, attachments, and application status, create a candidate on a job, and set candidate property values.
- Candidate tags: Retrieve, add, replace, or delete a candidate’s tags, for example to mark a candidate as
persona-verified. - Jobs: Create a job, publish it, and list its publications.
- Configuration lookups: List the industries, job functions, experience levels, types of employment, departments, candidate and job properties, and predefined locations your SmartRecruiters company uses.
- Webhooks: Start a Workflow from a SmartRecruiters event notification, and manage SmartRecruiters webhook subscriptions from a Workflow.
Prerequisites
Before configuring the integration, you need:
- A SmartRecruiters account.
- A SmartRecruiters API key created with the Admin system role. Managing webhook subscriptions requires the Admin role; other roles get a
NO_PERMISSION_TO_MANAGE_WEBHOOKSerror.
Set up SmartRecruiters credentials
- In SmartRecruiters, go to Settings > Administration > App management > Custom applications.
- Click New Credential and choose API Key.
- Enter a credential name and description, set the system role to Admin, and click Generate. Copy the API key.
- In the Persona Dashboard, go to Integrations > Marketplace and select SmartRecruiters.
- Click Add Credential, enter a nickname for the credential, choose the Production or Sandbox SmartRecruiters server, and paste the API key.
- Save the credential.
Use SmartRecruiters in a Workflow
- Create a Workflow, or open the Workflow you want to update.
- Add an Action step and select Integrations.
- Select SmartRecruiters, choose the saved credential, and select an action.
- Map Persona data to the action’s input fields.
- Save and publish the Workflow.
Start a Workflow from SmartRecruiters events
The integration includes an Event notification webhook that can trigger a Workflow whenever a SmartRecruiters event it is subscribed to fires, such as candidate.created, candidate.updated, or application.status.updated.
- In the Persona Dashboard, open the SmartRecruiters integration page and add a webhook. Enter a nickname, select the environments it should be active in, and fill in the Header name and Header value Persona uses to authenticate incoming deliveries.
- Copy the webhook URL Persona generates.
- Create a SmartRecruiters webhook subscription with that URL as the Callback URL and the events you want, using the Create webhook subscription action or the SmartRecruiters API.
- Activate the subscription with the Activate webhook subscription action. SmartRecruiters delivers no events until a subscription is activated.
Each environment you select for the webhook runs the Workflow in that environment when an event arrives.
An event notification carries the event name, version, and ID, a link to the changed resource, and only the identifiers of what changed, such as the candidate ID, job ID, or application ID. Use those identifiers with actions like Retrieve candidate details to fetch the full record.
SmartRecruiters actions
Candidates
- List candidates: Returns candidates who have at least one job application. Optional filters: Query, Job IDs, Locations, Statuses, Sub-status, Tags, Updated After, Limit, Page ID.
- Retrieve candidate details: Returns a candidate. Requires Candidate ID.
- Create candidate: Creates a candidate and assigns them to a job. Requires Job ID, First Name, Last Name, and Email. Optional fields include Phone Number, Location, Web Profiles, Tags, Education, Experience, Source Details, and Internal. If no source is set, SmartRecruiters records the API as the source.
- Retrieve candidate status history for job: Requires Candidate ID and Job ID.
- List candidate attachments for job: Requires Candidate ID and Job ID.
- Update candidate property values: Sets candidate property values for the candidate’s job. Requires Candidate ID and Job ID. Use List candidate properties to see the properties your company has configured.
- Retrieve application status: Returns a candidate’s application status for a job posting. Requires Posting UUID and Candidate ID. Find the Posting UUID with List job publications.
- Retrieve job application: Requires Job Application ID.
Candidate tags
- Retrieve candidate tags: Requires Candidate ID.
- Add tags to candidate: Adds tags and keeps the existing ones. Requires Candidate ID and Tags.
- Replace candidate tags: Replaces every existing tag with the list you provide. Requires Candidate ID and Tags.
- Delete candidate tags: Deletes all of a candidate’s tags. Requires Candidate ID.
Jobs
- Create job: Requires Title, Location, Industry, Function, and Experience Level. Optional fields include Reference Number, Target Hiring Date, Department, Type of Employment, EEO Category, Template, Compensation, Job Ad, and Properties. Include any job properties your company marks as required; List job properties shows them.
- Publish job: Publishes the job’s default ad to internal sources and free job aggregators, the same as Publish in SmartRecruiters. Requires Job ID. Optional fields: Aggregators, Visibility, Include Internal, Delay Public In Days.
- List job publications: Requires Job ID. Optional fields: Active Only, Accept-Language.
Configuration lookups
Use these to find valid values for Create job and other actions: List industries, List functions, List experience levels, List types of employment, List departments (requires Company Identifier, the subdomain of your company’s career site), List candidate properties, List job properties, and List predefined locations.
Webhook subscriptions
Create webhook subscription (requires Callback URL and Events), List webhook subscriptions, Retrieve webhook subscription, Delete webhook subscription, Activate webhook subscription, Generate webhook secret key, Retrieve webhook secret key, and Search callback log. Each SmartRecruiters user can register up to 20 subscriptions.
FAQs
Will Add tags to candidate overwrite existing tags?
No. Add tags to candidate keeps the existing tags. Replace candidate tags is the action that overwrites them, so include any tag you want to keep in its list.
Why are SmartRecruiters events not starting my Workflow?
Check that the subscription is activated, since SmartRecruiters sends nothing to an inactive subscription. SmartRecruiters can also suspend a subscription automatically after repeated delivery failures. Use Search callback log to see recent delivery attempts and their results.
Plans Explained
SmartRecruiters Integration by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| SmartRecruiters Integration | Not Available | Not Available | Limited | Available |