Greenhouse automations

Availability: External Automations feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.

Learn how to set up automations in your templates here. 

Move a document to the candidate record in Greenhouse 

1. Select “When PandaDoc document status changed then upload PDF to candidate record in Greenhouse”
2. Select trigger status for any PandaDoc documents created and linked to the Greenhouse candidate record — you can choose between “Sent” and “Completed”
3. Authorize connection between Greenhouse and PandaDoc via Workato 
4. Select Save
5. Create a document using this template
6. Then, in the document, select Apps on the right panel
7. Click on the Greenhouse tile, select Link document and search for the candidate record by scrolling down the list or typing their full email address, finally, click Link

Once you link the document to the Greenhouse candidate record, the PDF will be automatically uploaded to "All attachments" under the Details tab in the candidate record once it’s been sent or completed (depending on your automation setup).

Create a candidate record in Greenhouse when document status changes 

1. Select “When PandaDoc document status changed then create a candidate record in Greenhouse”
2. Select trigger status for any PandaDoc documents created and linked to the Greenhouse candidate record — you can choose between “Sent” and “Completed”
3. Authorize connection between Greenhouse and PandaDoc via Workato 
4. Select a template role for your future candidate 
5. Copy the Job’s id from its URL in Greenhouse and paste it under the selected role 
6. Select Save
7. Click Use this template and assign your candidate to the role you’ve selected 

The candidate record will be automatically created under Candidates in a Job once it’s been sent or completed (depending on your automation setup).

Change application stage in Greenhouse when document status changes 

1. Select “When PandaDoc document status changed then change application status in Greenhouse”
2. Select trigger status for any PandaDoc documents created and linked to the Greenhouse candidate record — you can choose between “Declined” and “Completed”
3. Authorize connection between Greenhouse and PandaDoc via Workato 
4. Select application status — you can choose between “Mark candidate as hired” and “Decline candidate”
5. Select Save
6. Then, click Apps on the right panel
7. Click on the Greenhouse tile > Change variables > select Application > click Change
8. Select Use this template and link the template to the Job record you need and click Link
9. Next, assign recipients to roles and send the document 

The application status will be automatically updated in a Job once the document is sent or completed (depending on your automation setup).