Connect Recruit CRM and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Log Added
Call Log Updated
Candidate Assigned
Candidate Added
Candidate Applied Through Job Page
Candidate Deleted
Candidate Enrolled
Candidate Hiring Stage Updated
Candidate Updated
Company Added
Company Updated
Company Deleted
Contact Created
Contact Updated
Contact Deleted
Deal Added
Deal Updated
Deal Deleted
Job Created
Job Updated
Job Deleted
Task Created
Task Updated
Task Deleted
Meeting Added
Meeting Updated
Hotlist Added
Record Added to Hotlist
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Recruit CRM and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Added
Triggers when a new call log is added.
Call Log Updated
Triggers when a new call log is updated
Candidate Assigned
Triggers when a candidate is assigned to a job.
Candidate Added
Triggers when a new candidate is added.
Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Candidate Deleted
Triggers when a candidate is deleted.
Do thisActions
Action is the task that follows automatically within your Recruit CRM integrations.
Add Note
Creates a new note
Add Hostlist
Creates a new hostlist
Assign Candidate
Assign a candidate to a job.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Recruit CRM and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruit CRM triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Recruit CRM data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Recruit CRM and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Recruit CRM and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Recruit CRM
Recruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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