Connect PDF Gate and Recruit CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an Action
Automatically do this!
Add Note
Add Hostlist
Assign Candidate
Ready to use PDF Gate and Recruit CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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.
Do thisActions
Action is the task that follows automatically within your PDF Gate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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Frequently Asked Questions
To start, connect both your PDF Gate and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how PDF Gate data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PDF Gate and Recruit CRM 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 PDF Gate and Recruit CRM. 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.
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