Connect Recruitee and M1 Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Candidates
New Offers
New Location
Update Offers
Update Candidate
Update Location
Candidate Moved to Stage
Choose an Action
Automatically do this!
- Request a new Action for M1 Finance
Enable Integrations or automations with these events of Recruitee and M1 Finance
Enable Integrations or automations with these events of Recruitee and M1 Finance
Triggers
New Candidates
Triggers when new candidate is created.
New Offers
Triggers when new offer is created.
New Location
Triggers when new location is created.
Update Offers
Triggers when an existing offer is updated.
Update Candidate
Retrieve candidates from Recruitee that were updated within the recent time window (default 15 minutes).
Update Location
Triggers when an existing location is updated.
Actions
Get a Task
Fetch a specific candidate task from Recruitee, returning its title, completion status, timestamps, and related candidate info.
Add Tag to Candidate
Add one or more tags to a Recruitee candidate to label and organize them for easier search and filtering.
Add a Note to Candidate
Add a Note to Candidate
Create Candidate
Add a new candidate to Recruitee with name, contact details, optional links and cover letter, and attach them to a specified job offer.
Update Candidate
Update a candidate's profile in Recruitee for a specified company — modify name, emails, phones, social links, links, and cover letter.
Delete Candidate
Permanently delete a candidate from your Recruitee account using the candidate ID.
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Frequently Asked Questions
To start, connect both your Recruitee and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Recruitee triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Recruitee data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Recruitee and M1 Finance 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 Recruitee and M1 Finance. 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 Recruitee
Recruitee is a collaborative hiring platform that combines candidate management and ATS features. It helps teams streamline their recruitment processes, enhance candidate experience, and effectively manage talent with its intuitive interface and powerful tools.
Learn MoreAbout M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
Learn More
