As an organization you use different systems to manage your day to day operations. You might use Slack for communicating with colleagues and job seekers, Salesforce to manage your partnerships and Google sheets for everything in between. Sometimes you want to share information across your systems. Maybe you want to get a Slack message when a job seeker receives an offer, or update your job seeker profile in Salesforce when they've received an interview.
action based architecture, along with our Webhooks feature make these and many more integrations possible. Every interaction your job seekers complete within the Huntr platform is logged as an
action, this includes everything from saving a job opportunity, to moving the job to a new stage, to logging a new 'Interview' Activity. Each time a new
action is logged, you can tell Huntr to send this message to another system by creating a
webhook. You can see a full list of all Huntr actions here. This works great if you have an internal (software) dev team that can use these webhooks to create integrations; but the reality is many organizations don't have this luxury. This is where Zapier steps in.
Zapier makes it easy for anyone to connect two applications without knowledge of software development. In this blog I will walk you through creating an integration between Huntr and Slack using Zapier.
Integrating Huntr with Slack through Zapier
The goal of this integration is to send a message to a Slack channel whenever a job seeker within my organization logs a job offer. Hopefully this integration will give you the basic knowledge you need to setup more custom integrations on your own. Let's get started!
1) Sign up for a Zapier account
You can sign up for zapier through this link. Once you have signed up, you should see a page similar to the one below; click on the 'Make a zap' button. A zap represents an integration between two applications.
2) Setup the Huntr Webhook as a trigger
In Zapier, a trigger is the action that will initiate the 'Zap'. In our case, our trigger is a Huntr Webhook being received.
- After you clicked the 'Make a zap' button, you should see a page similar to the one shown below. In the 'Choose App & Event' search box enter
Webhooks by Zapier, and click on the Webhooks by Zapier option.
- You should now see a list of Event options, select the 'Catch Hook' option as shown below; then click 'Continue'.
- At this point, you should be looking at a page similar to the one below that has a 'Custom Webhook URL' field. This is the address that Zapier will be expecting Huntr to send any messages to, so we need to provide Huntr with this address. Go ahead and click on the 'Copy' button to copy the url.
- Now log in to your Huntr Advisor portal, head to the 'Developers' tab, click on 'Webhooks' and finally click on the '+ Webhook' button. Now enter the URL you copied from Zapier into the text box in your Huntr portal, then click 'Create endpoint'. Now any actions that happen in Huntr will be sent to Zapier.
- Before heading back to Zapier we want to make sure that Zapier receives the type of Action that we are listening for, as it will make the rest of the setup A LOT easier. So, before going back to Zapier, jump into a test job seeker account from your advisor portal and complete the desired action. For this exercise I care about looking at 'Offer Received' activities, so I am going to jump into one of my test job seeker boards and log an 'Offer Received' activity as seen in the screenshot below.
- Now head back to Zapier and click the 'Continue' button. At this point, you should see a 'Test trigger' button. Click the button. This will pull the latest actions that Huntr has sent to Zapier. If everything is working, you should see a 'We found a request!' message on the screen. If there is more than one message available, you will be able to see them through the dropdown. Make sure that you select the message type you care about, in our case we want to select the message where
activityCategory__name: Offer Received. Once you've selected the correct message click Continue.
3) Filter out unwanted messages
At this point Huntr will be sending all actions to Zapier. This includes any job saves, moves, updates, deletions and the same for any notes, contacts and activities.
For this sample integration we don't care about most of those actions, we just want our 'Zap' to send a slack message when an Activity named 'Offer Received' is created. If your integration should be triggered for all Huntr actions, then you can skip this step and go directly to step 4.
In order to fix the 'unwanted actions' problem we need to add a new 'Filter' stage to our Zap. Here is how to do this:
Click on the small + icon as seen in the screenshot below.
Select the 'Filter' option.
Now setup your filter conditions. For our integration, we only want to allow messages where
Action Type: ACTIVITY_CREATEDand
Activity Category Name: Offer Received; so we enter those conditions accordingly as you can see below and then click on 'Continue'.
If the sample message you selected in Step 2 matches your conditions, then you should see a 'Your Zap would have continued' message. Finally, click on 'Done Editing' section.
We are finally ready to setup the 'Action' portion of our Zap. In our case, this means sending a message to Slack.
4) Setup Zapier Action
Click on the 'Do this' block and enter the name of the application you want to send information to. In our case, this is Slack. Select the application from the options.
Select the event you wish to trigger on the Application. For us, this is 'Send Channel Message'. After selecting the event, click Continue.
Choose the account you want to use for this Zap. In this case, I've already linked my Slack account with Zapier; you'll be able to do this by clicking on the '+ Add a new account option' and following the prompts from there. After you've linked your application (Slack, Salesforce, Google Sheets, etc) with Zapier, just click the Continue button.
Here's where the fun starts! This section is where you get to design the action that will occur in your application (i.e: Slack).
For our Slack integration, this is were we get to pick what channel to send the message to, and write the message copy by pulling information from the data received from Huntr. This section will be different for each application and action you want to trigger within that application. So, from this pont on, the instruction are specific to sending messages to Slack. With that said, Zapier's UX is simple enough that you should not have issues completing this section for your use case.
Pick a Slack channel to send the message to. I've already created a 'jobsearchactivity' channel in Slack for this integration, so that's what I will choose.
Enter the message text. For my integration I want the Slack message to say
<GivenName> <LastName> just received an offer from <EmployerName> for the <JobTitle> position. Zapier makes this super easy by letting you combine text with information pulled from the Huntr message; look at the image below to see what I mean. Once you're happy with your message click Continue.
Click Test & Continue
You should now see your first message in Slack 🎉
Turn on your zap. Once you are ready for messages to start streaming from Huntr to Slack, just toggle the Off option in your Zap to On.
You will need to upgrade to a paid Zapier plan
The Webhooks by Zapier channel, along with the Message Filter functionality are both exclusive to paid Zapier plans. So in order to turn on the Zap you created above, you will need to upgrade to one of Zapier's paid plans, which start at $19.99 per month. Here is a link to Zapier's pricing page.