Leadline DocsConfigure Sync to ATS Automation
Overview
This playbook covers how to configure a Sync to ATS automation on a Workflow stage in Leadline.
→ See 113 - Workflows for full product knowledge on Workflow Automations.
→ See 120 - ATS-Integrations for more information on ATS integrations and what candidate information is supported when triggering syncs.
How Do I Configure Sync to ATS Automation?
- Select the workflow you want to add the automation to.
- Click the Automations tab at the top.
- Click the stage where you want to send candidates to your ATS, typically the final stage once a candidate is qualified and ready to be hired.
- Under the automation dropdown, select "Send Candidate to ATS."
Note: This automation is limited to one stage per workflow. It's typically applied to the final stage, where the candidate leaves Leadline and moves into a different system.
- Click "Save Automation."
- Click "Save" at the bottom right.
The Sync to ATS automation is now configured for that stage.
Related Topics
113 - Workflows — Full product knowledge on Workflow Automations 120 - ATS-Integrations — Learn about ATS integrations and supported candidate information 1007 - Configure-Email-Automation — Instructions for configuring email automations 1008 - Configure-SMS-Text-Message-Flow-Automation — Instructions for configuring SMS Message Flow automations 1010 - Remove-Workflow-Automation — Instructions for removing automations from a Workflow stage