Connect Recruiterflow and Relate

Both apps 48Recruiterflow 26Relate 22

• Trigger
  Deal Stage Changed

  Triggers when a deal moves to a new pipeline stage in Recruiterflow.

• Trigger
  New Candidate Created

  Triggers when a new candidate is added to Recruiterflow.

• Trigger
  New Contact Created

  Triggers when a new contact is added in Recruiterflow.

• Trigger
  New Deal Created

  Triggers when a new deal is created in Recruiterflow.

• Trigger
  Placement Record Created

  Triggers when a new placement record is created in Recruiterflow.

• Trigger
  Placement Record Updated

  Triggers when a placement record is created or edited in Recruiterflow.

• Action
  Add call

  Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.

• Action
  Add candidate note

  Adds a note to a candidate record in Recruiterflow.

• Action
  Add candidate to job

  Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.

• Action
  Add contact

  Creates a contact in Recruiterflow and returns the new contact's id.

• Action
  Add deal

  Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.

• Action
  Find candidates by criteria

  Finds candidates matching a set of search filters (for example last activity, tags or stage), returning the matching candidate records.

• Action
  Get candidate

  Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.

• Action
  Get client

  Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.

• Action
  Get contact

  Returns a contact's full record, including company, notes and custom fields.

• Action
  Get deal

  Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.

• Action
  List candidates

  Returns all candidates in the Recruiterflow account, optionally with their files and notes.

• Action
  List contacts

  Returns the contacts in your Recruiterflow account with their details and custom fields.

• Action
  List jobs

  Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.

• Action
  List users

  Returns all users in the Recruiterflow account, with their names, emails and roles.

• Action
  Update candidate

  Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.

• Action
  Update candidate stage

  Moves a candidate to a stage in a job's pipeline in Recruiterflow.

• Action
  Update client

  Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.

• Action
  Update contact

  Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.

• Action
  Update deal

  Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.

• Action
  Update job

  Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.