Connect TRAFFIT and Workbooks CRM

Both apps 53TRAFFIT 26Workbooks CRM 27

• Trigger
  Candidate Added

  Triggers when a new candidate is added in Traffit.

• Trigger
  Candidate Moved to Stage

  Triggers when a candidate is moved to another stage of a job in Traffit.

• Trigger
  CRM Contact Person Added

  Triggers when a new CRM contact person is added in Traffit.

• Trigger
  CRM Contact Person Updated

  Triggers when a CRM contact person is updated in Traffit.

• Trigger
  New Candidate in a Job

  Triggers when a new candidate appears in a job in Traffit.

• Trigger
  New Job Created

  Triggers when a new job is created in Traffit.

• Action
  Add Candidate Note

  Adds a note to a candidate in Traffit.

• Action
  Add Candidate to a Job

  Adds a candidate to a job (recruitment) in Traffit.

• Action
  Add job

  Creates a new job (recruitment) in Traffit for a client.

• Action
  Add tags to candidate

  Adds one or more existing tags to a candidate in Traffit.

• Action
  Create Candidate

  Creates a new candidate in Traffit.

• Action
  Create CRM Contact Person

  Creates a new CRM contact person in Traffit.

• Action
  Find Candidate

  Finds candidates in Traffit by email or last name.

• Action
  Find Client

  Returns a client company in Traffit by its ID.

• Action
  Get candidate

  Returns a single candidate by ID or GUID, including their custom fields.

• Action
  Get client

  Returns a single client (company) by its ID, including its custom fields.

• Action
  Get job

  Returns a single job (recruitment) by its ID, including its client, responsible people and custom fields.

• Action
  List clients

  Returns the clients (companies) in your Traffit account, optionally filtered and sorted.

• Action
  List job states

  Returns the workflow stages (states) of a job, such as New, Video call or Offer, with their ids and order.

• Action
  List users

  Returns the users (recruiters and team members) in your Traffit account.

• Action
  Move candidate to job state

  Moves a candidate in a job to a specific stage of that job's workflow.

• Action
  Reject candidate in job

  Rejects a candidate in a job, moving them to the chosen rejection stage.

• Action
  Update candidate

  Updates selected fields on an existing candidate in Traffit; blank fields are left unchanged.

• Action
  Update client

  Updates selected fields on an existing client (company) in Traffit. Fields left blank are not changed.

• Action
  Update CRM Contact Person

  Updates the fields you supply on an existing CRM contact person in Traffit.

• Action
  Update job

  Updates selected fields on an existing job (recruitment) in Traffit, such as its title, client or workflow.

• Trigger
  New Case

  Triggers when a new support case is created in Workbooks.

• Trigger
  New Organisation

  Triggers when a new organisation is created in Workbooks.

• Trigger
  New Person

  Triggers when a new person is created in Workbooks.

• Trigger
  New Sales Lead

  Triggers when a new sales lead is created in Workbooks.

• Trigger
  Posted Credit Note

  Triggers when a credit note in Workbooks is posted.

• Trigger
  Posted Invoice

  Triggers when an invoice in Workbooks is posted.

• Action
  Create Case

  Creates a new support case in Workbooks and returns its id and details.

• Action
  Create Customer Order

  Creates a new customer order in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign

  Creates a new marketing campaign in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign Member

  Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.

• Action
  Create Marketing Campaign Member Status

  Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.

• Action
  Create Organisation

  Creates a new organisation (company) in Workbooks and returns its id and details.

• Action
  Create Person

  Creates a new person (contact) in Workbooks and returns its id and details.

• Action
  Create Sales Lead

  Creates a new sales lead in Workbooks and returns its id and details.

• Action
  Create Task

  Creates a new task in Workbooks and returns its id and details.

• Action
  Find a Customer Order

  Finds a customer order in Workbooks by its order reference and returns the first match.

• Action
  Find a Marketing Campaign

  Finds a marketing campaign in Workbooks by name and returns the first match.

• Action
  Find a Marketing Campaign Member

  Finds a member of a marketing campaign in Workbooks by campaign and member id.

• Action
  Find a Marketing Campaign Member Status

  Finds a member status of a marketing campaign in Workbooks by its name.

• Action
  Find an Organisation

  Finds an organisation in Workbooks by name and returns the first match.

• Action
  Find a Person

  Finds a person in Workbooks by email address and returns the first match.

• Action
  Find a Sales Lead

  Finds a sales lead in Workbooks by name and returns the first match.

• Action
  Update Customer Order

  Updates an existing customer order in Workbooks. Only the fields you fill in are changed.

• Action
  Update Marketing Campaign Member

  Updates an existing marketing campaign member in Workbooks, for example to change their member status.

• Action
  Update Organisation

  Updates an existing organisation in Workbooks. Only the fields you fill in are changed.

• Action
  Update Person

  Updates an existing person in Workbooks. Only the fields you fill in are changed.

• Action
  Update Sales Lead

  Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.

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