Lever: Create a note and add it to a candidate profile

🕙  2 minute read

Use this action to add a note to an existing candidate. In Lever, notes are used to comment or rate a candidate. A note can be a message, or a reaction like Strong yes or No. This will not replace any previously added notes.

How to configure this action

This action requires a preconfigured Lever integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Select your Lever integration from the options. You may have multiple integrations configured.
  • Score

    • Include a score in the note. Enter a value between 1-4 to select your response. Leave blank to omit a score.
      • Enter 1 to mark as Strong No (double thumbs down) in Lever.
      • Enter 2 to mark as No (single thumb down) in Lever.
      • Enter 3 to mark as Yes (single thumb up) in Lever.
      • Enter 4 to mark as Strong Yes (double thumbs up` in Lever.)
  • Value

    • Enter the body of the note. You can mention other users using the @-mention and their Lever username. Users who are mentioned receive a notification about the note.
  • Secret

    • Mark true or false to set whether the note should be secret. Select true to make the note secret. In Lever, secret notes are only visible to users with Sensitive Information Privileges.
    • ✅   Heads-up: Users you @-mention in Lever will be able to see the note, even without the Sensitive Information Privileges.
  • Candidate

    • Enter the User ID for the candidate you wish to update.
    • Here are two ways to find a User ID:
    • Use an action
    • Find the ID manually from the URL
  • Created at

    • Enter the date and time that the note should be considered created. Leave blank to set to the current time. It’s not possible to set a time in the future.
    • This must be formatted using a Unix timestamp, such as 1595371739. unixtimestamp.com has a helpful converter for getting the correct timestamps.
  • Perform as

    • All changes in Lever are said to be “performed” by a user. Enter a User ID for the user you wish to appear as performing this action.
  • Notify followers

    • Set whether the the candidate’s followers will receive a notification for this note. If true, notifications are sent to all users following the candidate.
  • Output Field Prefix

    • To help keep output fields organized, choose an output field prefix to add to the beginning of each output field name as this action may output more than one field.
    • The step’s name is used as the prefix by default.

What will this output?

This action may generate multiple fields. To help keep output fields organized, the prefix above will be added to the beginning of each of the output field names, separated by two dashes. Each field will result as:{{output-field-prefix--output-field}}

Output fields for this action

  • Note ID

    • The ID associated with the new note.

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