Lever Integration Setup Guide

🕙  3 minute read

Lever is a recruiting platform with built in applicant tracking, CRM functionality, and more.

Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Required Setup

Setting up the Lever integration requires an account with Lever. An API Token is required for setup, which requires administrator privileges in your Lever account. Your organization must be on the Professional or Enterprise plan for this integration to work.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Open the overflow menu in the top navigation bar, and select Admin.
  2. Select Integrations at the bottom of the page.
  3. Select the Add an Integration button in the top right corner.
  4. Select the Lever integration then select Add this Connection.
  5. Fill in the details.
  6. Enter your Lever API token. The token’s permissions will match the user who created, so it is recommended to generate the token from an admin account. See Managing API Tokens from Lever for more information.

    1. Log in to your Lever account.
    2. From the application, go to the Settings: Integrations tab.
    3. Under Lever API credentials, click Generate New Key. Provide a name for the integration.
    4. The API Key is displayed—it will only be shown once. Enter the API key into the API Token field of your Catalytic Integration.
    5. On the same screen, grant the necessary permissions to provide to Catalytic.
  7. Select an environment. Leave blank or enter “PRODUCTION” to connect to a production organization . Enter “SANDBOX” to connect to a sandbox.
  8. Set the integration permissions if necessary.
  9. Select Connect.

How to configure Lever actions

Many Lever actions require unique ID’s for different fields. For example, to use the Lever: Retrieve a candidate action, you must enter the Candidate ID. Other actions may require the Stage ID, or Archived ID.

You can use Lever actions to find these IDs, then reference them in your process. For example, to find a list of all candidate IDs, use the Lever: Lists all pipeline candidates in your Lever account action.

Alternatively, you can find many of these IDs manually when navigating your Lever account by copying 32-character IDs from the URL bar of your browser.

How to manually retrieve a User ID
  1. From any Lever page, select your profile icon in the top right and select Settings.
  2. Select User from the left sidebar.
  3. Select a user.
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  4. Click on the URL bar of your browser and copy the 32-character string toward the end of the URL.
How to manually retrieve a Posting ID
  1. From any Lever page, select Jobs from the top navigation bar.
  2. From the postings page, click to open a job posting.
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  3. Click on the URL bar of your browser and copy the 32-character string toward the end of the URL.
How to manually retrieve a Stage ID
  1. From any Lever page, select Candidates from the top navigation bar.
  2. Select a candidate type, such as Leads or Applicant, then select a stage, such as New Lead or Reached out from the top of the page.
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  3. Click on the URL bar of your browser and copy the 32-character string toward the end of the URL.
How to manually retrieve a Reason ID
  1. From any Lever page, select Candidates from the top navigation bar.
  2. Select the candidate type Archive, then select a stage, such as Timing or Withdrew from the top of the page.
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  3. Click on the URL bar of your browser and copy the 32-character string toward the end of the URL.