Lever: Remove sources to a candidate for an opportunity

🕙  3 minute read

Use this action to remove sources from an existing candidate. In Lever, the source is where the candidate originated from, such as LinkedIn or Indeed.

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.
  • Sources

    • Enter the sources to remove from the candidate. The source must exactly match the source in Lever.
  • 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
  • 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.
  • 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

  • Candidate application

    • The ID for the candidates application. This is related to the posting specified during configuration.
  • Archived

    • True or false for whether the candidate is archived.
  • Contact

    • The contact ID is an ID created by Lever to identify an individual person, even if that person is a candidate in multiple postings or opportunities.
  • Data protection

    • Contains the candidate’s data protection status, if this is enabled. If there is no policy, this will be blank.
  • Email

    • A data table field with a list of candidate emails.
  • Followers

    • A data table field with a list of assigned follower user IDs.
  • Headline

    • The candidate’s headline, if any.
  • Candidate ID

    • The candidate’s user ID.
  • Is anonymized?

    • Indicates whether the candidates data is anonymized. This is not controllable using this action so this will always be false.
  • Profile URLs on other sites

    • A data table field with a list of candidate profile URLs.
  • Location

    • The candidate’s location, if any.
  • Name

    • The candidate’s full name.
  • Origin

    • The candidate’s origin, if any.
  • Owner

    • The user ID of the owner assigned to the candidate.
  • Phones

    • A data table field with a list of phone numbers for the candidate.
  • Sources

    • The candidate’s sources, if any.
  • Stage

    • The candidate’s current stage ID.
  • Stage changes

    • A table summarizing the stage the candidate was assigned to. The table lists the stage ID, a stage index number, the time Unix time the stage was set, and the candidate owner ID.
  • Tags

    • A data table field with a list of tags associated with the candidate.
  • Lever Candidate URL

    • The full URL to access the candidates account page.

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