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Integrating Ashby with Screenify

Integrating Ashby with Screenify

This document outlines the steps required to seamlessly integrate the Ashby Applicant Tracking System with Screenify. Follow these instructions to ensure a successful connection and automate candidate tracking and interview scheduling processes.

Updated over a month ago

If you do not have a Screenify account yet, you can sign up here.

Step 1

Begin by navigating to the admin screen of your Ashby account.

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Step 2

Proceed to the integration section, search for Screenify, and click on the Screenify integration tile.

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Step 3

Select the "Create API Key" button, and copy the API key.

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Step 4

Return to Screenify, click on the integration tab, and enable the Ashby toggle. Enter the copied API key and click outside the text box. Once the connection is successful, move to the next step.

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Step 5

Click on "Copy Webhook URL". We'll now set up this webhook on Ashby.

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Step 6

Click on webhooks under integrations. Select "New Webhook".

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Step 7

  • Set the title as "Screenify".

  • Choose the webhook type as "Candidate Application Changed Stage"

  • Paste the request URL copied from Screenify.

  • Return to Screenify, copy the secret token, paste it in the designated field

  • Click "Add".

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Step 8

Clicking on "Interviews and Scheduling" and then "Interview Plans". Select the interview plan associated with the job intended for Screenify connection, such as the Standard interview plan.

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Step 9

Add three additional stages under the active section:

a) Screenify interview - Used to trigger automatic Screenify invites to candidates

b) Screenify invited - Optional, useful to track if Screenify invite has been sent to a candidate

c) Screenify completed - Screenify updates candidate to this stage post interview completion

Reorder these stages according to where they fit in your recruiting pipeline.

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Step 10

Set up a feedback form for publishing feedback from Screenify. Click on New and add the following fields -

a) Form Name - Screenify Scorecard

b) Mandatory default Question name - Screenify Overall Score

c) 4 additional fields with name - Screenify Feedback Link, Screenify Feedback Summary, Screenify Ratings, Screenify Questions & Responses

All fields except the "Screenify Overall Score" should be configured as Short Answer type. To add a new question (field), click on "Add Question" and select "Short Answer".

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Step 11

Return to Screenify, select the role to be connected to Ashby. Go to the Automation tab and enable "Trigger Invites" toggle. Click on "Candidate Applies to Job" tile.

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Step 12

Select Integration as Ashby. The system will automatically import all jobs from your Ashby account. Select the relevant job for connection.

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Step 13

Select the stages created in the interview plan for your job.

a) Choose "Trigger invite status" as "Screenify Interview"

b) Choose "Post invite sent status" as "Screenify Invited" (Optional)

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Step 14

For post-interview actions, click on "Publish to ATS" and choose "Interview completed status" to "Screenify Completed".

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Step 15

Toggle "Publish Feedback" to on. Your role is now successfully connected to the Ashby job.

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