If you do not have a Screenify account yet, you can sign up here.
Screenify <> Lever integration helps you automate 2 primary use cases -
When a candidate applies to a job or is moved to a particular pipeline stage in Lever, it automatically send a Screenify invite.
When the candidate finishes their Screenify interview, it automatically posts the feedback onto Lever.
Step 1: Connect Your Lever Account
Go to the Integrations tab in your Screenify portal, select Lever, then hit Connect Lever Account. This will prompt you to sign in to Lever, grant permissions, and complete the installation.
Please note that we use the Source data from Lever applications to track Screenify metrics for each of the sources such as Completion rate for Source 1 vs Source 2.
Step 2: Set up a dedicated pipeline stage in Lever
In Lever, navigate to Settings. Click on Pipeline and Archive Reasons.
Choose Customize Pipeline Stages.
Under the Interview category, add a new stage (for example, "Screenify Interview").
Turn on Stage used for interviews.
Turn on Set default feedback form and choose Screenify Interview Feedback.
Click Add Stage to save. Click Next to continue and save your settings.
Make sure you've connected your Lever account before adding the stage.
Step 3: Enable webhook integration
Return to Settings. Go to Integrations and API and select Webhooks tab.
You'll see a candidate stage webhook. Toggle it on to activate the integration.
Step 4: Setup Screenify Role
Create a new role or open an existing one in Screenify. Go to the Automation tab. Turn on the toggle for Fetch candidate profiles via Integration.
Pick Lever as your integration and select the target job.
Set the trigger status with the stage you created and optionally a completion status for post-interview candidates.
Currently, invites can only be triggered when a candidate’s status matches the newly created pipeline stage.
If you’d like Screenify invites to be sent immediately when a candidate applies and their application is created in Lever, you can use Lever’s Automation & Workflows feature to automatically advance applications into the designated pipeline stage.
The Automation Workflow feature is available to Lever customers with LeverTRM for Enterprise plans or those with the Advanced Automation add-on. You can find detailed instructions for setting up workflows and automation in Lever here.
Under Publish Feedback, choose the fields you want to sync. Map each field appropriately and update your interview setup.
That's it! Your integration is now ready to use. Reach out to support if you have any questions along the way.
Once you move the candidate to the appropriate Trigger status, it will automatically trigger a Screenify Invite to them. After the candidate completes the interview, you can see the feedback post back in Lever
