Lever

Part 1 — Setup

The following steps walk you through connecting your ATS with Canvass.

Step 1 — Connect your accounts

Sign into Canvass and navigate to your company settings.

Switch to the INTEGRATE tab.

Select Lever from the drop-down and click ADD INTEGRATION.

Review the access being requested and click Accept.

Wait a few seconds for your integration to be completed…

Congratulations 🎉 — your accounts are now connected!

Step 2 — Enable webhook events

Sign into Lever and navigate to SETTINGS > Integrations and API > WEBHOOKS, then ensure the toggle switch for CANDIDATE STAGE CHANGE is enabled.

Step 3 — Add a pipeline stage

Navigate to SETTINGS > Pipeline and archive reasons > PIPELINE STAGES within Lever.

Click CUSTOMIZE PIPELINE STAGES.

Click + ADD STAGE.

Enter Canvass as the name and click ADD STAGE.

Move your new stage to the desired position and click NEXT.

Click NEXT again.

Click SAVE.

Wait for your changes to be applied…

Congratulations 🎉 — you now have a Canvass stage in your pipeline!

Step 4 — Link positions to jobs

Navigate to the Settings tab within a Canvass position that you’d like to link with a job in Lever, and copy the value in the Lever tag section to your clipboard.

Navigate to a job within Lever and paste your new tag, then click SAVE CHANGES.

Congratulations 🎉 — your now ready to send interview invites via Lever!

Part 2 — Usage

The following steps walk you through conducting a Canvass interview from within your ATS.

Step 1 — Send an interview

Navigate to a candidate in Lever who you’d like to invite to your interview in Canvass and move them into the Canvass stage.

Note that their job needs to be one which you’ve linked to a position in Canvass.

Congratulations 🎉 — your candidate has been emailed an interview invite!

Step 2 — Review their response

You’ll receive a notification and note on the candidate once they’ve completed their interview. Click on the link provided by Canvass.

Review their response and determine next steps.