Greenhouse Integration with Clovers

Owned by Ronny Vardaman (Deactivated)
Last updated: Mar 25, 2022

Welcome to Clovers! Intelligently Led interviews are only a “schedule away.”

Introducing a new tech stack can be complex and can sometimes feel out of the loop to use. We’ve taken on the responsibility of building out the integration between Clovers and your Greenhouse ATS. 

What does this mean?

Simply put, the integration will allow us to ingest the data available in your ATS for everything surrounding your Requisitions. We are in your flow of work! Building out an integration means more fluid & wider organizational adoption, while still doing the day to day activities that feel familiar. 

What’s Needed?

Below, we’ll walk you through the steps necessary for us to begin building out the integration. We will guide & advise you through each step of how to create an API & Webhook to ensure you’re set for a successful integration process.

What’s an API & Web Hook?

  • An API is an Application Programming Interface that allows two systems (bi-directional) to talk to each other. As you make updates to your ATS in real-time, it also updates in Clovers; only to the permissions that are granted (see Step 6).

  • A Web Hook is a lightweight API that powers one-way data sharing that is only triggered by events. These are more customized callbacks to what takes place in the ATS instance. (see Step 8).

 

Let’s Begin!

1). From your dashboard, navigate to the cogwheel icon in the top right corner and click into it. You’ll be redirected to the Configuration Page. 

 

2). In configurations, navigate to the Dev Center panel and click into it. 

 

3). In API Credential Management, navigate to the “Create New API Key” Button and click into it.

 

4). When prompted to “Create New Credential” the only required fields are the API Type, and Description. Steps below:

  1. For the API Type: Select ‘Harvest’ from the dropdown

  2. For the Partner (if applicable): Leave this field blank

  3. For the Description: Input ‘Clovers Requirements’ 

When you’ve completed the steps, click into ‘Manage Permissions’ to proceed

 

Step 5). You’ll be brought to the mini window that notifies you of being successful in creating the API Key. Click into “I have stored the API Key” to proceed to the next step. 

Please note, this key is what we need to be provided with in order to start the process to create the integration. Ensure it’s stored in a safe place, otherwise you will have to recreate a new API Key.



Step 6). Within the details page for your newly created API Key, the next step is to ‘Manage the Permissions.’ Each permission has the ability to expand and display all the data that will be ingested. We advise selecting the following permissions to optimize your user experience in Clovers: 

  • Applications

  • Candidates

  • Users

  • EEOC

  • Scorecards

  • Scheduled Interviews

  • Departments

  • Jobs

  • Job Stages

  • Offices

  • User Roles

  • Custom Fields 

  • Demographic Data

Once you’ve selected the suggested permissions, navigate to and click into the ‘Save’ button to proceed to the next step of creating a Web Hook. 

The data we ingest from the selected permissions is confidential. This information will not be accessed or redistributed in any way. If you have further questions or concerns, please contact your dedicated Client Success Manager.

 

 Step 7). Next select ‘Web Hooks’ on the left side of the screen. Following that, select ‘Web Hooks’ from the list of options & you’ll be redirected to the Web Hook creation page.

Step 8). To proceed with creating a Web Hook, there are 6 areas where information is required. The area’s denoted by the green arrow, are what can be filled out by you. The area denoted by the red arrow, will be provided by us. This process will need to be repeated 1 more time following the creation of the first; you’ll create a total of 2 Web Hooks. The steps are exactly the same, however the naming convention will differ. See steps below to see how to fill out the required fields:

  1. Name This Web Hook: Job Created

  2. When (select from dropdown): Job Created

  3. Export to–Endpoint URL: Clovers to Provide 

  4. Secret Key: Clovers

  5. Error Recipient Email: integrations@clovers.ai

  6. Disabled?: Select ‘No’ 

Once you’ve completed the steps, finalize the creation of the Web Hook by clicking into ‘Create Web Hook.’ Please see the following screenshot to create the final Web Hook.

 

Step 9). Green star denotes the new naming convention and choice for Web Hook #2:

  • Name this web hook: Candidate Submitted App

  • When (select from the dropdown): Candidate has Submitted Application

  • Reference Step 8 to complete