Zoho Recruit

Connect Zoho Recruit

Go to Settings → Integrations, find the Zoho Recruit card and click Connect. You’ll sign in to Zoho, approve access and be returned here. There’s no key to copy, and every Zoho data centre works: your region is picked up when you sign in.

Then, on the same card, choose which Candidate Status values mean “do not contact”. Zoho Recruit has no off-limits flag of its own, so until you pick some, nobody is blocked by status.

Changes are picked up by a check every fifteen minutes. For near-instant updates, add a workflow webhook in Zoho Recruit (Professional edition or above): under Setup → Automation → Workflow Rules, create a rule on Candidates that runs on create and edit, with a Webhook action pointing at the URL shown on the card and a parameter candidate_id set to Candidate Id. It’s optional.

Disconnecting revokes our access in Zoho as well as removing it here.

Zoho Recruit chase rules

Zoho Recruit gives the most flexible rules. Open Settings → Integrations → Manage, click New rule, and add conditions on any candidate field, custom fields included: a field, an operator (is, is not, starts with, is any of, and comparisons for numbers and dates) and a value. A rule can have up to nine conditions, and candidates must match all of them.

Writing a rule, then previewing it Replay

GettingDocs / Zoho Recruit auto-chase

GettingDocs

Dashboard Clients CampaignsZoho Recruit Notifications Settings

Integrations

Zoho Recruit auto-chase

Rules decide which candidates Amy chases, and for which documents.

Rule name

Offers accepted, UK

Who to chase

Candidates in Zoho Recruit matching all of these conditions.

Candidate StatusisOffer accepted

Current Job Titlestarts withCare

Compliance RegionisUK

Which documents

Each candidate is chased for what their own Zoho Recruit record says they owe.

How to decide

Read it from Documents required (multi-select)

ID check

PassportRight to WorkDBSReferencesProof of address

Clinical

PassportRight to WorkDBSReferencesProof of address

Preview: 21 would be chased

Nothing has been sent. This is what would happen if the rule ran now.

Sarah JonesWould chase

Would be chased for Passport, Right to Work.

Tom OkaforWould chase

Would be chased for DBS, References.

Priya KaurWould chase

Would be chased for Passport, Right to Work, DBS, References.

PreviewSave pausedSave and start chasing

For the documents, map the values of any field to your document types. A multi-select field works too: each ticked value adds its documents. Unmapped and empty values fall back to the set you nominate.

Preview and Run now work exactly as described above, and a rule only considers candidates changed after it was made.

Filing to Zoho Recruit

Documents are attached to the candidate in Zoho Recruit, in the attachment category whose name matches the document type. Anything without a match goes into Others.

Where documents land in Zoho Recruit Replay

Zoho Recruit / Candidates / Sarah Jones

SJSarah JonesCare Assistant · Brighton

OverviewAttachmentsNotes

NameCategory

Sarah Jones CV.pdfResume

sarah-jones-passport.jpgGettingDocsPassport

dbs-certificate.pdfGettingDocsDBS

reference-letter.pdfGettingDocsOthers

Documents collectedAll requested documents have been collected and attached to this record: Passport, DBS, Reference. Collected automatically by GettingDocs.

The Resume category is never used: it holds a single file, so uploading into it would replace the candidate’s CV. Files over 20 MB aren’t uploaded.

With the note option on, Amy adds one note titled Documents collected once everything is in.

Zoho gives each account a daily allowance of API calls. If yours runs out, Gettingdocs waits and carries on where it left off; the connection is never marked broken for it.