Automation Steps Overview

This article provides a high-level overview of Bullhorn Automation's available steps, which can be used to create automations for different record types (entities) in Bullhorn Automation.

Click the links in the Step column to view more information about each step.

Step Description Available Automation Types

Add Billable Charge

Only available for Bullhorn Time & Expense (BTE) or Bullhorn One (BH1) customers.

Automatically creates billable charges for placements.

Example: You want to apply Perm Fee Billable Charges to placements automatically.

Placements

Add Branch

Allows you to take different automated actions on various list criteria without having to build multiple automations.

Example: To tailor an email to contacts based on the Category listed on their ATS profile, you'd set the branch step to say: If the contacts in the main list match Category 1, send them through Branch 1. If they match Category 2, send them through Branch 2, etc.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Add Note

Automatically adds a note to the record in the ATS. The Note Author will show up as the Bullhorn Automation API User.

Example: To track emails sent from Bullhorn Automation in the ATS, add an Add Note step after every Send Email step. This will add a note to the record for each Automation Email step they complete.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Add Task

Creates a task for the Candidate or Contact Owner in the ATS. The due date and time of the task will be the date and time the record completed the Add Task step.

Example: Use this step to assign follow-up tasks when a record completes a specific automation step. For example, after a candidate submits a survey, a task is created for their owner to review the results.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Add Wait

Allows you to control the timing of automated actions by setting delays in minutes, hours, days, or weeks. This step determines the duration records are held before proceeding to the next automation step.

Example: If sending multiple communications to a candidate (e.g. a welcome email and a follow up email), adding a wait step between emails ensures that they aren’t all sent at once.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

End Automation

Allows you to remove people from an automation once they have completed all steps. This step is not always required and may not be necessary.

Example: The End step is useful for campaigns that have a specific start and end, such as a six week sales campaign.

CandidatesContactsLeadsJob SubmissionsPlacements

Enrich

Only available for Bullhorn Automation Amplify Edition.

Allows you to trigger AI-powered actions at scale by leveraging Bullhorn AI Assistant. You can use this step to automate tasks such as generating candidate profile summaries, improving job descriptions, and filling in missing data fields like position titles.

Example: You want to automatically create candidate profile summaries for newly added candidates.

CandidatesJobs

Match Candidates

Only available for Bullhorn Automation Enterprise or Amplify Editions.

Automatically matches candidates from your ATS to jobs by leveraging Bullhorn's AI-powered matching capabilities. You can configure how candidates are matched based on key criteria, and you have the option to automatically create a submission in Bullhorn.

Example: You want to find the top 25 candidates with a status of "Active" and a location within 50 miles of the job.

Jobs

Onboarding365

Only available for Onboarding365 customers.

Allows you to send out (or cancel) onboarding information to a candidate via Onboarding365. Steps can be added for notifications if the onboarding fails.

Example: You want to automate canceling an onboarding process when a placement is canceled.

CandidatesJob SubmissionsPlacements

Onboarding Talent Platform

Only available for Talent Platform customers.

Allows you to initiate onboarding workflows via Talent Platform. You can include packages and forms, set alerts when they are completed by the candidate, set an expiration for the workflow, and determine next steps on a failed request.

Example: You want to automate the sending of Talent Platform-specific forms and packages once an interview is scheduled.

CandidatesJob Submissions

Send Email

Automatically sends an email to contacts or candidates.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Send Text

Accounts enabled for texting can use the Send Text option to automatically send a text message (SMS) to contacts or candidates.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Send Engagement

Allows you to send a survey or chat to a specific audience via email or text message.

CandidatesContactsJob SubmissionsLeadsPlacements

Send Notification

Allows you to send email notifications to members of your internal team.

CandidatesContactsLeadsJob SubmissionsPlacements

Update [ENTITY]

Updates a field on an ATS record. There are some basic fields available by default, but any custom fields can be added.

The type of record that can be updated depends on the entity of the Automation. See Update Step for more information.

CandidatesContactsJob SubmissionsJobsLeadsPlacements

Update Credential

Updates a job's credential requirements. The update types supported are:

Jobs

Webhook

Only available for Bullhorn Automation Enterprise Edition.

Webhooks are one of a few ways web applications can communicate with each other. With this step, Bullhorn Automation can send real-time data to a third-party application whenever a record passes through the automation step.

CandidatesContactsJob SubmissionsJobsLeadsPlacements