Jobs
The Jobs entity can be leveraged throughout the Automation platform.
Automations
See the Automation Steps article for more information about each step.
Job Automations can be set for the type of Contact as:
- Job Only: No sales contact association, use for field updates and internal notifications.
- Sales Contacts: The jobs and sales contacts that match your search criteria, use for communicating with the sales contact about the job.
The following steps are supported in job-based automations:
| Job Only | Sales Contacts |
|---|---|
| Add Wait | Add Wait |
| Add Branch | Add Branch |
| Send Email | Send Email |
| Send Notification | Send Text |
| Add Note | Send Engagement |
| Update Job | Send Notification |
| Webhook | Add Task |
| Match Candidate - only available for BHA Enterprise Edition. | Add Note |
| End Automation | Update Sales Contact |
| Update Credential | Update Job |
| Webhook | |
| Match Candidate - only available for BHA Enterprise Edition. | |
| End Automation | |
| Update Credential | |
|
|
List & Search
See the documentation on Lists for more information.
Job Automations can be set for the type of Contact as:
- Job Only
- Sales Contacts
The following criteria categories are supported with job-based lists and advanced search:
| Job Only | Sales Contacts |
|---|---|
|
Sales Contact |
Sales Contact |
| Placement | Placement |
|
Submission |
Submission |
| Job | Job |
| Activity | Activity |
|
|
Merge Tags
Review the Merge Tags Explained article for more information.
The following standard fields can be found in Job-based automations:
| Merge Tag Name | Tag ID |
|---|---|
| Job Address Link | %JOBADDRESSLINK% |
| Job Address1 | %JOBADDRESS1% |
| Job Address2 | %JOBADDRESS2% |
| Job ATS ID | %JOBATSID% |
| Job Category | %JOBCATEGORY% |
| Job City | %JOBCITY% |
| Job City | %JOBCITY% |
| Job Company ATS ID | %JOBCOMPANYATSID% |
| Job Country | %JOBCOUNTRY% |
| Job Employment Type | %JOBEMPLOYMENTTYPE% |
| Job Is Public | %JOBISPUBLIC% |
| Job Number of Openings | %JOBNUMBEROFOPENINGS% |
| Job Number of Placements | %JOBNUMBEROFPLACEMENTS% |
| Job Number of Submissions | %JOBNUMBEROFSUBMISSIONS% |
| Job Owner Calendar Link | %JOBOWNERCALENDARLINK% |
| Job Owner Email | %JOBOWNEREMAIL% |
| Job Owner First Name | %JOBOWNERFIRSTNAME% |
| Job Owner Full Name | %JOBOWNER% |
| Job Owner Last Name | %JOBOWNERLASTNAME% |
| Job Owner Phone Number | %JOBOWNERPHONENUMBER% |
| Job Owner Position Title | %JOBOWNERPOSITIONTITLE% |
| Job Start Date | %JOBSTARTDATE% |
| Job State | %JOBSTATE% |
| Job Status | %JOBSTATUS% |
| Job Summary | %JOBSUMMARY% |
| Job Title | %JOBTITLE% |
| Job Zip Code | %JOBZIP% |
| All custom fields associated with Jobs are supported as merge tags. | |
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