Lever connector
Automate Your Recruiting Workflows with Lever Integrations
Connect Lever to your HR stack, communication tools, and data systems to cut manual recruiting work and move candidates through your pipeline faster.
What can you do with the Lever connector?
Lever is an applicant tracking system and CRM built for talent acquisition at high-growth companies. Connecting Lever to your broader tech stack lets recruiting teams automate candidate communications, sync hiring data across HR systems, and trigger workflows the moment a candidate changes stages. Need to push new hires into your HRIS, alert hiring managers in Slack, or report pipeline metrics in your BI tool? tray.ai makes Lever the connected hub of your recruiting operation.
Automate & integrate Lever
Automating Lever business process or integrating Lever data is made easy with tray.ai
Use case
Automated Candidate Stage Notifications
When a candidate advances or is declined in Lever, the right people get notified automatically via email or Slack — no one has to log in and check. Hiring managers, recruiters, and interviewers stay in the loop without you chasing them down, and candidates don't fall through the cracks because someone missed a stage change.
Use case
New Hire Onboarding Data Sync
When a candidate is marked as hired in Lever, their employee record gets created automatically in your HRIS — Workday, BambooHR, Rippling — accounts get provisioned in Okta, and a welcome email sequence goes out. Days of manual data entry disappear, and every new hire is set up before day one.
Use case
Recruiting Pipeline Reporting and Analytics
Pull Lever opportunity, stage, and offer data into your data warehouse or BI tool on a schedule to build dashboards on hiring velocity, source effectiveness, and funnel conversion rates. Talent leadership gets the visibility they need without being boxed in by Lever's built-in reporting.
Use case
Inbound Application Enrichment
When a new application lands in Lever, the candidate profile gets enriched automatically with data from LinkedIn, Clearbit, or GitHub — appended directly to the Lever contact record. Recruiters see a fuller picture of each applicant without doing manual research, and scoring or tagging runs automatically based on that enrichment data.
Use case
Interview Scheduling and Calendar Coordination
Connect Lever with Google Calendar or Outlook to automatically detect interviewer availability and schedule interviews the moment a candidate moves to an interview stage. Calendar invites go out to all parties with Zoom or Google Meet links, and Lever updates with the scheduled details automatically.
Use case
Candidate Source ROI Tracking
Push Lever candidate source and outcome data into your CRM or marketing analytics platform to close the loop on job board and campaign spend. You can track which sources — LinkedIn, Indeed, employee referrals — actually produce accepted offers and hires, not just application volume.
Use case
AI-Powered Candidate Screening and Triage
Use tray.ai's AI capabilities to automatically review new Lever applications against job requirements, generate structured summaries of candidate qualifications, and route strong matches to recruiters as prioritized tasks. High-volume hiring teams can focus on the most qualified candidates first instead of digging through every application manually.
Build Lever Agents
Give agents secure and governed access to Lever through Agent Builder and Agent Gateway for MCP.
Data Source
Search and Retrieve Candidates
An agent can search Lever's candidate database by name, email, skills, or stage to pull up relevant applicant profiles. This gives the agent the context it needs during sourcing, screening, or outreach workflows.
Data Source
Fetch Job Postings
An agent can retrieve active and archived job postings from Lever, including role details, hiring team, and pipeline stages. This is useful for matching candidates to open roles or generating recruiting reports.
Data Source
Pull Candidate Pipeline Status
An agent can check where a candidate currently sits in the hiring pipeline across stages like application review, interviews, and offers. This helps surface stalled candidates or prioritize follow-up actions.
Data Source
Retrieve Interview Feedback and Notes
An agent can fetch structured feedback forms and interviewer notes attached to a candidate's profile in Lever. Useful for summarizing hiring sentiment or catching incomplete feedback before a candidate moves forward.
Data Source
Look Up Opportunities and Applications
An agent can query Lever for specific opportunities linked to a candidate, including application dates, referral sources, and associated requisitions. This gives recruiters full context when answering questions or building pipeline reports.
Agent Tool
Create and Update Candidate Profiles
An agent can create new candidate records in Lever or update existing profiles with enriched information like contact details, tags, or sourcing attribution. This speeds up candidate intake from external forms, referrals, or sourcing tools.
Agent Tool
Advance or Change Pipeline Stage
An agent can move a candidate to the next stage or update their stage based on interview outcomes or automation triggers. Pipelines stay current without recruiters having to do it manually.
Agent Tool
Add Notes and Tags to Candidates
An agent can append structured notes or apply tags to a candidate's Lever profile based on interactions, assessments, or enrichment data. Context stays in the ATS where the hiring team can actually find it.
Agent Tool
Schedule and Log Interviews
An agent can create interview events in Lever and associate them with the right candidate opportunity and interviewers. This automates interview scheduling triggered from calendar or messaging tools.
Agent Tool
Post and Update Job Listings
An agent can create new job postings or update existing ones in Lever, including publishing status, department, and location. Useful for automated requisition management when connected to an HRIS or headcount planning system.
Agent Tool
Archive or Reject Candidates
An agent can archive candidate opportunities in Lever with a specified reason, such as 'not a fit' or 'position filled,' to keep the pipeline clean. This can trigger automatically based on feedback scores or role closure events.
Agent Tool
Assign Candidates to Requisitions
An agent can link candidate opportunities to specific requisitions in Lever, keeping headcount tracking and pipeline attribution accurate. This matters most when candidates apply for multiple roles or are sourced proactively.
Data Source
Generate Recruiting Pipeline Reports
An agent can pull data across jobs, stages, and time periods in Lever to produce pipeline health summaries, time-to-hire metrics, or diversity funnel snapshots. No manual reporting required.
Get started with our Lever connector today
If you would like to get started with the tray.ai Lever connector today then speak to one of our team.
Lever Challenges
What challenges are there when working with Lever and how will using Tray.ai help?
Challenge
Lever Webhook Events Require Reliable Processing
Lever uses webhooks to push real-time events for stage changes, new applications, and offer updates. Without a reliable integration layer, webhook payloads can be missed, fail silently, or require complex retry logic that recruiting teams can't manage on their own.
How Tray.ai Can Help:
tray.ai provides a dedicated webhook trigger for Lever events with built-in error handling, automatic retries, and payload logging so no recruiting event gets lost. Recruiting ops teams can build and monitor these workflows without writing code.
Challenge
Mapping Lever Data Structures to Other Systems
Lever's API returns nested objects for opportunities, contacts, stages, and applications that need to be parsed and transformed before being written to an HRIS, ATS, or CRM. Mismatched field mappings cause broken records and data quality problems downstream.
How Tray.ai Can Help:
tray.ai's visual data mapper and JSONPath helpers make it straightforward to extract nested Lever fields and transform them to match the exact schema required by downstream systems like Workday, Salesforce, or BambooHR — no custom scripting needed.
Challenge
Keeping Recruiting Data in Sync Across Systems
Recruiting teams often maintain candidate data in Lever alongside records in a CRM, spreadsheet, or data warehouse. When those systems aren't actively synced, they drift apart fast — conflicting information, duplicate outreach, and reporting numbers that don't match.
How Tray.ai Can Help:
tray.ai supports both real-time webhook-driven syncs and scheduled polling workflows against the Lever API, so teams can maintain a consistent source of truth across every tool in their recruiting stack.
Challenge
Handling Lever API Rate Limits During Bulk Operations
When syncing large volumes of historical candidate data or running bulk enrichment jobs, teams frequently hit Lever's API rate limits. Workflows fail partway through and leave data in an inconsistent state.
How Tray.ai Can Help:
tray.ai's workflow engine includes configurable rate limiting, loop controls with pagination support for Lever's list endpoints, and automatic backoff logic so bulk data operations complete reliably without manual intervention.
Challenge
Connecting Lever to Custom or Legacy Internal Tools
Many companies have proprietary HRIS platforms, homegrown employee databases, or legacy onboarding systems with no off-the-shelf connectors. That leaves Lever isolated from internal workflows and forces manual handoffs between recruiting and HR operations.
How Tray.ai Can Help:
tray.ai's HTTP client and universal connector capabilities let teams connect Lever to any internal API or database endpoint, so you can build custom integrations with proprietary systems without dedicated engineering resources.
Talk to our team to learn how to connect Lever with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Lever With Your Stack
The Tray.ai connector library can help you integrate Lever with the rest of your stack. See what Tray.ai can help you integrate Lever with.
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Start using our pre-built Lever templates today
Start from scratch or use one of our pre-built Lever templates to quickly solve your most common use cases.
Template
Lever Hired Candidate → BambooHR New Employee Record
Automatically creates a new employee profile in BambooHR the moment a candidate is marked as hired in Lever, mapping all relevant contact and role fields.
Steps:
- Trigger on Lever webhook when opportunity stage changes to 'Hired'
- Extract candidate name, email, role, start date, and department from Lever opportunity
- Create new employee record in BambooHR with mapped fields
- Post a notification to the #new-hires Slack channel with the new hire details
Connectors Used: Lever, BambooHR, Slack
Template
New Lever Application → Candidate Enrichment via Clearbit
Enriches every new Lever candidate profile with company, title, and social data from Clearbit, then updates the Lever contact record with a structured tag and note.
Steps:
- Trigger on Lever webhook when a new opportunity is created
- Extract candidate email address from the Lever contact object
- Call Clearbit Enrichment API with the candidate email
- Write enriched data (employer, LinkedIn URL, location) back to Lever contact as a note and tags
Connectors Used: Lever, Clearbit
Template
Lever Stage Change → Hiring Manager Slack Alert
Sends a Slack direct message to the assigned hiring manager whenever a candidate they own moves to a notable pipeline stage such as On-Site, Offer, or Hired.
Steps:
- Trigger on Lever stage change webhook event
- Filter for stages: On-Site Interview, Offer, Hired, or Archived
- Look up the hiring manager's Slack user ID from a mapped directory or HR system
- Send a formatted Slack DM with candidate name, role, stage, and a direct link to the Lever opportunity
Connectors Used: Lever, Slack
Template
Weekly Lever Pipeline Report → Google Sheets Dashboard
Runs on a weekly schedule to pull all active Lever opportunities, stage counts, and source data into a structured Google Sheet for recruiting leadership review.
Steps:
- Trigger on a weekly schedule (e.g., every Monday at 8am)
- Fetch all active opportunities from Lever API with stage and source fields
- Aggregate counts by stage, role, department, and source
- Write summarized data rows to a designated Google Sheet tab
- Post a Slack message to the #recruiting channel with a link to the updated report
Connectors Used: Lever, Google Sheets, Slack
Template
Lever Offer Accepted → Okta User Provisioning
Triggers account provisioning in Okta the moment a candidate accepts an offer in Lever, so all systems are ready before the employee's first day.
Steps:
- Trigger on Lever webhook when offer state changes to 'Signed'
- Extract new hire email, name, role, and start date from Lever
- Create a new user account in Okta with appropriate group memberships based on role
- Send an automated welcome email via Gmail with login instructions and first-day details
Connectors Used: Lever, Okta, Gmail
Template
Lever Archived Candidate → CRM Nurture Sequence
When a strong candidate is archived in Lever with a 'future opportunity' tag, automatically add them to a HubSpot contact list for a long-term talent nurture email sequence.
Steps:
- Trigger on Lever webhook when an opportunity is archived
- Check if the archive reason or tag includes 'future opportunity' or 'silver medalist'
- Search for or create a contact in HubSpot using the candidate email
- Enroll the HubSpot contact in the talent nurture email workflow
- Add a note to the Lever profile confirming the contact has been added to nurture
Connectors Used: Lever, HubSpot