Connectors / Human resources · 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.

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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.

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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.

Eliminate manual status update messages to hiring managers
Reduce candidate response time by triggering automated outreach the moment a stage changes
Keep interviewers and decision-makers aligned without extra meetings

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.

Eliminate duplicate data entry between Lever and your HRIS
Provision tools before the start date so new hires aren't waiting on IT
Reduce human error in employee record creation

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.

Centralize recruiting metrics alongside business data in Looker, Tableau, or Snowflake
Track time-to-fill and stage conversion rates across roles and departments
Automate weekly recruiting digest reports to stakeholders

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.

Save recruiters 5-10 minutes of manual research per candidate
Auto-tag or score candidates based on enriched profile data
Surface relevant background signals immediately instead of discovering them mid-process

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.

Cut interview scheduling time from days to minutes
Eliminate back-and-forth emails to coordinate interviewer calendars
Ensure Lever records always reflect the latest scheduled interview details

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.

Attribute hires back to specific sourcing channels and campaigns
Automatically update Salesforce or HubSpot with recruiting pipeline data
Optimize job advertising spend based on actual hire outcomes

Build Lever Agents

Give agents secure and governed access to Lever through Agent Builder and Agent Gateway for MCP.

Agent Builder Agent Gateway for MCP Browse Agent Hub

Search and Retrieve Candidates

Data Source

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.

Fetch Job Postings

Data Source

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.

Pull Candidate Pipeline Status

Data Source

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.

Retrieve Interview Feedback and Notes

Data Source

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.

Look Up Opportunities and Applications

Data Source

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.

Create and Update Candidate Profiles

Agent Tool

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.

Advance or Change Pipeline Stage

Agent Tool

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.

Add Notes and Tags to Candidates

Agent Tool

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.

Schedule and Log Interviews

Agent Tool

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.

Post and Update Job Listings

Agent Tool

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.

Archive or Reject Candidates

Agent Tool

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.

Assign Candidates to Requisitions

Agent Tool

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.

Generate Recruiting Pipeline Reports

Data Source

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.

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Challenges Tray.ai solves

Common obstacles when integrating Lever — and how Tray.ai handles them.

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 helps

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 helps

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 helps

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.

Templates

Pre-built Lever workflows you can deploy in minutes.

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Lever Hired Candidate → BambooHR New Employee Record

Lever

BambooHR

Slack

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.

New Lever Application → Candidate Enrichment via Clearbit

Lever

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.

Lever Stage Change → Hiring Manager Slack Alert

Lever

Slack

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.

Weekly Lever Pipeline Report → Google Sheets Dashboard

Lever

Google Sheets

Slack

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.

Lever Offer Accepted → Okta User Provisioning

Lever

Okta

Gmail

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.

Lever Archived Candidate → CRM Nurture Sequence

Lever

HubSpot

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.

How Tray.ai makes this work