Sapling - Zapier Integration Guide

Introduction 

The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience,  retention, and creating an amazing culture for the most successful teams.

By leveraging the Zapier integration, you can now use Zapier to search Sapling and send new job details updates to other apps. This initial rollout of job detail updates from Sapling to other popular platforms like Google Sheets, Microsoft Teams, and more is now live.

This KB article covers the following topics: 

• Overview of Zapier
• How it works
• How to use Kallidus Sapling and Zapier together
• Example: Connecting Sapling and Slack through Zapier

Overview of Zapier

Zapier allows you to connect thousands of different web apps together and create automation between them. In Zapier you can build “Zaps” (integrations between apps) which can automate parts of your work. If a certain action takes place in one app, it triggers a resulting action in the same or integrated app.

How it works

How to use Kallidus Sapling and Zapier together

1. Set up a Job Details webhook in Sapling, enabling the Zapier integration
2. Sign up for a new Zapier account, or sign in to your existing one
3. Once you are logged in, find the Sapling app on Zapier here
4. Connect Sapling and another complementary app to Zapier
5. Follow the steps to set up the Zapier automation, known as a Zap
6. Test out your new Zap
7. You're all done!

Once set up, Zaps run in the background without you needing to do anything else. Workflows that used to take hours will now only take minutes. This automates your tasks, saves you time, and keeps multiple tools in sync.

Example: Connecting Sapling and Slack through Zapier

This video demonstrates how to send direct messages to a user on Slack when certain Job Details are changed in Sapling through Zapier.

Please note: The walkthrough above references uses old UI. Webhooks still function the exact same way in our new UI, just with a fresher look! Here's how the same Job Details Changed webhook looks now: