How to Activate a Lever Integration

A step-by-step guide for setting up your Lever integration

Ty Abernethy avatar
Written by Ty Abernethy
Updated over a week ago

Grayscale’s Lever integration makes it easy to text and engage with candidates from directly within Lever. A few important notes before we get started:

  1. You must be a Super Admin to enable this integration.

  2. The integration uses webhooks, so you'll want to allow a few days for your data to sync completely

  3. The conversation transcript import is on a 1-hour delay. We import the transcript as a Note 1 hour after the last message was sent/received (this is to prevent your Note section from getting cluttered with a note per text message)

Activating Your Lever Integration

Let's get started with the setup! Here’s how to enable the integration in a matter of minutes:

STEP 1: Generate an API Key in Lever

  • Click 'Generate a New Key.' You'll be able to see exactly which actions the integration with Grayscale will authorize.

NOTE: For enterprise Lever customers creating a custom API key ONLY:

If you are creating a custom API key in Lever, you'll want to enable the following permissions:

  • List Users

  • List Opportunities

  • List Stages

  • List Postings

  • List Opportunity Interviews

  • List Archive Reasons

  • Read User

  • Read Opportunity

  • Read Opportunity Application

  • Read Opportunity Note

  • Read Opportunity Interviews

  • Read StageRead Posting

  • Read Archive Reasons

  • Create Opportunity Note

  • Confidential Data Access

  • Create Opportunity Interview

  • Delete Opportunity Interview

  • Update Opportunity Interview

STEP 2: Add API Settings into Grayscale

  • Copy the newly generated API key from Lever and paste it into Grayscale under Settings > ATS Integration > Lever > 'Edit' > Lever API Key. Scroll to the bottom and click 'Save'

Step 3: Copy the Webhook URL In Grayscale

Step 4: Create 8 total Webhooks in Lever

  • Navigate back to Lever and go to Settings. Click the ‘Webhooks’ tab at the top of the Integrations and API page.

  • Click + Add webhook and paste the Grayscale URL into the URL field for all 8 sections:

  1. Application Created

  2. Candidate Stage Change

  3. Candidate Archive State Change

  4. Candidate Hired

  5. Candidate Deleted

  6. Interview Created

  7. Interview Updated

  8. Interview Deleted

Application Created tile on webhooks tab in Lever with arrow pointing to blank field for Grayscale webhook URL.

Step 4: Copy and Paste each unique Lever Webhook signature token into your Grayscale ATS Integration Settings

  • Copy each unique Lever Webhook

  • Paste each unique Lever Webhook in Grayscale and save!

That’s it! The integration uses webhooks, so you'll want to allow a few days for your data to sync completely.

Questions? Chat with us below!

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