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:
You must be a Super Admin to enable this integration.
The integration uses webhooks, so you'll want to allow a few days for your data to sync completely
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
Look for the category 'Communication' and click the toggle next to Grayscale’s logo
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:
Application Created
Candidate Stage Change
Candidate Archive State Change
Candidate Hired
Candidate Deleted
Interview Created
Interview Updated
Interview Deleted
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!