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 in Lever 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 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 need to enable the following permissions:
Read Endpoints
Find all users
Find all opportunities
Find all stages
Find all postings
Find all opportunity interviews
Find all archive reasons
Find a user
Find an opportunity
Find an opportunity application
Find an opportunity note
Find an opportunity interview
Find a stage
Find a posting
Find an archive reason
Write Endpoints
Create an opportunity note
Create an opportunity interview
Delete an opportunity interview
Update an opportunity interview
Under Confidential data access, toggle on "Allow access to confidential data" (optional).
STEP 2: Add API Key in Grayscale
Copy the newly generated API key from Lever head over to your Grayscale Settings > ATS Integration > Lever
Click Edit and paste 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 5: Copy and Paste each unique Lever Webhook signature token into your Grayscale ATS Integration Settings
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!