You will need to be an Administrator in both Greenhouse and Sora to configure the following integration.

This article provides step-by-step instructions for configuring Sora's Greenhouse integration which involves two parts:

1. Creating a Greenhouse API key
2. Creating a webhook

If you’re more of an auditory or visual learner, check out the following video which walks through the entire process of setting up a Greenhouse integration and using it to automatically add employees into an onboarding workflow when they get marked as hired.

Create a Greenhouse API key

Follow these steps to grant Sora access to retrieve candidate information from Greenhouse.

1. Navigate to the Configure page within Greenhouse by clicking on the gear icon in the upper right corner.

2. Select the Dev Center option from the left side menu.

3. Click the API Credential Management link.

4. Click the Create New API Key button.

5. Input the following information before clicking the Manage Permissions button:

6. Click the Copy button to copy the newly generated API key to your clipboard before clicking on the I have stored the API Key button.

7. Check the Select All box on the subsequent page.

8. Click the Save button at the bottom of the page.

9. Navigate to Settings > Integrations within Sora and click on the Greenhouse option.

10. Paste the value that you copied in Step 6 into the Harvest API Key input field and then click the Save button.

11. Click the Validate button and confirm that you see the Verified indicator.

Creating a webhook

Follow these steps to create a webhook so that candidates automatically get added to a specific Sora workflow whenever a certain action takes place within Greenhouse (e.g. candidate is marked as hired).

1. Click on the Add new listener button in the Entering the workflow column on the left side of the workflow builder for the specific workflow that you would like to connect to Greenhouse.

2. Choose the Greenhouse option from the Select integration dropdown.

3. Choose the desired option from the Select event option dropdown. This will determine what action within Greenhouse will add a candidate into the Sora workflow. For an onboarding workflow, the most common option is the Candidate hired event.

4. In a separate tab, log in to your instance of Greenhouse and click on the Configure icon in the upper right corner.

5. Select the Dev Center option from the left side menu.

6. Click the Web Hooks link at the bottom of the page.

7. Click the Web Hooks link at the top of the page.

8. Fill out the necessary information depending on which event you selected in Step 3.

9. Click the Create Web hook button.

10. Return to the Sora tab where you left off on Step 3 and click on the Create event listener button.

And that's it! Now anytime a candidate is marked as hired within Greenhouse, they will automatically get added to this workflow within Sora.