The TextUs integration for Greenhouse V3 connects your TextUs accounts with your Greenhouse instance so that you can do the following:
Text candidates from Greenhouse. Send two-way text messages to any candidate in Greenhouse throughout the hiring process.
Message more candidates at scale. Engage with candidates at scale using personalized campaigns, automated sequences, and more.
Automatically import candidates from Greenhouse into TextUs. Quickly find and message any candidate in TextUs with an automatic candidate import from your Greenhouse ATS.
Automatically sync candidate data. Automatically sync candidate data from Greenhouse so you can view details such as job ID, candidate status, and more in TextUs.
View conversations in Greenhouse. Conversations are logged back to the candidate record in Greenhouse to keep the hiring team on the same page.
Getting started with your Greenhouse V3 integration
Note: Your Greenhouse admin should complete the steps in this guide to ensure your integration has the correct account settings and permissions. This process should only need to be completed one time. In order to ensure a smooth transition to this new version, we recommend keeping Greenhouse V2 active for the first 24 hours of using V3 in case you run into any issues with the integration process.
To integrate TextUs with your Greenhouse instance and synchronize data between the two platforms, complete the following steps:
Step 1: Generate an API key in Greenhouse
Your TextUs integration for Greenhouse requires you to generate an API key from your Greenhouse account. To create and copy your Greenhouse API key, complete the following steps:
Log in to Greenhouse as an administrator.
In the top navigation bar within Greenhouse, click the Configure icon, then go to Dev Center > API Credentials.
Select Create New API Key and enter the following on the Create new credential view:
API Type: Harvest
Partner: TextUs
Description: This field is automatically populated.
Once you're done entering these values, click Manage permissions. This will create and display your new API key.
On the API key successfully created view, copy your API key and store it in a secure place. You will need your API key to complete the integration process in the TextUs web app.
Once you have stored your API key, click I have stored the API key to close the view. This will direct you to the Harvest API page for the API key you just created.
On the Harvest API page, scroll down to the Manage permissions section and set the following access permissions for this API key:
Activity Feed
All permissions
Applications
Get: Retrieve Application
Get: List Applications
Candidates
Get: List Candidates
Get: Retrieve Candidate
Post: Add Note
Jobs
Get: Retrieve Job
Get: List Jobs
Job Stages
All permissions
Users
Get: Retrieve User
Get: List Users
Once you're done setting the permissions, click Save.
Step 2: Grab your Greenhouse subdomain
Within the Greenhouse V3 integration, we provide a hyperlink to the candidate record from within TextUs. For the link to successfully open the candidate record, you'll need to input your organization's Greenhouse subdomain into the integration settings within TextUs.
To grab your Greenhouse subdomain, open your Greenhouse instance within your web browser, then copy the URL. Your subdomain will be the alphanumeric value listed before greenhouse.io. In the example below, 'app15' is the subdomain for this organization's Greenhouse instance.
https://app15.greenhouse.io/configure/dev_center/credentials/permissions?id=4007612992
Collect your subdomain so that you can successfully enter it within step 3 below.
Step 3: Enable your Greenhouse integration in TextUs
To integrate TextUs with your Greenhouse instance, complete the following steps:
Log in to next.textus.com with your org admin user account.
Click on your user icon and go to Accounts.
On the Accounts page, find your org account at the top of the account hierarchy and click View.
Click the Settings tab, then go to Account Settings > Integrations.
Click the Greenhouse V3 settings card, then enter the following information:
Email: Your Greenhouse administrator email address.
API key: Enter the Greenhouse API key you created in Step 1 of this guide.
Subdomain: Enter the alphanumeric value you gather in Step 2 of this guide.
Click Save.
Step 4: Grab your endpoint URL and secret key
After saving your integration settings in TextUs, you’ll need to find and copy two important pieces of information from your Greenhouse V3 settings card: the Endpoint URL and the Secret key.
Greenhouse will require both of these credentials in order to complete the integration setup in Step 5, so you should store them in a secure place that will be easily accessible while your Greenhouse instance is open on your browser.
After completing Step 3, you will be on the Integrations page. From this page, complete the following steps in order to find and copy both credentials:
Click the Greenhouse V3 settings card.
Expand the Incoming Webhooks section.
Copy both the Endpoint URL and the Secret key to a place that they can be easily accessed for the next step of the integration process.
Step 5: Create webhooks in Greenhouse
To integrate TextUs with your Greenhouse instance, complete the following steps after you have saved your integration in TextUs. During this process, you will create four webhooks for TextUs:
Delete candidate
Candidate has been hired
Candidate has been unhired
Candidate has changed stage
Webhook set up is necessary for both contact sync and conversation logging. Each webhook that is connected brings in key data to TextUs to allow our system to connect back to Greenhouse. To create your webhooks, follow these steps:
Log in to Greenhouse as an administrator.
In the top navigation bar within Greenhouse, click the Configure icon, then go to Dev Center > Web Hooks.
In the list that displays, click the Web Hooks option. The Create A New Web Hook page will open.
In the available fields, enter in the required information as shown in the webhook write-ups below, starting with Webhook 1: Delete Candidate.
Once you are done entering the required information, click the Create Web hook button.
Repeat steps 3 - 5 for each of the remaining webhooks listed below.
Note: For the Error recipient email address, we recommend using an email that is regularly monitored by your team so that your organization can receive a system notification if an integration failure occurs.
Webhook 1: Delete Candidate
Name: TextUs: Delete Candidate
When: Delete candidate
Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
Secret key: Enter the secret key that you grabbed in Step 4.
Error recipient email: Your email or IT department email
Webhook 2: Candidate has been hired
Name: TextUs: Candidate Hired
When: Candidate has been hired
Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
Secret key: Enter the secret key that you grabbed in Step 4.
Error recipient email: Your email or IT department email
Webhook 3: Candidate has been unhired
Name: TextUs: Candidate Unhired
When: Candidate has been unhired
Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
Secret key: Enter the secret key that you grabbed in Step 4.
Error recipient email: Your email or IT department email
Webhook 4: Candidate has changed stage
Name: TextUs: Candidate Stage Change
When: Candidate has changed stage
Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
Secret key: Enter the secret key that you grabbed in Step 4.
Error recipient email: Your email or IT department email
Step 6: Enable batch conversation logging (optional)
By default, Greenhouse logs sent and received messages as individual notes. You can configure your integration to batch log messages to Greenhouse candidate records as daily or weekly notes using batch conversation logging. This will help consolidate conversation into more batch notes to make them easier to view later. After this setting is enabled, it will be applied across all accounts in your organization.
Within TextUs, click the Settings tab, then go to Account Settings > Integrations.
Click the Greenhouse V3 settings card, then expand the Settings section.
Enable Batch Conversation Logging by toggling the option to 'Active'.
On the Conversation Duration dropdown, select one of the following options:
One Day: Logs conversation batches on a daily basis.
One Week: Logs conversation batches on a weekly basis.
Click Save.