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JobAdder Zapier integrationAutomate JobAdder with Zapier.
JobAdder Zapier integration: 14 triggers, 25 actions and 13 searches let a Zap react to candidates, job orders and placements the second they move, then write notes, tasks and records back into JobAdder. Every trigger is instant, even on the free plan.
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What the JobAdder Zapier integration does for a recruiting desk
The JobAdder Zapier integration links your JobAdder account (the applicant tracking system and CRM built for recruiters) to the other tools you use, through a Zap: an automation that waits for one event, then runs one or more steps every time it happens. Nothing to code. You pick the event, the step that follows, and which details go where.
Three results show up again and again. A follow-up task per placement: Placements - New or Status Changed starts the Zap, Create User Task books the check-in call for the consultant. A candidate file that builds itself: a form answer becomes a record through Create Candidate, and Attach a Candidate Document drops the resume on it. A job board alert: New Job Ad Posted pushes each live ad to your team chat so nobody shares an old link.
What Zapier does not do here: there is no delete action, so a Zap can create, update and annotate records but never remove one. It also cannot look back. A Zap only sees what happens after you switch it on, so last month's candidates stay where they are. And most actions want a JobAdder ID (candidate, job, company), which means many useful Zaps need a search step in front of the action.
If you are weighing other tools, the same app is covered on the JobAdder Make integration page, and n8n vs Zapier lays out the criteria side by side.
Zapier vocabulary in one minute
Eight words carry the whole page. Read them once, they come back everywhere below.
- Zap
- Your automation on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in JobAdder that starts the Zap, like a new candidate or a placement. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes a note, creates a record or updates a status for you.
- Task
- The unit Zapier bills. One action that completes successfully counts as one task; your plan gives you a number of them.
- Polling vs instant
- A polling trigger is checked on a timer. An instant one is reported by the app the moment it happens. All JobAdder triggers are instant.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
- Search step
- A step that looks up something already in JobAdder, like a candidate, so the next steps can use what it found, often its ID.
- Connection
- Your JobAdder account linked to Zapier once, then reused by every step of every Zap that touches JobAdder.
What a JobAdder Zap really costs
JobAdder is not a premium app on Zapier, so it works from the free plan.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps only
- Trigger and waitingFree, never counted
- Filter or search stepMakes the Zap multi-step, paid plan
The trigger never costs a task, and neither does waiting for it. Each action that succeeds counts once, so a Zap with three actions burns three times faster; a failed action is not billed. The free plan gives 100 tasks a month but only two-step Zaps: one trigger, one action. Add a filter or a search (and on JobAdder you often need one for IDs) and the Zap becomes multi-step, which needs a paid plan. The interval grid below only matters for polling triggers, and JobAdder has none.
Connect JobAdder to Zapier in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. You need a JobAdder login, plus access to any records you do not own but want the Zap to touch.
- 02
Pick JobAdder and sign in
Type JobAdder in the search box of the dialog, select it, then click Add connection. A new tab opens on the JobAdder sign-in page: log in with the account the Zaps should act as.
- 03
Grant access
Allow Zapier to use the account. The tab closes and JobAdder shows up in your list. From now on, every step that uses JobAdder offers this connection, so you never sign in twice.
Your first Zap: a task for every new placement
GoalWhen a placement is created in JobAdder, keep only the new ones and book a follow-up task for the consultant.
- 01
Create the Zap
Click Create, then pick JobAdder as the app and Placements - New or Status Changed as the event. Choose your JobAdder connection.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent placements of the account, so you map the next steps on a real one, not on placeholder data.
- 03
Add the filter
From the plus icon, add Filter. Pick the status field, a text rule, and the value of a new placement. This step makes the Zap multi-step, so a paid plan.
- 04
Add the action
Choose JobAdder again and Create User Task. Map the title, start and end dates, the assignee user ID, and set the placement as primary record.
- 05
Test and publish
Test the action and check the task really appears in JobAdder. Then click Publish: from now on, every placement creates its task within moments.
JobAdder triggers: 14 events, all instant
14 events start a Zap when something happens in JobAdder, and 14 of them are instant: the app calls Zapier straight away, whatever your plan.
Entity Added to Folder
Instant triggerIn Zapier“Triggers when selected entity is added to a folder.”
This trigger fires when a record lands in the JobAdder folder you picked, which turns any folder you use as a shortlist into a starting point. During setup you say which kind of record to watch and which folder.
Job Ad Expired
Instant triggerIn Zapier“Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards”
An ad coming off a job board is the signal here: Zapier receives the ad that just expired.
New Retained Invoice Sent
Instant triggerIn Zapier“Triggers when a retained invoice is sent”
Each time JobAdder sends a retained invoice, this event goes out to Zapier, so billing news reaches the people who follow the account.
Applications - New or Status Changed
Instant triggerIn Zapier“Triggers when you receive a new Job Application and/or its status is changed.”
Every application to one of your jobs, and every move it makes through your pipeline, can start a Zap from here.
Candidates - New or Status Changed
Instant triggerIn Zapier“Triggers when a new Candidate record is created and/or its status is changed.”
New candidate records, status updates on existing ones, or both: the When to Trigger setting decides which ones start the Zap.
Companies - New or Status Changed
Instant triggerIn Zapier“Triggers when a new Company record is created and/or its status is changed.”
Client companies get the same treatment as candidates: a company created in JobAdder, or one whose status moves, sets this off.
Contacts - New or Status Changed
Instant triggerIn Zapier“Can trigger when a new Contact record is created and/or its status is changed.”
Hiring managers and other people at your clients live in JobAdder as contacts, and this trigger watches them come in or change status.
New Interview / Meeting Event Scheduled
Instant triggerIn Zapier“Triggers when you have scheduled an event.”
Booking an interview or a meeting in JobAdder is enough here: the scheduled event goes straight to Zapier with its details.
New Interview Scheduled
Instant triggerIn Zapier“Triggers when you have scheduled an interview. (To be Deprecated - use the new Event Scheduled Trigger instead)”
This is the older, interview-only version of the event trigger above, still offered in the editor for Zaps that already rely on it.
New Job Ad Posted
Instant triggerIn Zapier“Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards”
As soon as a job ad goes live on a board, Zapier gets the ad and can share it wherever your team or your network will see it.
Job Orders - New or Status Changed
Instant triggerIn Zapier“Triggers when a new Job Order is created and/or its status is changed.”
Job orders, the roles a client has asked you to fill, start the Zap when they are created or when their status changes.
Placements - New or Status Changed
Instant triggerIn Zapier“Triggers when a new Placement record is created and/or its status is changed.”
The moment a candidate is placed, or a placement changes status, JobAdder hands the record to Zapier.
Opportunities - New or Stage Changed
Instant triggerIn Zapier“Triggers when a new Opportunity record is created and/or its stage is changed.”
Sales opportunities follow stages rather than statuses, and this trigger follows them, from a fresh lead to a signed deal.
Entity Removed From Folder
Instant triggerIn Zapier“Triggers when selected entity is removed from a folder.”
Think of it as the mirror of the folder trigger at the top: a record taken out of a chosen folder starts the Zap.
JobAdder actions: what a Zap can write
JobAdder gives you 25 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Add Candidate to Job
- Add or Remove Entities in Folder
- Add Application Note
- Attach a Candidate Document
- Add Candidate Note
- Add Company Note
- Add Contact Note
- Create Candidate
- Create Company
- Create Contact
- Create Job Order
- Create Opportunity
- Create User Task
- Add Job Order Note
- Add Placement Note
- Update Application Status
- Update Candidate
- Update Candidate Document Details
- Update Candidate Skills
- Update Company
- Update Company Document Details
- Update Contact
- Update Contact Skills
- Update Opportunity
- Update Placement
Add Candidate to Job
ActionIn Zapier“Adds a candidate to a Job Application”
Links an existing candidate to an existing job, which creates the application in the pipeline.
Add or Remove Entities in Folder
ActionIn Zapier“Adds or Removes Entities in Folder”
Drops a record into a folder, or takes it out, depending on the operator you choose.
Add Application Note
ActionIn Zapier“Adds a note to an Application record.”
Feedback about one candidate for one job goes on the application, the link between the two.
Attach a Candidate Document
ActionIn Zapier“Attach a Candidate Document.”
Uploads a file onto a candidate, typically a resume or a cover letter, with a document type and a filename.
Add Candidate Note
ActionIn Zapier“Adds a note to a Candidate record.”
Writes a note on a candidate record, with a note type and your text, so the history stays in one place.
Add Company Note
ActionIn Zapier“Adds a note to a Company Record.”
Company-level news belongs here: a note filed on the client account rather than on one person.
Add Contact Note
ActionIn Zapier“Adds a note to a Contact Record.”
Your client conversations from other tools can end up on the contact's record through this one.
Create Candidate
ActionIn Zapier“Creates a new Candidate Record.”
Turns any incoming lead, form answer or email into a new candidate record in JobAdder, with first name, last name and email filled in.
Create Company
ActionIn Zapier“Creates a new Company Record.”
Opens a company record from just a name, which makes it the easiest create action of the lot.
Create Contact
ActionIn Zapier“Creates a new Contact Record.”
Adds a person on the client side, a hiring manager or an HR lead, as a contact record.
Create Job Order
ActionIn Zapier“Creates a new Job Order”
Opens a new role in JobAdder with its title, work type and owner.
Create Opportunity
ActionIn Zapier“Creates a new Opportunity Record.”
Logs a new sales opportunity against a client, with its stage and owners, so business development work sits next to delivery.
Create User Task
ActionIn Zapier“Creates a new User Task.”
Puts a dated task in a consultant's JobAdder list, tied to the candidate, job or placement it is about.
Add Job Order Note
ActionIn Zapier“Adds a note to a Job Order Record.”
Pins a comment to the role itself, visible to everyone working the job order.
Add Placement Note
ActionIn Zapier“Adds a note to a Placement Record”
After the hire, the placement record collects what happens next, and this action writes there.
Update Application Status
ActionIn Zapier“Updates an Application Status. (Can optionally create a note also)”
Moves an application to another status, and can add a note in the same step.
Update Candidate
ActionIn Zapier“Updates a Candidate Record”
Changes fields on an existing candidate record, such as availability or the unsubscribe flag.
Update Candidate Document Details
ActionIn Zapier“Updates details of a Candidate document”
Edits the details of a document already on a candidate, not the file itself.
Update Candidate Skills
ActionIn Zapier“Update skills of candidate”
Rewrites the skills on a candidate, which is what your searches and matching rely on.
Update Company
ActionIn Zapier“Updates a Company Record”
Edits an existing company record, found by its company ID.
Update Company Document Details
ActionIn Zapier“Updates details of a Company document”
Changes the details of a file attached to a company, such as terms of business.
Update Contact
ActionIn Zapier“Updates a Contact Record”
Keeps a client contact in step with your other tools by editing the existing record.
Update Contact Skills
ActionIn Zapier“Update skills of contact”
The same idea applied to client contacts: their skills field gets updated from another source.
Update Opportunity
ActionIn Zapier“Updates an Opportunity Record.”
Moves or edits an opportunity that already exists, so sales progress made elsewhere shows up in JobAdder.
Update Placement
ActionIn Zapier“Updates an existing placement in JobAdder”
Edits a placement after the fact, its job title included.
JobAdder searches: finding the IDs your actions need
13 search steps look for data that already exists in JobAdder, so a later step can use it.
Most JobAdder actions want an ID. A search step finds the record first and hands its ID to the action. In the editor, searches sit at the bottom of the Action event list under SEARCH, and some fields offer + Add search step to insert one for you. Each search adds a step, so the Zap becomes multi-step.
Find Application
SearchIn Zapier“Finds a Candidate Application. Will return one record only, use multiple fields to obtain a specific record.”
Looks up one candidate application from the details you give, and returns a single record.
Find Candidate
SearchFind or createIn Zapier“Finds a Candidate Record. Will return one record only, use multiple fields to obtain a specific record.”
The search you will use most: it finds a candidate and hands its ID to the next step.
Find Company
SearchFind or createIn Zapier“Finds a Company Record. Will return one record only, use Company ID or the full Company Name (as entered in JobAdder).”
Finds one client company, by its ID or by its full name exactly as typed in JobAdder.
Find Contact
SearchFind or createIn Zapier“Finds a Contact Record. Will return one record only, use multiple fields to obtain a specific record.”
Tracks down a client contact and returns that one record for the steps after it.
Find Job Order
SearchFind or createIn Zapier“Finds a Job Order Record. Will return one record only, use multiple fields to obtain a specific record.”
Locates a job order so its ID can feed Add Candidate to Job or Add Job Order Note.
Find Placement
SearchIn Zapier“Finds a Placement Record. Will return one record only, use multiple fields to obtain a specific record.”
Returns a single placement matching the fields you fill in.
Get Application by ID
SearchIn Zapier“Gets existing Application by ID.”
Fetches the full application when you already hold its ID, to read details the trigger left out.
Get Candidate by ID
SearchIn Zapier“Gets existing Candidate by ID.”
Pulls the complete candidate record from an ID handed over by an earlier step.
Get Candidate Document - Cover Letter or Resume
SearchIn Zapier“Gets the most recent type of document selected attached to Candidate.”
Grabs the latest resume or cover letter attached to a candidate, whichever document type you choose.
Get Company by ID
SearchIn Zapier“Gets existing Company by ID.”
Reads one company in full from its ID.
Get Contact by ID
SearchIn Zapier“Gets existing Contact by ID.”
Brings back a client contact when an earlier step already gave you the contact ID.
Get Job Order by ID
SearchIn Zapier“Gets existing Job Order by ID.”
Loads a job order from its ID, to reuse its title, client or owner further down the Zap.
Get Placement by ID
SearchIn Zapier“Gets existing Placement by ID.”
Retrieves one placement in full, given its ID.
The three settings every search exposes
- Successful if no search results are found?Left as it is, a search that finds nothing stops the Zap and skips what depends on it. Switched on, the Zap carries on without the record.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: it asks for the fields needed to create the missing record, and the setting above disappears.
- If multiple search results are found?Three choices: keep the first match (the default), stop the Zap, or pass all matches on at once.
When a JobAdder Zap breaks
Zapier attaches no help article to JobAdder and no app-specific rate limit is documented. What breaks is the general Zapier behaviour, plus two JobAdder habits.
Most problems below show up in the first week. If a Zap still misbehaves, the Zapier troubleshooting page walks through the usual checks.
No backfill of old records
A Zap only reacts to what happens after you publish it. Candidates and jobs already in JobAdder are not picked up; moving them is a separate job.A Zap that sets itself off
Update Candidate run from a candidate status trigger, or a folder action on a folder trigger, can restart the Zap endlessly and eat your tasks.Bulk imports held back
A mass import or a data migration fires a flood of events at once, and Zapier's flood protection can hold that batch back.One ad, several runs
Job ad triggers fire once per job board. An ad on several boards runs the Zap several times, and each run spends its own tasks.
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