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Occy Zapier integrationAutomate Occy with Zapier.

The Occy Zapier integration has 1 trigger, no action and no search step. That trigger, Candidate Moved to Stage, is instant: each time a candidate moves to the stage you pick, Zapier hears about it at once, even on the free plan. Occy is not a premium app.

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Overview

What the Occy Zapier integration does for a hiring team

Occy is an applicant tracking system, the tool a company uses to run its hiring: open roles, candidates and the stages they move through. Zapier watches it for you. The integration does one thing: when a candidate lands on a stage you choose, a Zap starts and carries that candidate to the other tools your team uses.

One trigger, several useful results. The hiring manager hears first: Candidate Moved to Stage set on your interview stage posts a message in the team chat, so nobody has to refresh the pipeline to know who is coming in. Offers start the paperwork: set on the offer or hired stage, the same trigger adds the person to the sheet or HR tool that handles contracts and equipment. Rejections get a human follow-up: on the rejected stage, it can create a reminder for the recruiter to send a personal note.

Each Zap watches one stage. Want three stages covered? Build three Zaps; on the free plan that is allowed, since Zaps are unlimited.

Now what Zapier does not do for Occy. There is no action, so a Zap cannot create a candidate, move one between stages or add a note in Occy. There is no search step either, so a Zap cannot look up a candidate or a job. Occy sends; it never receives.

Still weighing up whether Zapier fits a small HR team? Start with our Zapier review.

Vocabulary

Zapier words, in one minute

A handful of words come back on every block. Here they are without jargon.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger happens.
Trigger
The event in an app that starts the Zap. For Occy, it is a candidate reaching a stage; Zapier waits for it once the Zap is on.
Action
What the Zap does after it starts: the step that writes, sends or creates something in another app on your behalf.
Task
What Zapier bills. One task is one action that completed successfully, and your plan counts those each month.
Instant vs polling
An instant trigger is reported by the app the moment it happens. A polling trigger is checked by Zapier on a timer.
Filter
A step that lets the Zap go on only when the candidate data meets your condition, and stops it there otherwise.
Connection
Your Occy account linked to Zapier once, then reused by every Zap that starts from a stage change.
Cost

What an Occy Zap really costs

Watching Occy for stage changes costs nothing. You pay for what the Zap does with each candidate.

  • Stage triggerNever costs a task
  • Successful action1 task each
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo, Occy works on the free plan

The trigger never uses a task. Each successful action in the apps after it uses one, and a failed action is not counted. A Zap that posts in chat and also adds a row to a sheet is two actions, so two tasks per candidate. The free plan gives you 100 tasks a month and unlimited Zaps, with two steps per Zap: one trigger, one action. A filter or a second action makes it a multi-step Zap, which needs a paid plan. The grid below is for polling triggers: Candidate Moved to Stage is instant and never waits for it.

Connect

Connect your Occy account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an Occy account, and access to the jobs and candidates of any hiring pipeline you do not own.

  2. 02

    Find Occy

    Type Occy in the search box of the dialog, pick it from the list, then click Add connection. A new browser tab opens on the Occy side so you can sign in there.

  3. 03

    Sign in and grant access

    Log in to Occy in that tab and allow Zapier to reach the account. The connection is then listed under Apps, and every Zap that starts from a stage change picks it from there.

First Zap

Your first Zap: warn the team when an interview is booked

GoalWhen a candidate reaches the interview stage in Occy, post a message in the hiring channel, but only for the role you choose.

  1. 01

    Create the Zap

    Start a new Zap. Pick Occy as the trigger app and Candidate Moved to Stage as the event, then choose the connection you made earlier.

  2. 02

    Pick the stage and test

    In the Candidate Moved to field, pick the interview stage. Run the test: Zapier brings back the three most recent items of the account, so you map the rest on a real candidate.

  3. 03

    Add a filter

    From the plus icon, add Filter. Pick, among the fields the test candidate brought back, the one that names the job, then a text rule and the role this channel cares about.

  4. 04

    Add the action

    Pick your chat app and the step that posts in a channel, then map the candidate details the test brought back into the message so it reads naturally.

  5. 05

    Publish

    Click Publish. With the filter, the Zap is multi-step and runs on a paid plan. On the free plan, drop the filter and announce every candidate who reaches that stage.

Triggers

The Occy trigger

1 event starts a Zap when something happens in Occy, and one of them is instant: the app calls Zapier straight away, whatever your plan.

1

Candidate Moved to Stage

Instant trigger

In Zapier“Triggers when a candidate is moved to a stage.”

Starts the Zap each time a candidate is moved to the stage you selected in Occy. The candidate's details travel with it, so the next step can announce, file or follow up without anyone retyping a name.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
send each newly hired person to your onboarding checklist the day the recruiter moves them to hired.
Watch out
the Candidate Moved to field is mandatory and watches a single stage, so covering several stages takes one Zap each.
When it breaks

When an Occy Zap breaks

Zapier lists no help article and no rate limit specific to Occy. The trouble comes from Zapier's general rules, and a busy hiring round shows them quickly.

Three cases cover most of what goes wrong. For any other symptom, the Zapier troubleshooting page walks through the usual causes.

  • Earlier candidates never arrive

    A Zap only reacts to what happens after you switch it on. Candidates moved before that day are not sent; catching up on them is a separate job.

  • A mass move is held back

    When a trigger suddenly hands Zapier a huge batch, after a bulk update or a migration, Zapier's flood protection can hold it back instead of running it.

  • The Zap will not publish on free

    A filter or a second action makes the Zap multi-step. The free plan stops at one trigger and one action, so publishing asks for a paid plan.
Need help

Need help automating Occy with Zapier?

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FAQ

Occy and Zapier, the questions people ask

01Is the Occy Zapier integration free?
Yes, on Zapier's free plan. Occy is not a premium app, so you can connect it without paying Zapier. The free plan gives you 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: the Candidate Moved to Stage trigger and one action. A filter, a second action or a search makes it a multi-step Zap, which needs a paid plan. What you pay Occy for the tracking system itself is a separate question.
02How many tasks does an Occy Zap use?
One task per successful action, nothing for the trigger. A Zap that posts each interview in chat costs one task per candidate who reaches that stage. If it also adds a row to a sheet, that is two tasks per candidate. A failed action is not counted. For most hiring teams the free allowance of 100 tasks a month goes a long way, but a large recruiting campaign with several Zaps can use it up.
03Does the Occy trigger work in real time?
Yes. Candidate Moved to Stage is an instant trigger: Occy tells Zapier as soon as a candidate lands on the stage you picked, and the Zap starts right away. The polling interval of your plan, 15 minutes on the free plan, does not apply to it. In the editor, a Zap that starts from an instant trigger shows a lightning bolt. The apps after it run as soon as the Zap reaches their step.
04What does it take to connect Occy to Zapier?
An Occy account, plus access to the jobs and candidates you want to use if someone else owns them. In Zapier, open Apps, click + Add connection, search Occy, click Add connection, sign in on the Occy tab that opens and grant access. The connection is reused by every Zap. When you set up the trigger, the Candidate Moved to field is mandatory, so the stage has to exist in Occy before you build anything.
05Can one Occy Zap watch several hiring stages?
No, each Zap watches one stage. The Candidate Moved to field takes the single stage you pick, and only moves into that stage start the Zap. To react to interviews, offers and rejections, build one Zap per stage. That costs nothing extra on the trigger side, and Zaps are unlimited even on the free plan. Name each Zap after its stage so the team can tell them apart later. It keeps the list readable.
06What if the Occy operation a job needs does not exist?
Then that part stays inside Occy. The integration offers one trigger, Candidate Moved to Stage, and nothing else: no action to add a candidate or move one, no trigger for new applications, no search to find a profile. Any step that writes into Occy is done by hand in the tool. When a missing operation blocks a workflow, the usual options are a manual step, or a request to the Occy team to add it to their Zapier app.
07Zapier, Make or n8n for Occy?
It depends on your criteria, not on a winner. If you want a ready Occy connection with an instant trigger and no setup beyond a login, Zapier has it. If your hiring Zaps grow into many steps, compare how each tool counts usage, since Zapier bills every successful action. If you need an Occy operation Zapier lacks, check what the other tools offer for this app before choosing. Hiring volume against budget is usually the deciding question.
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