How to activate the integration with Zoho?

1/ Creation of the predictive models module

2/ Attach the PM module to the Vacancy module

3/ Create result fields in the Application module

4/ Create a Webhook

5/ Create a Webhook Trigger

6/ Integration activation

7/ Activation of integration in the AssessFirst marketplace

8/ Add an AF Token variable

 

1/ Creation of the predictive modeling module

To have AF predictive models, you need to create a custom module.

→ Go to Configuration -> Customization -> Modules.

→ Click on “Create a module.”

→ Enter the “names” of the module with the following criteria:

Plural form: AssessFirst PMs
Singular form: AssessFirst PM

• 

 

→ Configure the module fields by removing unnecessary fields and adding a “Single line” field named “Uuid.”

 

 

2/ Attach the PM module to the Vacancy module

To link AF predictive models to Jobs in the ATS

→ Go to Configuration / Customization / Modules

→ Click on the module in the “Job Openings” list

→ Create (by dragging and dropping) a new “Assessfirst” section

→ Add a “Search” field to this new section:

Field label: AssessFirst Predictive Model
Query type: AssessFirst PMs (previously created model)
List title: AssessFirst Predictive Model

→ Click on “Finish”

→ Click on “Save layout”

 

 

3/ Create result fields in the Application module

To enable the display of a candidate's AF results during an application.

→ Go to Configuration -> Customization -> Modules

→ Click on the module in the “Applications” list

→ Add a new section called “AssessFirst”

→ Add the following fields (ensuring that the field names and capitalization are correct):

 

Nom du champ	Type
SWIPE Score	Une seule ligne
SWIPE Report	URL
DRIVE Score	Une seule ligne
DRIVE Report	URL
BRAIN Score	Une seule ligne
BRAIN Report	URL
Adequacy Score	Une seule ligne
Adequacy Report	URL
A-Player Score	Une seule ligne
Results link	URL

→ Click on “Save Layout”

 

 

 

 

4/ Create a Webhook

To configure the AF webhook elements to be triggered when inviting a candidate:

→ Go to Configuration -> Automation -> Action

→ Click on the “Webhooks” tab

→ Click “Configure Webhook”:

Name: Application - Assessfirst send Invite

URL to notify: [AFBaseURL]/integrations/zohorecruit/send-invitation

• [AFBaseURL] for production -> app.assessfirst.com
• [AFBaseURL] for testing -> simu.assessfirst.com

Method: Post

Type: General

Module: Applications

→ Add the following URL Parameters:

 

 

 

→ Click on “Save.”

 

5/ Create a Webhook Trigger

Once the webhook has been created, you need to define a workflow rule specifying the trigger criteria.

→ Go to Configuration -> Automation -> Workflow Rules.

→ Click on “Create Rule”:

• Module: Applications
• Rule Name: Call AF Webhook

→ Create the trigger rule:

 

→ Manage a possible condition:

→ Add a Webhook-type “Instant Action” and select the previously created Webhook:

→ Click on “Associate”

→ Click on “Save.”

 

6/ Integration activation

To generate the OAuth code on Zoho:

→ Log in to Zoho Developer Console

→ Click on “ADD CLIENT”

→ Select the “Self Client” type

⇒ Retrieve the Client ID and Client Secret

→ Then click on the “Generate Code” tab

⇒ Scope: ZohoRecruit.users.all,ZohoRecruit.org.all,ZohoRecruit.settings.all,ZohoRecruit.modules.all

⇒ Time Duration : 10 Minutes

⇒ Scope Description : AssessFirst App

⇒ Select Portal : Recruit + Organisation

=> Retrieve the OAuth code for activation in the AssessFirst marketplace.

 

 

7/ Activation of integration in the AssessFirst marketplace

If you are an Administrator and have an API license, you can activate the integration in the AssessFirst marketplace:

1. Click on the icon in the top right corner to access your settings and select Integrations.

2. Click on Zoho.

3. Click on Activate


Enter the following settings : https://www.zoho.com/recruit/developer-guide/apiv2/access-refresh.html)

-> Authorization code : Ouath code retrieved in part 7

-> Custom module value : Value recovered in step 1

-> Domain URL -> by default https://recruit.zoho.eu

 

When you confirm, an AssessFirst token will be generated. You will need to paste it into Zoho to finalize the integration.

 

8/ Add an AF Token variable

To add the AssessFirst identification token:

→ Go to Configuration -> Developer Area -> Recruit variables

→ Click “Create a new variable”:

• Variable name: Assessfirst Token
• Type: single line
• Value: Paste the token that was generated on the AssessFirst marketplace

→ Click on “Save.”