Template: Create Oneflow contracts when candidates moved to Offer stage in Recruitee (Zapier)

This Zap automatically creates a Oneflow contract whenever a candidate is moved to the Offer stage in Recruitee.

The candidate is added as an individual counterparty to the contract. Once the contract is created, a link to the contract is added as a note in the candidate's profile in Recruitee. You can also send an email notification with the contract link to recipients of your choice.

1. Trigger: Candidate moved to Offer stage in Recruitee

App & event

• Select Recruitee as the app.
• Event: Select Candidate Moved to Offer Stage.
  • This triggers the Zap when a candidate is moved to the Offer stage.

Choose account

• Recruitee account: Select your connected Recruitee account.
  • The dropdown displays connected Recruitee accounts.
  • If the required account isn't listed, click + Connect a new account.

Set up trigger

• Company account: Select a company from the dropdown.
• Job opening: Select a specific job opening from your Recruitee account to limit the Zap to that opening only.
  • If left blank, the Zap triggers for all candidates in any job opening within the selected company account.
• Job opening stage: Defaults to Offer. To change it, select another stage from the dropdown.

2. Action: Create contract in Oneflow

App & event

• Select Oneflow as the app.
• Event: Select Create Contract.
  • This creates a new contract in your Oneflow account.

Choose account

• Oneflow account: Select your connected Oneflow account.
  • If your account isn't listed, click + Connect a new account. Learn more: Connecting to Oneflow accounts.

Set up action

• Create contract as: Select the Oneflow user who will create the contract. The available Templates and Workspace options depend on the selected account.
• Contract name: Defaults to the Job title and Candidate name from Recruitee. You can customize this field.
• Workspace: Select the workspace where this contract will be created.
  • The dropdown lists workspaces from the selected account.
• Template: Select a template from your Oneflow account.
  • The dropdown lists templates from the selected account.

Data fields (optional)

• How many data fields to map: Enter the number of data fields you would like to configure (1–3).
  • The corresponding fields will appear below.
• Custom ID of field n: Select the Oneflow data field from the dropdown (lists all data fields from the selected template).
• Value of field n: Enter or map the value for the data field.

3. Action: Add participant in Oneflow

This step adds a participant to the contract. The candidate from Recruitee is added as the counterparty.

App & event

• Select Oneflow as the app.
• Event: Select Add Participant.
  • This adds participants to the contract.

Choose account

• Oneflow account: Select your connected Oneflow account.

Set up action

• Add new participant to contract as: Choose who adds the participant.
  • Contract creator (default): Adds the participant as the contract creator.
  • Another Oneflow user: Adds the participant as another Oneflow user.
• Contract ID: Automatically populated from the previous step (step 2).
• Participant type: Choose the type of participant.
  • Individual (default): Adds an individual as a counterparty.
  • Colleague/Participant: Adds an owner-side party.
  • Company: Adds a company as a counterparty.

• Party ID (if participant type is colleague): Enter a unique identifier for the legal entity to which the participant belongs (e.g., company number). A party represents a legal entity in a contract.
• Company name (if participant type is company): Enter the company name.
• Participant name: Defaults to the Candidate name from Recruitee. You can edit this field.
• Participant email: Defaults to the Candidate primary email from Recruitee.
• Participant contact number: Defaults to the Candidate primary phone from Recruitee.
• Role in contract:
  • Signatory (default): The participant must sign the contract.
  • Viewer: The participant can only view the contract.

4. Action: Add note to candidate in Recruitee

This step adds a link to the Oneflow contract in the Notes section of the candidate's profile in Recruitee.

App & event

• Select Recruitee as the app.
• Event: Select Add Note to Candidate.

Choose account

• Recruitee account: Select your connected Recruitee account.

Set up action

• Company account: Select the company from the dropdown.
• Candidate: Defaults to the candidate moved to the Offer stage in Recruitee.
• Text: The default text includes a link to the Oneflow contract. You can customize this message.
• Private note: Defaults to No. Setting this to Yes makes the note visible only to you.

5. Action: Send outbound email

This step sends an automated notification email with a link to the Oneflow contract to recipients of your choice.

App & event

• Select Email by Zapier as the app.
• Event: Select Send Outbound Email.

Set up action

• To: Enter up to five email addresses separated by commas.
• Subject: The email subject line. Defaults to include the Candidate name and Job title from Recruitee. You can customize this field.
• Body (HTML or Plain): The email message content. A default template is included with the candidate name, job title, and a link to the Oneflow contract.