Triggers 

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Conditions that should be met to trigger your Autoflow action. You'll build your criteria in three simple steps:

1. Choose a trigger folder: Autoflow will check all candidates entering this folder. 
2. Construct the criteria: The criteria are based on Candidate Attributes, which can be compared to a chosen value using operators (is, is not, is present, etc.). Here, click Add to include the criteria.
3. Link the criteria: You can include several criteria and link them using AND/OR clauses. 

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Criteria

The criteria are based on a Candidate Attribute that will be compared to the desired value using an operator.

So, for example, if we wanted to check if a candidate’s Name is Sam, our Attribute would be “Name”, the operator would be “is”, and the value would be “Sam”. 

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Candidate Attributes

Candidate Attributes are data points for each candidate. Some Candidate Attributes are determined when the candidates are created in Talkpush (such as Name, Source, Added date), and others after they fill out the Prescreening Questions (this can include Address, Expected Salary, and Age).

In our example above, where we want to check if a candidate’s Name is Sam, the Attribute would be Name. For Autoflow purposes, Attributes can be classified into one of 4 types:
 

• Text (Name, Address, Source)
• Number (Age, Expected Salary)
• Date (Added at, Completed at)
• Dropdown (Country, Assigned recruiter)

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Operators

Operators determine how a Candidate Attribute is compared to selected values based on its type. For example, to check if a candidate's name is "Sam," use the "is" operator. 

Here's a quick list of Operators based on the Candidate Attribute Type:

• Text Attributes: is, is not, starts with, ends with, matched, does not match, is empty, is present
• Number Attributes: is, greater than, less than, greater than or equal, less than or equal, is empty, is present
• Date Attributes: on, after, before, is unknown, has any value 
• Dropdown: is 

No value can be chosen for operators that check whether an attribute is filled (empty or present).

Examples

-> Candidate Attribute 'Name'

• is 'Sam'
• starts with 'S' 
• ends with 'm' 

-> Candidate Attribute 'Years in the industry'

• is 10 
• is greater than 10

-> Candidate Attribute 'Start date'

• On March 21
• After March 21 

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Autoflow is case-sensitive. If you're looking for Sam, make sure your operator checks 'Sam' and not 'sam' or 'SAM'.

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Values

In our previous example, where we want to check if the candidate’s Name is Sam, our Value would be Sam. 

• For Text attributes, you must input text.
• For Number attributes, you must input digits.
• For Date attributes, you’ll be presented with a calendar to mark your desired date or a box to input the number of days:

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And finally, for Dropdown attributes, you’ll see the dropdown list to select your desired value.

You can also choose Select Candidate Attribute for any given attribute to compare two existing attributes. The available operators for comparison are determined by the first Attribute selected.

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Clauses 

AND Clause: This logic requires all specified conditions to be true for the action to take place. It's like saying "This AND that must be true." If any of the conditions is false, the overall statement is false. For example, if you need a candidate to be 21 or older AND have more than 3 years of experience, both conditions must be met for the action (such as moving forward in a job application process) to be triggered.

OR Clause: This logic requires only one of the specified conditions to be true for the action to occur. It's like saying, "This OR that can be true." The overall statement is true if any of the conditions is true. For instance, if an action is to be triggered if a candidate was added before January 1, 2022, OR they have no registered phone number, meeting just one of these conditions is enough for the action to be initiated.

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After you have linked your Criteria, your trigger is created!

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