Relay is a workflow automation tool for running and automating recurring operational playbooks. With Relay, you can make sure that things get done well and on time, every time.

Relay integrates with Lever and other tools you’re already using to automate repetitive tasks, meaning less work for your team, and more consistent results. Recruit candidates, manage interviews, and welcome new hires - Relay makes it easy to keep your team involved in workflows that need a human touch.

For more inspiration on how you can use Relay with Lever, check out the HR solutions page. Also take a look at the Lever integration page for some example playbook templates.

Setting up the integration

1. Open up the Relay dashboard
2. In the left menu, click Integrations

1. Find the Lever entry and click Connect

1. Accept the requested permissions to grant Relay access to Lever

<aside> 💡 At the moment, only one user account in a Relay workspace can connect the Lever integration. This account will have to be the one used to configure & own any Lever triggers/data sources/automations in your playbooks.

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Using the integration

Check out our getting started guide to learn more about Relay’s core concepts & get started with your first playbook.

Triggers

The following Lever triggers are available in Relay:

• Opportunity stage changed

  This trigger will start new playbook runs whenever an opportunity in Lever changes its stage (e.g. to kick off an interview process). You can configure the stage to watch for.

• Opportunity archived

  This trigger will start new playbook runs whenever an opportunity is archived in Lever (e.g. to send a rejection note). You can configure the archival reason to watch for

• Opportunity marked as hired

  This trigger will start new playbook runs whenever an opportunity is marked as hired in Lever (e.g. to kick off an onboarding process)