Automations: Move to Hotlist Category Trigger

When creating an Automation, you'll have the ability to select Move to Hotlist Category as an available Trigger. Selecting this option will set an action to occur when a candidate is added to a specific, custom Hotlist Category.

Tip: Review these 10 Powerful Automation Examples to help optimize your workflow and improve efficiency.

To add the Move to Hotlist Category Trigger to an Automation:

• Open the Create New Automation window
• Select Move to Hotlist Category from the Trigger dropdown

• Click a button to the right of Type to select either a Person, Company, or Job Hotlist

• Select the desired Hotlist
  • Only Hotlists that are shared with ALL users will be selectable

• Select which Hotlist Category from the above Hotlist you'd like to use for your Trigger

• Once the Automation is configured, it will be visible to and activated for all users in your agency.
• All users, regardless of permissions, would be able to complete the associated Action when they move any candidates into the configured Hotlist Category