Who can do this: anyone who can edit the list, in a company with Bullhorn connected. Automations are in beta.
Keep a marketing list in step with Bullhorn. For example: everyone on the "Available now" tearsheet is on the list, and leaves it when they're taken off the tearsheet.
Have these ready: the Bullhorn tearsheet or candidate field you want to use, and the value that should trigger the automation.
Steps
Open the list and click List configuration > Automations.
Click Create new automation and enter an Automation name. Enter the name first; the trigger menu opens after that.
Under Bullhorn Trigger, choose when it runs:
Candidate added to tearsheet: pick the tearsheet.
Candidate removed from tearsheet: pick the tearsheet.
Field change on candidate: pick the Bullhorn field and enter the value to match.
Bullhorn Automation Webhook (Herefish): Candidately gives you a Webhook URL and Data to copy into your Bullhorn Automation (method PUT).
Under Candidately Action, choose what happens:
Import candidate: choose the Candidate status they get (Draft, Active or Inactive) and which Bullhorn file type to use as the CV (for example Resume or Formatted Resume; the newest file wins). Import candidate from database (if available) is ticked by default and uses their Candidately profile instead of the Bullhorn resume.
Set candidate active
Set candidate inactive
Delete candidate
Click Save and activate. Or Save as draft to finish later.
What happens next
The automation shows in the list with a switch to turn it on or off. When the trigger fires in Bullhorn, the action runs within a few minutes.
Example: an "Available now" list
Automation 1: Candidate added to tearsheet "Available now" → Import candidate, status Active.
Automation 2: Candidate removed from tearsheet "Available now" → Set candidate inactive.
Good to know
Field change on candidate has no initial sync. It only runs for new candidates, or when the field changes after you set it up.
Some actions only work on candidates that another automation imported first. The form tells you when that's the case.
You can only test a webhook after you've saved the automation.
If the tearsheet is deleted in Bullhorn, you'll see "The selected Tearsheet seems to be deleted. Please select another one."
Copy an automation to another list with Duplicate automation to another list.