Copilot + Recruitee Integration

Integrate Copilot to Recruitee in one click, or tell Integrately AI how you want each candidate handled. Track applicants, create client accounts, update profiles, and sync data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
  • Recruitee
    Candidate applies or is created in Recruitee Instant
  • Recruitee
    Candidate is deleted in Recruitee Instant
  • Recruitee
    Job is published in Recruitee Instant
  • Recruitee
    Candidate is moved to another pipeline in Recruitee Instant
  • Recruitee
    Candidate is assigned to a job or tenant pool in Recruitee Instant
  • Recruitee
    Job is unpublished in Recruitee Instant
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2.
  • Copilot
    Create task in Copilot
  • Copilot
    Create client in Copilot
  • Copilot
    Search client in Copilot
  • Copilot
    Update client in Copilot
  • Copilot
    Delete client in Copilot
  • Copilot
    Create company in Copilot
  • Copilot
    Search company in Copilot
  • Copilot
    Update company in Copilot
  • Copilot
    Delete company in Copilot
  • Copilot
    Create contract in Copilot
  • Copilot
    Create note in Copilot
  • Copilot
    Create folder in Copilot
  • Copilot
    Create link in Copilot
  • Copilot
    Request form responses from client in Copilot
  • Copilot
    Create message channel in Copilot
  • Copilot
    Create file channel in Copilot
  • Copilot
    Create file in Copilot
  • Copilot
    Create message in Copilot
  • Copilot
    Create invoice in Copilot
  • Copilot
    Create subscription in Copilot
  • Recruitee
    Create candidate in Recruitee
  • Recruitee
    Add note to candidate in Recruitee
  • Recruitee
    Update candidate in Recruitee
  • Recruitee
    Search candidate in Recruitee
  • Recruitee
    Add tags to candidate in Recruitee
  • Recruitee
    Delete candidate in Recruitee
  • Recruitee
    Create task in Recruitee
  • Recruitee
    Update task in Recruitee
  • Recruitee
    Search task in Recruitee
  • Recruitee
    Update job opening in Recruitee
  • Recruitee
    Create job opening in Recruitee
  • Recruitee
    Delete job opening in Recruitee
  • Recruitee
    Delete note in Recruitee
  • Recruitee
    Search note in Recruitee
  • Recruitee
    Delete tag in Recruitee
  • Recruitee
    Search tag in Recruitee
  • Recruitee
    Publish job in Recruitee
  • Recruitee
    Unpublish job in Recruitee
  • Recruitee
    Assign candidate to job opening/talent pool in Recruitee
  • Recruitee
    Get job opening by ID in Recruitee

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Ready Workflows Ready Workflows for Copilot + Recruitee Integration

Capture candidates, create client profiles, update job openings, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Copilot + Recruitee Integration

Create Recruitee task for new Copilot task

There is variety of project management softwares available on the market, each with its own advantages and disadvantages. As a result, many businesses find it useful to use two different project management software to get the best results.

For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.

This is where Copilot - Recruitee integration come to your rescue. It automatically creates a new task in Recruitee whenever a new task is created in Copilot. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copilot + Recruitee flow

Streamline hiring and client onboarding by sending candidate details to CRMs, chat channels, and calendar tools. Pick a combination and activate it in one click.

Copilot
Recruitee
+
BambooHRBambooHR (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
DocuSignDocuSign (3)
R
C
B
Turn every new Recruitee candidate into a Copilot client, and add them to BambooHR.
Candidates from Recruitee become Copilot clients instantly and are logged in BambooHR, eliminating manual data entry across platforms.
R
C
B
When a Recruitee candidate is deleted, remove the client in Copilot and update the record in BambooHR.
Deleted applicants in Recruitee trigger immediate profile removals in Copilot and updates in BambooHR.
R
C
B
When a job is published in Recruitee, create a task in Copilot and log a note in BambooHR.
New job openings in Recruitee automatically generate tasks in Copilot and notes in BambooHR for internal alignment.

Supported triggers and actions for Copilot and Recruitee

Mix and match to build the exact automation you need

Copilot
Copilot Triggers & Actions
Instant
Payment is succeed in Copilot
Triggers the automation when a payment is successful
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Instant
Client is created in Copilot
Triggers the automation when a new client is created
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Instant
Client is updated in Copilot
Triggers the automation when a client details are updated
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Instant
Client is deleted in Copilot
Triggers the automation when a client is deleted
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Instant
Client is activated in Copilot
Triggers the automation when a client is activated
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Instant
Client custom Field is updated in Copilot
Triggers the automation when a custom field for a client is updated
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Instant
Company is created in Copilot
Triggers the automation when a new company is created
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Instant
Company is updated in Copilot
Triggers the automation when a company details are updated
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Instant
Company is deleted in Copilot
Triggers the automation when a company is deleted
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Instant
Contract is requested in Copilot
Triggers the automation when a contract is requested
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Instant
Contract is signed in Copilot
Triggers the automation when a contract is signed
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Instant
File is created in Copilot
Triggers the automation when a new file is created
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Instant
File is updated in Copilot
Triggers the automation when a file is updated
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Instant
File is deleted in Copilot
Triggers the automation when a file is deleted
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Instant
Folder is created in Copilot
Triggers the automation when a new folder is created
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Instant
Folder is updated in Copilot
Triggers the automation when a folder is updated
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Instant
Folder is deleted in Copilot
Triggers the automation when a folder is deleted
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Instant
Form response is completed in Copilot
Triggers the automation when a form response is completed
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Instant
Internal user is created in Copilot
Triggers the automation when a new internal user is created
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Instant
Internal user is deleted in Copilot
Triggers the automation when an internal user is deleted
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Instant
Invoice is created in Copilot
Triggers the automation when an invoice is created
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Instant
Invoice is updated in Copilot
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Copilot
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Copilot
Triggers the automation when an invoice is sent
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Instant
Invoice is paid in Copilot
Triggers the automation when an invoice is paid
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Instant
Invoice is voided in Copilot
Triggers the automation when an invoice is voided
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Instant
Message channel is created in Copilot
Triggers the automation when a new message channel is created
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Instant
Message is sent in Copilot
Triggers the automation when a message is sent
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Instant
Note is created in Copilot
Triggers the automation when a note is created
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Instant
Note is updated in Copilot
Triggers the automation when a note is updated
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Instant
Note is deleted in Copilot
Triggers the automation when a note is deleted
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Instant
Notification is created in Copilot
Triggers the automation when a notification is created
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Instant
Price is created in Copilot
Triggers the automation when a price is created
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Instant
Product is created in Copilot
Triggers the automation when a product is created
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Instant
Product is updated in Copilot
Triggers the automation when a product is updated
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Instant
Task is created in Copilot
Triggers the automation when a task is created
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Instant
Task is updated in Copilot
Triggers the automation when a task is updated
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Instant
Task is archived in Copilot
Triggers the automation when a task is archived
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Instant
Task is deleted in Copilot
Triggers the automation when a task is deleted
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Instant
Task is completed in Copilot
Triggers the automation when a task is completed
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Instant
Payment is failed in Copilot
Triggers the automation when a payment fails
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Instant
Link is created in Copilot
Triggers the automation when a new link is created
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Instant
Link is updated in Copilot
Triggers the automation when a link is updated
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Instant
Link is deleted in Copilot
Triggers the automation when a link is deleted
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Instant
Subscription is created in Copilot
Triggers the automation when a subscription is created
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Instant
Subscription is canceled in Copilot
Triggers the automation when a subscription is canceled
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Create task in Copilot
Creates a new task
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Create client in Copilot
Creates a new client
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Search client in Copilot
Searches for a client
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Update client in Copilot
Updates client details
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Delete client in Copilot
Deletes a client
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Create company in Copilot
Creates a new company
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Search company in Copilot
Searches for a company
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Update company in Copilot
Updates company details
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Delete company in Copilot
Deletes a company
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Create contract in Copilot
Creates a new contract
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Create note in Copilot
Creates a new note
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Create folder in Copilot
Creates a new folder
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Create link in Copilot
Creates a new link
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Request form responses from client in Copilot
Requests form responses from a client
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Create message channel in Copilot
Creates a new message channel
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Create file channel in Copilot
Creates a new file channel
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Create file in Copilot
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Create message in Copilot
Creates a new message
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Create invoice in Copilot
Creates a new invoice
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Create subscription in Copilot
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Recruitee
Recruitee Triggers & Actions
Instant
Candidate applies or is created in Recruitee
Triggers the automation when a candidate applies for a job or a new candidate profile is created
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Instant
Candidate is deleted in Recruitee
Triggers the automation when any candidate is deleted
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Instant
Job is published in Recruitee
Triggers the automation when a new job listing is published
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Instant
Candidate is moved to another pipeline in Recruitee
Triggers the automation when a candidate is moved to another pipeline
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Instant
Candidate is assigned to a job or tenant pool in Recruitee
Triggers the automation when a candidate is assigned to a job opening or added to a talent pool
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Instant
Job is unpublished in Recruitee
Triggers the automation when a particular job is completed
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Create candidate in Recruitee
Generates a new candidate profile
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Add note to candidate in Recruitee
Records important information or updates about a candidate
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Update candidate in Recruitee
Updates candidate information
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Search candidate in Recruitee
Searches through candidate profiles
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Add tags to candidate in Recruitee
Categorize candidates by adding tags based on pre-defined criteria
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Delete candidate in Recruitee
Removes a candidate from the database
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Create task in Recruitee
Creates a new task
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Update task in Recruitee
Updates the task with new information or changes
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Search task in Recruitee
Searches for a task
Try it β†’
Update job opening in Recruitee
Updates existing job openings with new information
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Create job opening in Recruitee
Creates a new job opening
Try it β†’
Delete job opening in Recruitee
Removes the job opening from the system
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Delete note in Recruitee
Removes a selected note
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Search note in Recruitee
Searches for a note
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Delete tag in Recruitee
Removes a particular tag from the system
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Search tag in Recruitee
Searches for a tag
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Publish job in Recruitee
Publishes a job
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Unpublish job in Recruitee
Unpublishes a job
Try it β†’
Assign candidate to job opening/talent pool in Recruitee
Generates a new candidate profile
Try it β†’
Get job opening by ID in Recruitee
Try it β†’

What can you automate with Copilot + Recruitee?

Streamline your recruitment and client management workflows with powerful automated actions between Copilot and Recruitee.

What you can automate?
πŸ”„
Sync New Candidates to Client Portals
Automatically create a Copilot client the moment a new candidate applies or is created in Recruitee. Eliminate manual data transfer and onboard talent instantly.
πŸ“‹
Capture Every Submitted Field
Map all available applicant details from Recruitee into custom Copilot client fields instead of just names and emails. Keep your portal data comprehensive.
πŸ””
Alert Your Team Immediately
Notify your hiring managers or client success team the second a candidate moves through your pipeline or a client portal is updated.
πŸ”€
Route Based on Submitted Fields
Perform different actions depending on specific candidate attributes or job categories submitted in Recruitee, ensuring tailored onboarding.
πŸ”„
Keep Profiles Up to Date
Automatically update Copilot client records whenever candidate details change or pipeline stages shift in Recruitee.
πŸ”
Search and Update Existing Records
Search for existing clients in Copilot before creating new ones, preventing duplicate profiles and keeping your database clean.
⚑
Handle Status Changes Instantly
Trigger automated tasks, contracts, or note additions whenever contracts are signed, invoices are paid, or subscriptions update in Copilot.
πŸ”Œ
Extend Flows to External Apps
Connect your Copilot and Recruitee workflow with Slack, Google Calendar, or other tools to notify teams and schedule follow-ups seamlessly.
And much more...

Who is Copilot + Recruitee integration for?

Operations managers, hiring teams, and client success leaders streamline candidate onboarding and portal management by eliminating manual data entry.

Operations Managers
Operations Managers
Hiring Teams
Hiring Teams
Client Success Leaders
Client Success Leaders
Recruitment Agencies
Recruitment Agencies
HR Specialists
HR Specialists
Admin Coordinators
Admin Coordinators
πŸ“ˆ
Operations Managers
You're reviewing candidate onboarding metrics across platforms but your client portal data only updates when someone manually exports records, so your pipeline counts are always outdated β€” with this integration, every new candidate lands in Copilot instantly and your metrics stay current.
⚑
Hiring Teams
You need to act fast on top talent applications, but applicant details remain trapped in Recruitee until someone copies them over by hand β€” this integration means every candidate triggers instant client profile creation and notifications.
🀝
Client Success Leaders
You answer to stakeholders who want real-time visibility into onboarding progress, but manual handoffs create delays and missing records β€” automating both apps means your client portal updates the moment candidates advance in your hiring pipeline.
πŸ“Š
Recruitment Agencies
The volume of applicant submissions is too high for anyone to keep up by hand, leading to lost candidate files and delayed client setups β€” with this integration, every submission syncs instantly across Recruitee and Copilot.
πŸ’Ό
HR Specialists
You own the client setup step and depend on recruiters to hand over applicant data without errors, but manual transfers cause frequent discrepancies β€” connecting these apps means candidate details populate client portals accurately every time.
πŸ—‚οΈ
Admin Coordinators
You need a reliable history of candidate conversions and keep finding gaps in your client records caused by forgotten manual entries β€” with this integration, every applicant transition creates a complete audit trail automatically.
Our team

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Why choose Integrately to automate Copilot + Recruitee

Build and manage your Copilot + Recruitee automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Copilot + Recruitee with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Copilot to Recruitee?
Frequently Asked Questions
You can connect Copilot to Recruitee in 1 click using ready-made templates on Integrately, or ask Integrately AI to build custom workflows linking your tools with apps like Slack, Calendly, and Typeform.
Can I automatically create Copilot clients from new Recruitee candidates?
Frequently Asked Questions
Can I connect Copilot, Recruitee, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copilot and Recruitee?
Frequently Asked Questions
How does Copilot handle data updates during recruitment?
Frequently Asked Questions
Can Recruitee pipeline changes update my Copilot records?
Frequently Asked Questions
Do I need coding skills to automate Copilot and Recruitee?
Frequently Asked Questions
Is the Copilot and Recruitee integration free?
Frequently Asked Questions
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You Can Also Connect Copilot or Recruitee With 1500+ Other Apps

Copilot
Popular Copilot Integrations
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Recruitee
Popular Recruitee Integrations
Sync Recruitee with HR tools, calendar scheduling, and communication platforms to keep your hiring stack connected.
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