To setup your Zoho Recruit app in Cobalt for OAuth, you will need the following credentials from your Zoho Developer Console:
  • Client ID
  • Client Secret

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Pre-requisites

  1. Zoho Developer Console. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. ZohoRecruit.users.READ
If you haven’t already created an app in Zoho Recruit, you’d need to create one.

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Creating an app in Zoho Recruit

To create a Zoho Recruit app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Zoho Developer Console.
  2. Click on the + Add Client button in the right and select Server-based Applications button.
Navigation for App setup
  1. Enter the Client Name for your application and add a Homepage URL.
  2. Go to your Apps catalog in Cobalt > Search for Zoho Recruit > Settings > Callback Url > Copy it.
  3. Paste the Callback URL under Authorized Redirect URIs and click on the Create button.
Setting up Zoho Recruit Developer app
  1. Navigate to the Client Secret tab in the app and copy the Client ID and Client Secret.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth2 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.

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Zoho Recruit Single Webhook URL

If you wish to create an orchestration where a workflow is being triggered when some operation occurs in Zoho Recruit, you’d need to create a Zoho Recruit’s Webhook and add it as a Rule. Cobalt provides a single webhook URL to manage such event triggers. The steps given below needs to be followed by all of your customers to setup webhooks in their account. Let’s setup the Candidate Status changed webhook in Zoho Recruit. For this you need to do two steps:

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1. Create Webhook Action

  1. Select Zoho Recruit from the application list in Cobalt > select Settings and copy the Single Webhook URL.
  2. In Zoho Recruit, click on Setup(Gear icon) in the top bar and select Actions present under Automation.
Your customers’ accounts should be on Zoho Recruit Standard or a higher plan to use webhooks.
Setting up Zoho Recruit Webhook Action
  1. Switch to the Webhooks tab and click on Configure Webhook.
  2. Provide a Name > Paste the Single Webhook URL that you copied under URL to Notify and select the Module as Candidates.
  3. Under Append Entity Parameters, go to Parameters in the User Defined Format, give the Parameter Name as data and copy the JSON provided below in Value Description field.
{
  "candidate_id": "${Candidates.Candidate Id}",
  "owner_id": "${Candidates.ownerId}",
  "associated_tags": "${Candidates.Associated Tags}",
  "candidate_stage": "${Candidates.Candidate Stage}",
  "candidate_status": "${Candidates.Candidate Status}",
  "city": "${Candidates.City}",
  "country": "${Candidates.Country}",
  "created_by": "${Candidates.Created By}",
  "current_employer": "${Candidates.Current Employer}",
  "current_job_title": "${Candidates.Current Job Title}",
  "current_salary": "${Candidates.Current Salary}",
  "email": "${Candidates.Email}",
  "email_opt_out": "${Candidates.Email Opt Out}",
  "expected_salary": "${Candidates.Expected Salary}",
  "experience_in_years": "${Candidates.Experience in Years}",
  "first_name": "${Candidates.First Name}",
  "fresh_candidate": "${Candidates.Fresh Candidate}",
  "highest_qualification_held": "${Candidates.Highest Qualification Held}",
  "is_unqualified": "${Candidates.Is Unqualified}",
  "last_name": "${Candidates.Last Name}",
  "linkedin": "${Candidates.LinkedIn}",
  "mobile": "${Candidates.Mobile}",
  "phone": "${Candidates.Phone}",
  "postal_code": "${Candidates.Postal Code}",
  "rating": "${Candidates.Rating}",
  "salutation": "${Candidates.Salutation}",
  "skill_set": "${Candidates.Skill Set}",
  "street": "${Candidates.Street}",
  "website": "${Candidates.Website}"
}
  1. Under Append Custom Parameters, you need to add two parameters:
  • First parameter name is event whose value will be candidate_stage_changed.
    The value of event will change based on the trigger that you are trying to setup.
  • Second parameter name is identifier whose value will be the email id of Zoho Recruit account that is being used.
Set up Zoho Recruit Action
  1. Click on Save to add the webhook.

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2. Create Workflow Rule in Zoho Recruit

Once the user has created a webhook, they now need to add it as a Rule in Recruit so that it fires Cobalt event.
  1. Navigate to Workflow Rules under Automation and click on + Create Rule button.
  2. Select Module as Candidates, add a Rule Name and click on Next.
  3. In the Rule, select On a record action > Choose Candidate Stage radio button for the Candidate Status Changed trigger and click on Next.
Based on the trigger that you are using, you would select different action. For example in Candidate Created, you would choose the Create radio button.
  1. Select All Candidates as the Condition 1 and click on Next.
  2. Select Instant Actions and click on Webhooks. Select the Webhook that you created and click on Associate.
Set up Zoho Recruit Rule with webhook
  1. Click on Save and your webhook is now completely setup for use.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Zoho Recruit actions and triggers. Following are the set of Zoho Recruit actions and triggers supported by Cobalt.