Connect Lever with Hookshot™ and your stack

Lever is an applicant tracking system combining sourcing, CRM functionalities, and analytics, helping companies scale recruiting efforts with a collaborative approach

Tools and triggers

What Agents can do in Lever

Available tools and events after Lever is connected.

  • Add Opportunity Links

    Tool to add links to a contact associated with an opportunity. Use when you need to attach URLs like LinkedIn profiles, GitHub accounts, personal websites, or other social media links to a candidate. Adding new links…

  • Add Opportunity Sources

    Tool to add sources to an opportunity. Use when you need to attribute specific recruitment channels or sources to an existing opportunity.

  • Add Opportunity Tags

    Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.

  • Create Form Submission

    Tool to create a completed profile form submission for a candidate's opportunity profile. Use when you need to submit a filled form based on an existing template.

  • Create Form Template

    Tool to create a profile form template for an account. Use when you need to create a new form template with custom fields.

  • Create Interview

    Tool to create an interview on an externally-managed panel in Lever. Use when scheduling a new interview for an opportunity on a panel where externallyManaged is true.

  • Create Note

    Tool to create a note on an opportunity profile or add a threaded comment to an existing note.

  • Create Opportunity

    Tool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.

  • Create Panel

    Tool to create a new interview panel for an opportunity. Use when scheduling interviews for a candidate.

  • Create Requisition

    Tool to create a new requisition in Lever for tracking hiring needs. Use when establishing job requisitions to manage headcount and hiring workflows.

  • Create Requisition Field

    Tool to create a custom requisition field schema for use across requisitions. Use when establishing requisition field schemas for your account.

  • Create Requisition Field Option

    Tool to add new options to a dropdown requisition field without replacing existing options. Use when you need to expand dropdown choices for requisition fields.

  • Create User

    Tool to create a new user in the Lever system. Use when adding a new team member with configurable access role.

  • Deactivate User

    Tool to deactivate a user in the Lever system. Use when you need to prevent a user from logging in while preserving their historical records. Deactivated users remain in the system for historical record keeping but can…

  • Delete Form Template

    Tool to delete a profile form template from account. Use when you need to remove a custom API-created form template. System templates cannot be deleted.

  • Delete Interview

    Tool to delete an interview from an opportunity panel. Use when you need to remove an externally managed interview on behalf of a user. Only interviews with externallyManaged=true can be deleted.

  • Delete Note

    Tool to delete a note on an opportunity. Use when you need to remove an API-created note.

  • Delete Panel

    Tool to delete a panel from an opportunity. Use when you need to remove an externally managed panel on behalf of a user. Only panels with externallyManaged=true can be deleted.

  • Delete Requisition

    Tool to delete or archive a requisition from Lever account. Use when you need to remove a requisition.

  • Delete Requisition Field

    Tool to delete a requisition field from the account. Use when you need to remove a requisition field that is no longer in use.

  • Delete Requisition Field Option

    Tool to remove specific options from a dropdown requisition field. Use when you need to delete dropdown choices without removing the entire field.

  • Download File

    Tool to download a file associated with an opportunity. Use when you have opportunity and file UIDs and need to retrieve the actual file content.

  • Get File Metadata

    Tool to retrieve metadata for a single file on an opportunity. Use when you have opportunity and file UIDs and need details like name, size, and status before downloading.

  • Get Form

    Tool to retrieve a specific profile form for an opportunity. Use when you need to fetch details of a form including field values and completion status.

Setup

Connect Lever in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.