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HR Automation

Interview Scheduling

Coordinate multi-interviewer availability and send calendar invites automatically.

Automation overview

What this automation does

This automation starts when bambooHR candidate stage `Phone Screen` or Calendly booking webhook. It calendly send scheduling link and google calendar create panel events, then sMS/WhatsApp reminder 2h before; Notion prep doc to interviewers.

Trigger
BambooHR candidate stage `Phone Screen` or Calendly booking webhook
Main actions
Calendly send scheduling link → Google Calendar create panel events
Final outcome
SMS/WhatsApp reminder 2h before; Notion prep doc to interviewers
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
No
Difficulty
Beginner
Beginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
BambooHR
Phone screen stage
Step 1
Calendly
Send scheduling link
Step 2
Google Calendar
Create panel events
Result
WhatsApp
Candidate reminder
Step-by-step

How each step runs

  1. 1
    BambooHRTrigger
    Phone screen stage

    BambooHR candidate stage Phone Screen or Calendly booking

  2. 2
    Calendly
    Send scheduling link

    Calendly round-robin link emailed to candidate

  3. 3
    Google Calendar
    Create panel events

    Google Calendar events for all panelists with Zoom link

  4. 4
    WhatsApp
    Candidate reminder

    SMS/WhatsApp reminder 2h before; Notion prep doc to interviewers

Apps used

Connected applications

BambooHR

Creates

Calendly

Creates

Google Calendar

Creates

WhatsApp

Creates

Summary

Automation summary

Trigger
BambooHR candidate stage `Phone Screen` or Calendly booking webhook
Inputs
BambooHR candidate stage `Phone Screen` or Calendly booking webhook, Business Name, Notification Email, Timezone
Outputs
SMS/WhatsApp reminder 2h before; Notion prep doc to interviewers, Calendly send scheduling link, Google Calendar create panel events
Business goal
Automate interview scheduling end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
BambooHR, Calendly, Google Calendar
Benefits

Why use this automation?

Save ~13 hours/week

Remove repetitive steps from Interview Scheduling so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • BambooHR
  • Calendly
  • Google Calendar

Required accounts

  • Active BambooHR workspace with API access
  • Active Calendly workspace with API access
  • Active Google Calendar workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • Zoom (optional)
  • Notion (optional)
  • WhatsApp (optional)
  • Twilio (optional)
  • Slack (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~11 min

Required connections

  • bamboohr(required)
    Previewbamboohr: workflow actions run in preview
    Missing
  • calendly(required)
    Previewcalendly: workflow actions run in preview
    Missing
  • Google Calendar(required)
    Test-onlyGoogle Calendar: workflow actions run in preview
    Missing
  • Missing connection: bamboohr
  • Missing connection: calendly
  • Missing connection: Google Calendar
Manage all connections →View all installations →

Workflow summary

Trigger
BambooHR candidate stage `Phone Screen` or Calendly booking webhook
Steps
4 nodes
Required apps
3
Optional apps
1

Trigger

Webhook trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumBeginnerPreview1 hour setup4.48.1k installs · 508 reviews
Customize for My Business
Analytics

Template performance

22.8k
Views
8.1k
Installs
331
Favorites
4.4
Avg rating
35.5%
Conversion
1 min
Setup time
98%
Success rate
109
Trending score
Most used integrations
BambooHRCalendlyGoogle Calendar

BambooHR stage `Phone Screen` triggers Calendly round-robin link email to candidate, on booking creates Google Calendar events for all panelists with Zoom link, sends prep doc from Notion to interviewers 24h before, SMS reminder to candidate 2h before, and reschedules via Calendly webhook update all calendars.

Some steps run in preview until their integrations go live.

Required apps
BambooHRPreviewCalendlyPreviewGoogle CalendarTest-only
Optional apps
WhatsAppPreview
All integrations
BambooHRCalendlyGoogle CalendarWhatsApp
Workflow preview

How Interview Scheduling runs

1
Trigger
Map interviewer pools
2
Process
Rule engine
3
Action
bamboohr
4
Notify
Alert & log
BamboohrCalendlyGoogle CalendarWhatsapp
Setup steps

Get started in 5 steps

  1. 1
    Connect HR and calendar

    BambooHR, Calendly team, Google Calendar, Zoom, Notion prep docs, Twilio SMS.

  2. 2
    Map interviewer pools

    Role-based round-robin pools with backup interviewer overflow.

  3. 3
    Attach prep materials

    Notion page with JD, resume link, scorecard sent to panel.

  4. 4
    Configure reminders

    Candidate SMS 2h; interviewer Slack 24h with scorecard link.

  5. 5
    Test reschedule

    Candidate reschedules; verify all calendars update.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
FAQ

Frequently asked questions

Timezone handling?

Calendly displays candidate timezone; events stored UTC.

Panel interviews?

Multi-person Calendly collective event type for onsite loops.

No-show?

Interviewer marks no-show in Slack; candidate gets reschedule link.

Internal blocks?

Google Calendar busy times respected from all panelists.

Get started

Customize Interview Scheduling for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.