Set Up the Zoho Recruit Integration with Testlify

Before you begin

Administrator access to your Zoho Recruit account
Administrator access to your Testlify workspace
Access to the Zoho Recruit Marketplace

Part 1: Install the Testlify extension in Zoho Recruit

Click Marketplace in your Zoho Recruit account.
In the Marketplace search bar, enter Testlify For Zoho Recruit.
On the extension page, click Install.
Select the checkbox, then click Install Now.
Click Agree and Continue.
Select Install for all users (recommended), then click Confirm.

Part 2: Authorize the integration

Click Authorize.
Click Accept.
Click Finish.

Part 3: Configure the automation webhook in Zoho Recruit

Create a Workflow Rule with a Webhook action so Zoho Recruit automatically triggers Testlify assessment invitations when a candidate's status changes. This is a one-time setup.

Tip: Before going live, confirm that the connection is active, all parameters are mapped correctly, and the stage names in Zoho match the stages you configure in Testlify.

Step 1: Navigate to Workflow Rules

Go to Settings in your Zoho Recruit account.
Under Automation, click Workflow Rules.
Click Create Rule.

Step 2: Create a new rule

Fill in the rule details:

Module: Applications
Rule Name: TestlifyQA (example)
Description: QA (example)

Click Next.

Step 3: Set the trigger condition

Select On a Record Action.
Choose Change Status.

Click Next.

Step 4: Apply rule criteria

Select All Applications.
Click Next.

Step 5: Configure the instant action (Webhook)

Click Instant Actions.
Select Webhook.

Step 6: Configure webhook details

Fill in the following:

Name: Invitation Testlify
URL to Notify: https://integrations.testlify.dev/hooks/v1/zoho-recruit/send-assessment-change-status
Method: POST
Authorization Type: Connection
Select the appropriate Connection from the dropdown.

Step 7: Add webhook parameters

Add the following parameters:

Parameter Name	Module	Field Value
candidateId	Candidates	Candidate Id
email	Candidates	Email
candidateFirstName	Candidates	First Name
candidateLastName	Candidates	Last Name
jobId	Job Openings	Job Opening Id
clientId	Organization	Organization Name
status	Applications	Application Status

Step 8: Generate preview and save

Click Refresh to generate the Preview URL.
Click Save and Associate.
Click Save.

The webhook rule is now active. Any candidate status change in Zoho Recruit automatically triggers Testlify to send or update the assessment.

Part 4: Connect Zoho Recruit in Testlify settings

In Testlify, click Settings.
Select Integration from the side panel.
Choose Zoho Recruit from the list of integrations.
Log in with your Zoho Recruit credentials.

Part 5: Link an assessment to the Zoho Recruit integration

Select an assessment and click Edit.
Under Setup Assessment, go to Settings and click Integration.
Click Add, select Zoho Recruit, choose the Job Role, enter the Invitation Stage and Completion Stage, then click Add.

Tip: The Invitation Stage is the Zoho Recruit pipeline stage that triggers the assessment invitation (for example, In Review). The Completion Stage is the stage candidates move to automatically once they finish the assessment (for example, Qualified). These stage names must exactly match the stages in your Zoho Recruit pipeline.

Part 6: Send an assessment to candidates

In Zoho Recruit, click Candidates.
Select a candidate and move them to the Invitation Stage (for example, In Review).
The candidate receives an assessment invitation automatically. You can also confirm the invitation in the Testlify platform.
When the candidate completes the assessment, they move to the Completion Stage (for example, Qualified) automatically. After a few minutes, open the candidate's profile in Zoho Recruit, scroll down to Notes, and find their score and report link.

Need help? Contact support.