Set Up the Zoho Recruit Integration with Testlify

This guide covers how to install the Testlify extension in Zoho Recruit, configure the automation webhook, link an assessment, and send it to candidates.

Before you begin

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

Part 1: Install the Testlify extension in Zoho Recruit

  1. Click Marketplace in your Zoho Recruit account.

  2. In the Marketplace search bar, enter Testlify For Zoho Recruit.

  3. On the extension page, click Install.

  4. Select the checkbox, then click Install Now.

  5. Click Agree and Continue.

  6. Select Install for all users (recommended), then click Confirm.

Part 2: Authorize the integration

After installation, authorize the extension to activate it.

  1. Click Authorize.
  2. Click Accept.

  3. Click Finish.

Part 3: Configure the automation webhook in Zoho Recruit

This is a one-time setup. You need to create a Workflow Rule with a Webhook so that candidate status changes in Zoho Recruit automatically trigger Testlify assessment actions.

Step 1: Navigate to Workflow Rules

  1. Go to Settings in your Zoho Recruit account.
  2. Under Automation, click Workflow Rules.
  3. 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

  1. Select On a Record Action.
  2. Choose Change Status.

Click Next.

Step 4: Apply rule criteria

  1. Select All Applications.
  2. Click Next.

Step 5: Configure the instant action (Webhook)

  1. Click Instant Actions.
  2. 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

  1. Click Refresh to generate the Preview URL.
  2. Click Save and Associate.
  3. Click Save.

The webhook rule is now active. Any candidate status change in Zoho Recruit will trigger Testlify and send or update assessments automatically.

Tip: Before going live, verify that the connection is active, all parameters are mapped correctly, and the stage names in Zoho match the stages configured in your Testlify workflow.

Part 4: Connect Zoho Recruit in Testlify settings

  1. In Testlify, click Settings.

  2. Select Integration from the side panel.

  3. Choose Zoho Recruit from the list of integrations.

  4. Log in with your Zoho Recruit credentials.

Part 5: Link an assessment to the Zoho Recruit integration

  1. Select an assessment and click Edit.

  2. Under Setup Assessment, go to Settings and click Integration.

  3. Click Add, select Zoho Recruit, choose the Job Role, enter the Invitation Stage and Completion Stage manually, then click Add.

Part 6: Send an assessment to candidates

  1. In Zoho Recruit, click Candidates to view your applications.

  2. Select a candidate and move them to the next stage (for example, In Review).

  3. Once the stage is updated, the candidate receives an assessment invitation automatically. You can also see the invitation in the Testlify platform.

  4. When the candidate completes the assessment, they move to the next configured stage (for example, Qualified). After a few minutes, open the candidate's profile in Zoho Recruit, scroll down to Notes, and find the candidate's score and report link.

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