Before you start
You need a Workable Admin. Workable only lets Admin users create API access tokens. Workable offers access tokens on all plans.
You will paste three things into Metaintro:
Your account subdomain: the part before .workable.com in your Workable address. For acme.workable.com it is acme.
An API access token with the r_jobs, r_candidates and w_candidates scopes.
The email of an active Workable member. Metaintro's notes, job copies, stage moves and disqualifications appear in Workable as this person.
Create the credential in Workable
In Workable, click your profile icon in the upper right and go to Settings > Integrations > Apps.
Find the API Access Tokens section near the top of the page.
Select + Generate API token.
Name the token, for example Metaintro.
Choose an expiration. When the token expires, Metaintro stops working until you renew it.
Select the r_jobs, r_candidates and w_candidates scopes.
Select Generate token, then copy the token. Workable won't show it again after you close the window.
Workable's guide: Generating/revoking access tokens for Workable's API
Connect in Metaintro
In Metaintro, go to Settings > Integrations.
Choose Workable.
In Account subdomain, enter your subdomain.
In API access token, paste the token you copied.
In Workable member email, enter the email of an active Workable member.
Select Connect.
Metaintro checks the token and the member email before it saves the connection. Then map your Workable jobs to your Metaintro jobs, set your rules, preview, and go live.
What Metaintro sends and reads
Metaintro only sends people who chose to share their profile with you for that job. For each person, Metaintro:
Looks for an existing Workable candidate with the same email.
If there is none, adds them to the matching Workable job as a sourced candidate, with Metaintro as the source. Workable does not send them a thank-you email.
If they are already a candidate on another job, copies them to this job instead of creating someone new.
If they are already on this job, uses that candidate.
Sends their name, email, and phone number when they shared one.
Uploads their résumé when they shared one. PDF, Word and RTF résumés go on the candidate profile. Other file types are attached to the note.
Adds a comment with a link to their proof card, plus their short summary when they wrote one.
Metaintro does not get stage changes from Workable the moment they happen. It checks each shared candidate's stage regularly and picks up moves, hires, rejections and withdrawals.
When you change a stage in Metaintro, Metaintro moves the candidate to the Workable stage of the same type, such as interview, offer or hired. Rejections and withdrawals disqualify the candidate in Workable.
Limits
Workable allows 10 requests every 10 seconds for each account, shared by every tool that uses an access token on your account. Metaintro paces itself under that limit, so a large batch can take a few minutes.
Access tokens expire on the date you chose. Renew the token in Workable before then. Renewing keeps the same token, so you don't need to change anything in Metaintro.
Metaintro needs an email to find or create a candidate. Someone who shared without an email is not sent.
If your account uses a hiring plan, Workable needs a requisition before someone moves to Hired. Metaintro does not fill one in, so make that move in Workable.
Every Workable job appears when you map jobs, including drafts and archived jobs.
If something goes wrong
Token rejected: the token may be expired, revoked or mistyped, or the subdomain may be wrong. Renew the token in Settings > Integrations > Apps, or generate a new one, and connect again.
Missing permission: generate a new token with the r_jobs, r_candidates and w_candidates scopes, and connect again with it.
Member email refused: the email must belong to an active member of your Workable account. Use an active member's email, or reactivate the member in Workable.
Rate limited: Metaintro waits and tries again. No action is needed unless it keeps happening. If it does, check whether other tools are using a lot of your Workable allowance.
A person was not sent: if more than one candidate on that Workable job has their email, Metaintro does not choose between them. Remove the duplicate in Workable and share again.