CRM and Sales tools
Freshteam by Maxmel Tech
32 min
freshteam lets you automate recruitment, employee data management, and time off workflows in make com, enabling hr teams to sync applicants, manage staff records, and streamline approvals directly between freshteam and other business tools this is ai generated content based on official freshteam documentation the content may still contain errors—please verify important information if you have questions, contact https //support freshteam com directly how to get support on freshteam freshteam is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=freshteam\&app slug=freshteam community\&app unique id=freshteam 7ng35t requirements to use the freshteam app in make, you must have an active freshteam account and an api key, https //freshteam com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/freshteam community/ click the install button follow the on screen instructions to complete the setup connect freshteam and {{product name}} to get started, you must first create a connection between freshteam and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,api key,bearer token oauth 2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret api key instructions you need to generate your api key login to your freshteam account using your credentials navigate to the profile settings or api section locate the section labeled api key copy the displayed api key for use bearer token instructions you need to generate your bearer token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=freshteam\&app slug=freshteam community\&app unique id=freshteam 7ng35t create the connection in {{product name}} https //www make com/en/register , add the freshteam module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your freshteam account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page freshteam modules after connecting to the freshteam app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create time off request creates a brand new time off request in your freshteam account, allowing you to specify the details of the leave for an employee create a candidate source adds a new candidate source to your freshteam account, helping you track where your job applicants are coming from create a custom employee field adds a new custom field to the employee form in your freshteam account, allowing you to collect and store additional employee information tailored to your organization’s needs create a new hire adds a new hire to the freshteam new hire queue make sure to save the returned id, as you'll need it later to find or update this specific new hire—freshteam doesn't offer a way to list or search for new hires directly create an applicant adds a new applicant to a chosen job posting, collecting their details and linking them directly to that specific position create an employee adds a new employee to your freshteam account, allowing you to easily manage their information and onboarding details get employee fields this module fetches a comprehensive list of all employee fields—both default and custom—that have been set up for your organization in the freshteam system get hire by id fetches detailed information about a specific hire in the freshteam system using their unique id get time off by id fetches detailed information about a specific time off request in your freshteam account using its unique id get a job type by id fetches detailed information about a particular job post using the id you provide get an employee by id fetches detailed information about a specific employee from your freshteam account using their unique id list applicant fields fetches detailed information about the fields used for job applicants in your freshteam account, helping you understand and manage the data collected during the application process list branches fetches a detailed list of every branch set up within your organization in freshteam, giving you an overview of all branch locations currently configured list business units fetches and displays a complete list of all business units that have been set up in your freshteam account list candidate source categories fetches and displays a complete list of all source categories that have been set up in your freshteam account, helping you easily view and manage your existing categories list candidate sources fetches a complete list of all the sources that have been set up in your freshteam account, helping you easily view and manage where your candidates are coming from list departments fetches a complete list of all the departments that make up your organization, helping you see how your company is structured list employees fetches a comprehensive list of all employees set up in your freshteam account you can easily narrow down the results by filtering based on status, name, email, employee type, department, business unit, location, reporting manager, and various other employee details list job posting fields fetches a complete list of both standard and custom job posting fields that have been set up for your organization in freshteam, helping you see all the fields available for job postings list job postings fetches and displays a complete list of all job postings that have been set up in your freshteam account, allowing you to view and manage your current openings list levels fetches and displays a complete list of all levels set up within your organization in freshteam, helping you easily view and manage your organization's hierarchy list sub departments fetches and displays a complete list of all sub departments that are organized under a specific department, helping you see how the department is divided list teams fetches and displays a complete list of all employee teams that have been set up within your organization’s freshteam account list time off requests this module fetches a complete list of time off requests submitted by every employee in your organization to narrow down the results to a specific period, you can set both a start and end date—just remember, if you enter one, you’ll need to enter the other as well list timeoff types fetches and displays a detailed list of all the different vacation types that have been set up for your organization, helping you see the available leave options make an api call allows you to make a custom api request to the service, using your own specified parameters and authorization settings this module is useful when you need to access features or endpoints that aren’t covered by the standard modules send employee portal invitation email sends an invitation to an employee, allowing them to register and create their profile in your freshteam portal update a new hire updates the details of an existing new hire in the freshteam system using their unique identifier this module lets you modify information such as contact details, job role, or onboarding status for a specific new hire update a time off request this module allows you to update a specific time off request in your freshteam account by its id, changing its status from approved to cancelled it’s a handy way to manage and modify time off requests as needed update a time off request approves a specific time off request by updating its status to "approved " update an employee updates the details of an existing employee in your freshteam account, allowing you to modify information such as contact details, job title, department, or other employee records watch applicant form field changes this module activates whenever any updates are made to the form fields of an applicant for a specific job posting, allowing you to track and respond to changes in real time watch branches this module activates whenever a new branch is added or when details of an existing branch are updated in your freshteam account, helping you stay on top of any changes to your company’s branch information watch business units this module activates whenever a new business unit is created or an existing one is updated in your freshteam account, allowing you to automatically respond to changes in your organization’s structure watch departments triggers whenever a new department is added or when details of an existing department are updated, so you can stay informed about changes in your organization’s structure watch employees this module activates whenever a new employee is added or an existing employee’s information is updated in your freshteam account, allowing you to easily track changes to your employee records watch job postings triggers whenever a new job posting is created or an existing job post is updated, allowing you to stay up to date with the latest job opportunities watch levels this module activates whenever a new level is created in your freshteam account, allowing you to automatically respond or take action whenever organizational levels are updated watch sub departments this module activates whenever a new sub department is created in freshteam, allowing you to automatically start workflows or actions in response to the addition of a new sub department watch teams this module activates whenever a new team is created or an existing team is updated in your freshteam account, helping you stay informed about changes to your team structure watch time offs triggers whenever a new time off request is created or when an existing request is updated, helping you stay informed about changes to employee leave requests templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freshteam resources you can have access to more resources related to this app on the following links https //community make com/search?q=freshteam https //freshteam com https //startintegrate com/apps/hr management/freshteam 7ng35t https //www make com/en/hq/app invitation/996e36ce08af16a99a8c5a707d823f66 https //www make com/en/integrations/freshteam community