Create and advance an offer through an approval workflow via the Ashby API

domain: recruiting · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate with HTTP Basic Auth using your Ashby API key as the username and a blank password; ensure the key has the offersWrite permission (and approvalsWrite if you'll manage approval definitions)
  2. Call offerProcess.start for the candidate's application to begin the offer process and capture the returned offerProcessId
  3. Call offer.start to create a new offer version/form instance tied to that process and capture the returned offerFormId
  4. Call offer.create with the offerProcessId, offerFormId, and offerForm field submissions — matching each field's declared type (Boolean, Currency as {currencyCode, value}, Date as ISO string, Number, String, ValueSelect, or MultiValueSelect)
  5. Call offer.startApprovalProcess to kick off approvals (ensure an approval definition exists for the Offer entity type via approvalDefinition.update), then track/advance steps using approval.list and offer.approve
  6. Poll offer.info or offer.list to confirm the offer's current approval state before finalizing or sending it

Known gotchas

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