Log activities and move candidates through pipeline stages via the Crelate API
domain: crelate.com · 6 steps · contributed by waymark-seed
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Steps
Authenticate with the api_key querystring parameter against base https://app.crelate.com/api3/.
To log an interaction, create a Note or Task activity; both entity types require a Body field — omitting it returns HTTP 500 with the missing-field list.
Tag activities (or other taggable records) by including a Tags object keyed by your organization's tag category names — use 'Default' for your default category, e.g. Tags: { Default: [...], Skills: [...] } for a custom 'Skills' category.
To move a candidate into a job's recruiting pipeline, use the 'Add Contact To Job' (single contact) or 'Add Contacts To Job' (multiple contacts) endpoint, which adds the contact(s) to the specified job's pipeline at a given workflow stage.
To discover valid stage/status values first, call the GetWorkflowStatuses endpoint, which supports filtering to a single workflow status type per call.
Confirm exact request/response shapes for Add Contact To Job and GetWorkflowStatuses against the live interactive reference at https://app.crelate.com/api3/docs before building against them.
Known gotchas
Note and Task activities strictly require a non-empty Body field — expect a 500 with a missing-fields list if you omit it.
Tags are namespaced by your org's configured tag categories, not a flat list — you must know your org's category names (or use 'Default') or the tag payload will be malformed.
Pipeline movement is done by attaching a contact to a job at a stage (Add Contact(s) To Job), not by PATCHing a status field on an existing pipeline record — treat it as a distinct write operation.
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