ConnectWise PSA
Lever
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ConnectWise PSA with Lever in minutes
Supported Triggers & Actions
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Application created
Triggers when a candidate application is created in Lever.
Trigger
Schedule
Feedback Form Created
Triggers when a new feedback form is created in Lever. This trigger uses polling to detect new feedback forms.
Trigger
Schedule
Interview Created
Triggers when an interview is created in Lever.
Trigger
Schedule
Note Created
Triggers when a new note is created in Lever. This trigger uses polling to detect new notes.
Trigger
Schedule
Opportunity Created
Triggers when an opportunity is created in Lever. This trigger uses polling to detect new opportunities.
Trigger
Schedule
Opportunity Stage Updated
Triggers when an opportunity’s stage is updated in Lever. This trigger uses polling to detect stage changes.
Trigger
Schedule
Opportunity Tag Updated
Triggers when an opportunity’s tags are updated in Lever. This trigger uses polling to detect tag changes.
Trigger
Schedule
Posting Created
Triggers when a new posting is created in Lever. This trigger uses polling to detect new postings.
Trigger
Schedule
Posting Updated
Triggers when a posting is updated in Lever. This trigger uses polling to detect posting updates.
Trigger
Schedule
Requisition Created
Triggers when a new requisition is created in Lever. This trigger uses polling to detect new requisitions.
Trigger
Schedule
User Created
Triggers when a new user is created in Lever. This trigger uses polling to detect new users.
Trigger
Schedule
User Deactivated
Triggers when a user is deactivated in Lever. This trigger uses polling to detect deactivated users.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Apply to a posting
This endpoint enables integrations to create postings in your Lever account. Creating a posting through the API will not go through the approvals chain.
Action
Write
Create a feedback form
Create a feedback form for an opportunity.
Action
Write
Create a note
Create a note and add it to a candidate profile.
Action
Write
Create a posting
This endpoint enables integrations to create postings in your Lever account. Creating a posting through the API will not go through the approvals chain.
Action
Write
Create a requisition
A requisition can be made confidential by associating it with a confidential job posting.
Action
Write
Create a user
Users will be created with the Interviewer access role by default. Users may be created with Interviewer, Limited Team Member, Team Member, Admin, or Super Admin access.
Action
Write
Create an interview
Create a new interview. New interviews must be created on an existing panel object.
Action
Write
Create an opportunity
This endpoint enables integrations to create candidates and opportunities in your Lever account.
Action
Write
Create Application
Use this endpoint to submit an application on behalf of a candidate to a specific posting. This endpoint can only be used to submit applications to published or unlisted postings.
Action
Write
Deactivate a user
Deactivated users remain in the system for historical record keeping, but can no longer log in and use Lever.
Action
Write
Download offer file
You can view the state of an offer, signature progress, and retrieve a downloadUrl using the List all offers endpoint.
Action
Write
Download resume file
Download a resume file for a specific opportunity and resume ID.
Action
Write
List all feedback
Lists all feedback forms for a candidate for this Opportunity.
Action
Write
List all interviews
Lists all interview events for a candidate for this Opportunity.
Action
Write
List all notes
Lists all notes on a candidate profile for this Opportunity.
Action
Write
List all offers
The List all offers endpoint via /candidates/ is deprecated
Action
Write
List all opportunities
Lists all pipeline Opportunities for Contacts in your Lever account.
Action
Write
List all postings
List requests for published postings will only return postings that appear on your public job site (e.g., distributionChannels includes public).
Action
Write
List all requisitions
List all requisitions.
Action
Write
List all resumes
The List all resumes endpoint via /candidates.
Action
Write
List all users
Lists all the users in your Lever account. Only active users are included by default.
Action
Write
List interview panels
Retrieve all interview panels for a specific opportunity.
Action
Write
Reactivate a user
Reactivate a user that has been previously deactivated.
Action
Write
Retrieve a feedback form
The Retrieve a feedback form .
Action
Write
Retrieve a single application
This method returns the full application record for a single application.
Action
Write
Retrieve a single contact
Action
Write
Retrieve a single interview
Retrieve a single interview.
Action
Write
Retrieve a single note
Retrieves a specific note by ID from an opportunity.
Action
Write
Retrieve a single opportunity
Retrieve a single opportunity
Action
Write
Retrieve a single posting
Retrieve a single requisition.
Action
Write
Retrieve a single requisition
Retrieve a single requisition.
Action
Write
Retrieve a single resume
This endpoint retrieves the metadata for a single resume.
Action
Write
Retrieve a single user
This method returns the full user record for a single user.
Action
Write
Update a contact
Action
Write
Update a posting
When your requisitions change, be sure to update them in Lever to keep the data consistent across tools.
Action
Write
Update a requisition
When your requisitions change, be sure to update them in Lever to keep the data consistent across tools.
Action
Write
Update a user
When you PUT data, Lever expects you to send the entire resource. Every field will be overwritten by the body of the PUT request.
Action
Write
Update an interview
This endpoint expects the entire object to be present in the PUT request. Missing fields will be deleted from the object. See Create endpoint for full details.
Action
Write
Update feedback
Updates a feedback form for an opportunity.
Action
Write
Update opportunity sources.
Remove sources from an Opportunity.
Action
Write
Update opportunity stage
Change an Opportunity’s current stage.
Action
Write
Update opportunity tags
Change an Opportunity’s current stage.
Action
Write
Upload a file
Upload a file to Lever. Returns upload metadata including the URI to be used in application submissions.
Action
Write
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Application created
Triggers when a candidate application is created in Lever.
Trigger
Schedule
Feedback Form Created
Triggers when a new feedback form is created in Lever. This trigger uses polling to detect new feedback forms.
Trigger
Schedule
Interview Created
Triggers when an interview is created in Lever.
Trigger
Schedule
Note Created
Triggers when a new note is created in Lever. This trigger uses polling to detect new notes.
Trigger
Schedule
Opportunity Created
Triggers when an opportunity is created in Lever. This trigger uses polling to detect new opportunities.
Trigger
Schedule
Opportunity Stage Updated
Triggers when an opportunity’s stage is updated in Lever. This trigger uses polling to detect stage changes.
Trigger
Schedule
Opportunity Tag Updated
Triggers when an opportunity’s tags are updated in Lever. This trigger uses polling to detect tag changes.
Trigger
Schedule
Posting Created
Triggers when a new posting is created in Lever. This trigger uses polling to detect new postings.
Trigger
Schedule
Posting Updated
Triggers when a posting is updated in Lever. This trigger uses polling to detect posting updates.
Trigger
Schedule
Requisition Created
Triggers when a new requisition is created in Lever. This trigger uses polling to detect new requisitions.
Trigger
Schedule
User Created
Triggers when a new user is created in Lever. This trigger uses polling to detect new users.
Trigger
Schedule
User Deactivated
Triggers when a user is deactivated in Lever. This trigger uses polling to detect deactivated users.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Apply to a posting
This endpoint enables integrations to create postings in your Lever account. Creating a posting through the API will not go through the approvals chain.
Action
Write
Create a feedback form
Create a feedback form for an opportunity.
Action
Write
Create a note
Create a note and add it to a candidate profile.
Action
Write
Create a posting
This endpoint enables integrations to create postings in your Lever account. Creating a posting through the API will not go through the approvals chain.
Action
Write
Create a requisition
A requisition can be made confidential by associating it with a confidential job posting.
Action
Write
Create a user
Users will be created with the Interviewer access role by default. Users may be created with Interviewer, Limited Team Member, Team Member, Admin, or Super Admin access.
Action
Write
Create an interview
Create a new interview. New interviews must be created on an existing panel object.
Action
Write
Create an opportunity
This endpoint enables integrations to create candidates and opportunities in your Lever account.
Action
Write
Create Application
Use this endpoint to submit an application on behalf of a candidate to a specific posting. This endpoint can only be used to submit applications to published or unlisted postings.
Action
Write
Deactivate a user
Deactivated users remain in the system for historical record keeping, but can no longer log in and use Lever.
Action
Write
Download offer file
You can view the state of an offer, signature progress, and retrieve a downloadUrl using the List all offers endpoint.
Action
Write
Download resume file
Download a resume file for a specific opportunity and resume ID.
Action
Write
List all feedback
Lists all feedback forms for a candidate for this Opportunity.
Action
Write
List all interviews
Lists all interview events for a candidate for this Opportunity.
Action
Write
List all notes
Lists all notes on a candidate profile for this Opportunity.
Action
Write
List all offers
The List all offers endpoint via /candidates/ is deprecated
Action
Write
List all opportunities
Lists all pipeline Opportunities for Contacts in your Lever account.
Action
Write
List all postings
List requests for published postings will only return postings that appear on your public job site (e.g., distributionChannels includes public).
Action
Write
List all requisitions
List all requisitions.
Action
Write
List all resumes
The List all resumes endpoint via /candidates.
Action
Write
List all users
Lists all the users in your Lever account. Only active users are included by default.
Action
Write
List interview panels
Retrieve all interview panels for a specific opportunity.
Action
Write
Reactivate a user
Reactivate a user that has been previously deactivated.
Action
Write
Retrieve a feedback form
The Retrieve a feedback form .
Action
Write
Retrieve a single application
This method returns the full application record for a single application.
Action
Write
Retrieve a single contact
Action
Write
Retrieve a single interview
Retrieve a single interview.
Action
Write
Retrieve a single note
Retrieves a specific note by ID from an opportunity.
Action
Write
Retrieve a single opportunity
Retrieve a single opportunity
Action
Write
Retrieve a single posting
Retrieve a single requisition.
Action
Write
Retrieve a single requisition
Retrieve a single requisition.
Action
Write
Retrieve a single resume
This endpoint retrieves the metadata for a single resume.
Action
Write
Retrieve a single user
This method returns the full user record for a single user.
Action
Write
Update a contact
Action
Write
Update a posting
When your requisitions change, be sure to update them in Lever to keep the data consistent across tools.
Action
Write
Update a requisition
When your requisitions change, be sure to update them in Lever to keep the data consistent across tools.
Action
Write
Update a user
When you PUT data, Lever expects you to send the entire resource. Every field will be overwritten by the body of the PUT request.
Action
Write
Update an interview
This endpoint expects the entire object to be present in the PUT request. Missing fields will be deleted from the object. See Create endpoint for full details.
Action
Write
Update feedback
Updates a feedback form for an opportunity.
Action
Write
Update opportunity sources.
Remove sources from an Opportunity.
Action
Write
Update opportunity stage
Change an Opportunity’s current stage.
Action
Write
Update opportunity tags
Change an Opportunity’s current stage.
Action
Write
Upload a file
Upload a file to Lever. Returns upload metadata including the URI to be used in application submissions.
Action
Write
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