Integrations

Integrate AI Calling with Your ATS: Workday & Greenhouse

AI phone screening data means nothing if it doesn't flow into your ATS. Learn how to connect AI calling with Greenhouse, Workday, Lever, and other platforms.

CallFlowLabs Team
December 20, 2025
10 min read

The Integration Imperative

Here's a scenario that kills AI screening ROI: Your AI conducts a perfect phone screen. The candidate is qualified, available, and enthusiastic. But the data sits in a separate system. Your recruiter has to manually copy notes into the ATS. The candidate record doesn't update. Workflows don't trigger.

Two weeks later, you realize the candidate accepted another offer because no one followed up.

AI phone screening only works if it integrates with your existing recruiting stack. Screening data needs to flow automatically into your ATS, triggering workflows and updating candidate records in real-time.

Why ATS Integration Matters

The Data Flow Problem

Without integration, AI screening creates data islands:

ProblemImpact
Manual data entry requiredRecruiter time wasted
Duplicate candidate recordsCompliance risk, confusion
Workflows don't triggerCandidates fall through cracks
No single source of truthInconsistent decisions
Reporting gapsCan't measure screening ROI

What Good Integration Looks Like

Seamless data flow:

  1. Candidate applies → ATS creates record
  2. AI triggers outreach → Call scheduled
  3. Screening completed → Results pushed to ATS
  4. Qualification status updated → Workflows trigger
  5. Recruiter notified → Next steps automatic

Zero manual entry. Zero delays. Zero dropped candidates.

Top ATS Platforms and AI Integration

Greenhouse

Why recruiters love it: Greenhouse is the gold standard for structured hiring, with 300+ integrations and robust workflow automation.

AI Integration Capabilities:

  • Webhooks: Real-time candidate status updates
  • Harvest API: Full candidate record access and modification
  • Custom fields: Store screening results in searchable fields
  • Stage automation: Move candidates automatically based on screening
  • Tags: Auto-tag based on qualifications
  • Scorecards: Populate initial screening scores

Integration Architecture:

Candidate applies → Greenhouse creates record → 
Webhook triggers AI outreach → 
Screening completed → 
API updates candidate profile → 
Stage changes to "Screened" → 
Recruiter receives notification

Best For: Companies with structured hiring processes, 50-5,000 employees, strong compliance needs.

Workday Recruiting

Why enterprises choose it: Part of the broader Workday HCM suite, offering unified workforce management from recruiting through retirement.

AI Integration Capabilities:

  • REST APIs: Comprehensive candidate data access
  • Workday Integration Cloud: Pre-built connectors
  • Business process automation: Custom workflows triggered by screening
  • Reporting and analytics: Unified metrics across recruiting
  • Security: Enterprise-grade access controls

Integration Considerations:

Workday integrations typically require:

  • IT involvement for setup
  • Compliance review for data flows
  • Custom connector configuration
  • Testing in sandbox environment

Best For: Large enterprises (1,000+ employees), organizations already using Workday HCM.

Lever

Why fast-growing companies choose it: Combines ATS with candidate relationship management (CRM) for proactive talent engagement.

AI Integration Capabilities:

  • Native API: Full candidate lifecycle access
  • Zapier integration: No-code automation options
  • Custom feedback forms: Structured screening data
  • Opportunity stages: Automated progression
  • Nurture campaigns: Re-engage screened candidates

Unique Advantage: Lever's CRM features let you re-engage candidates who screened well but weren't hired—building a talent pool for future roles.

Best For: Fast-growing companies, strong employer brand focus, 100-2,000 employees.

Bullhorn (Staffing)

Why staffing agencies choose it: Purpose-built for staffing with robust job order management and candidate tracking.

AI Integration Capabilities:

  • REST API: Full database access
  • Webhooks: Real-time event notifications
  • Custom fields: Store screening data on candidate records
  • Submission workflows: Auto-populate client submissions
  • Reporting: Screening-to-placement analytics

Staffing-Specific Features:

  • Link screening results to specific job orders
  • Auto-update availability and preferences
  • Batch submission to clients
  • Credential verification tracking

Best For: Staffing agencies, light industrial, healthcare staffing. See our guide for staffing agencies for more.

SmartRecruiters

Why mid-market loves it: Modern UX with strong automation and marketplace integrations.

AI Integration Capabilities:

  • SmartRecruiters Marketplace: Pre-approved integration partners
  • Public API: Custom integration development
  • Workflow automation: No-code rule building
  • Candidate scoring: Automated qualification scores

Best For: Mid-market companies, strong UX requirements, 200-3,000 employees.

Other Popular ATS Platforms

ATSIntegration MethodBest For
JazzHRREST API, ZapierSmall businesses, simple workflows
WorkableREST API, webhooksSMBs wanting speed and simplicity
BambooHRAPI, marketplaceCompanies with combined HR + recruiting
iCIMSWeb services APILarge enterprises, complex workflows
TaleoOracle Integration CloudOracle shops, large enterprises

Integration Architecture: How It Works

Option 1: Native API Integration

How it works: AI platform connects directly to ATS via authenticated API calls.

[AI Screening Platform] ←→ [ATS API] ←→ [Candidate Database]

Pros:

  • Real-time data sync
  • Full feature access
  • Reliable and secure

Cons:

  • Requires technical setup
  • Each ATS needs separate integration
  • API limits may apply

Option 2: Webhook + API Combination

How it works: ATS sends webhooks for events; AI platform responds via API.

[ATS] → Webhook: "New candidate" → [AI Platform]
[AI Platform] → API: "Update record" → [ATS]

Pros:

  • Event-driven, efficient
  • Reduces polling overhead
  • Near-instant updates

Cons:

  • Webhook reliability varies by ATS
  • Requires endpoint hosting
  • Some events not webhook-enabled

Option 3: No-Code (Zapier/Make)

How it works: Third-party automation platform connects AI to ATS.

[AI Platform] → Zapier → [ATS]
[ATS] → Zapier → [AI Platform]

Pros:

  • No developer needed
  • Fast to set up
  • Easy to modify

Cons:

  • Additional cost ($20-200/month)
  • Rate limits on high volume
  • Less robust for complex workflows

Data Fields: What to Sync

Minimum Required Data Flow

From ATS to AI:

  • Candidate name and contact info
  • Job requisition details
  • Required qualifications
  • Screening questions to ask

From AI to ATS:

  • Screening completion status
  • Qualification determination (pass/fail)
  • Individual question responses
  • Call recording/transcript link
  • Timestamp of screening

Enhanced Data Fields

FieldPurpose
Screening scoreQuantified qualification level
Keyword flagsNotable responses highlighted
Sentiment indicatorsEnthusiasm/engagement level
Availability summaryStart date, shift preferences
Salary expectationsCompensation range captured
Location detailsCurrent location, relocation openness
Work authorizationVisa status, sponsorship needs

Custom Field Mapping

Most ATS platforms support custom fields. Map AI screening data to:

  • Searchable fields (for filtering candidates)
  • Scorecard fields (for evaluation)
  • Custom properties (for reporting)

Workflow Automation Examples

Workflow 1: Auto-Stage Progression

Trigger: AI screening completed

If qualified:

  1. Move candidate to "Phone Screen Complete" stage
  2. Add "AI Qualified" tag
  3. Notify assigned recruiter
  4. Schedule recruiter follow-up task

If not qualified:

  1. Move to "Screened - Not Qualified" stage
  2. Send automated rejection email
  3. Add to talent pool for similar roles

Workflow 2: Urgent Role Fast-Track

Trigger: AI screens candidate for "urgent" flagged requisition

If qualified:

  1. Send immediate notification to hiring manager
  2. Auto-schedule recruiter call within 4 hours
  3. Push to top of queue in ATS view
  4. Create interview calendar hold

Workflow 3: Volume Hiring Batch Processing

Trigger: AI completes batch screening (50+ candidates)

Process:

  1. Candidates sorted by qualification score
  2. Top 20% auto-advanced to next stage
  3. Middle 40% flagged for recruiter review
  4. Bottom 40% auto-declined with email
  5. Summary report generated for hiring manager

Implementation Best Practices

Before You Start

1. Document current workflows

  • How do candidates currently flow through stages?
  • What triggers recruiter actions?
  • Where are the bottlenecks?

2. Define screening criteria in ATS

  • Create custom fields for AI data
  • Build qualification scoring rubric
  • Map stages to AI outcomes

3. Involve IT/HRIS team

  • API access requirements
  • Security and compliance review
  • Testing environment setup

During Implementation

1. Start with one requisition type

  • Choose high-volume, standardized roles
  • Prove the model before scaling
  • Document wins and issues

2. Test thoroughly

  • Test candidate flow end-to-end
  • Verify data appears correctly in ATS
  • Confirm workflows trigger properly
  • Check reporting accuracy

3. Train recruiters

  • Show where AI data appears
  • Explain new workflows
  • Demonstrate time savings

After Launch

1. Monitor data quality

  • Are fields populating correctly?
  • Any sync delays?
  • Missing or duplicate records?

2. Optimize workflows

  • Adjust stage progression rules
  • Refine notification timing
  • Add fields based on recruiter feedback

3. Measure ROI

  • Time-to-first-contact improvement
  • Recruiter hours saved
  • Screening-to-hire conversion

Common Integration Challenges

Challenge: API Rate Limits

Problem: High-volume screening hits ATS API limits.

Solutions:

  • Batch updates instead of real-time
  • Queue and retry logic
  • Work with ATS to increase limits

Challenge: Field Mapping Complexity

Problem: AI data doesn't map cleanly to ATS structure.

Solutions:

  • Create custom fields in ATS
  • Use notes/comments for unstructured data
  • Standardize screening questions

Challenge: Workflow Conflicts

Problem: AI automation conflicts with existing recruiter workflows.

Solutions:

  • Map workflows before integration
  • Phase in automation gradually
  • Create override options for edge cases

The Bottom Line

AI phone screening without ATS integration is like hiring a great assistant who never talks to the rest of the team. The value is lost in the gap.

Every AI screening platform should offer:

  • Native integration with major ATS platforms
  • Real-time data sync (not daily batch)
  • Customizable field mapping
  • Workflow triggering capabilities
  • Reporting that spans both systems

Getting Started

We integrate with all major ATS platforms, including Greenhouse, Workday, Lever, Bullhorn, and 50+ others. Our team handles the technical setup so you see screening results in your existing workflows—no IT project required.

Schedule a consultation to discuss integration with your specific ATS. We'll show you exactly how screening data flows into your existing system and triggers your current workflows.

Key Takeaways

  1. ATS integration is essential—screening data without integration creates data islands and dropped candidates
  2. Major platforms supported: Greenhouse, Workday, Lever, Bullhorn, SmartRecruiters, and 50+ more
  3. Real-time sync matters—candidates move fast, your data should too
  4. Workflow automation multiplies value—auto-stage progression, notifications, and batch processing
  5. Implementation takes days, not months—with the right partner handling technical setup

Your ATS is the hub. AI screening should feed it seamlessly.

ATS IntegrationWorkdayGreenhouseLeverRecruiting Technology

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