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Documentation Index

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About Greenhouse

Greenhouse is an applicant tracking system (ATS) for managing recruiting pipelines, candidates, applications, interviews, and jobs.

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What the Greenhouse integration enables

CapabilityDescription
Workflow AutomationBuild Serval workflows that use the Greenhouse Harvest API
Candidate ManagementCreate candidates and add applications to open jobs
Application ManagementMove applications between stages or reject applications
Job LookupList open jobs for recruiting workflows
Serval connects to the Greenhouse Harvest API v3 using OAuth 2.0 client credentials.

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Greenhouse configuration

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Prerequisites

Before configuring Greenhouse in Serval, make sure you have:
  • An active Greenhouse account
  • Permission to create and manage API credentials in Greenhouse
  • A Harvest V3 OAuth credential with the scopes your workflows need
  • A Greenhouse user ID for a Site Admin user, if your workflows need list endpoint access
Greenhouse list endpoints can require a Site Admin authorizing user. If the Integration Service User associated with your OAuth credential does not have enough access, configure the optional Authorizing User ID in Serval.

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Create Harvest v3 OAuth credentials

1

Open API credentials

  1. Log in to Greenhouse.
  2. Open Configure → Dev Center → API Credential Management.
  3. Click Create new API credentials.
2

Create a Harvest V3 OAuth credential

  1. Select Harvest V3 (OAuth) as the credential type.
  2. Enter a descriptive name, such as Serval Integration.
  3. Save the credential.
  4. Copy the Client ID and Client Secret.
Store the Client Secret securely. Anyone with access to it can request Harvest API tokens for the configured Greenhouse account.
3

Configure scopes

Grant the Harvest scopes required for your Serval workflows. At minimum, choose scopes that cover the workflows you plan to use, such as candidate, application, job, and user access.
Grant the minimum scopes required for your workflows. You can update scopes later if a workflow needs additional Harvest API access.
4

Find an authorizing user ID if needed

If you need Serval to mint Harvest tokens as a specific Greenhouse user:
  1. Open that user’s profile in Greenhouse.
  2. Copy the numeric user ID from the profile URL.
  3. Use that value as the Authorizing User ID in Serval.
If you leave this field blank, Greenhouse uses the Integration Service User attached to the OAuth credential.

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Serval configuration

Once you have the Greenhouse OAuth credential, configure the integration in Serval.
1

Open the Greenhouse integration

  1. In Serval, go to Applications → Available → Greenhouse.
  2. Click Connect.
2

Enter configuration details

Fill in the following fields:
FieldDescriptionRequired
Client IDOAuth Client ID from the Harvest V3 credentialYes
Client SecretOAuth Client Secret from the Harvest V3 credentialYes
Authorizing User IDNumeric Greenhouse user ID sent as the OAuth token sub parameterNo
Use the Authorizing User ID when workflows need to act as a specific Greenhouse user. For list endpoints, use a Site Admin user if the Integration Service User does not have enough access.
3

Submit the configuration

  1. Click Submit.
  2. Serval verifies the connection by calling the Harvest API.
  3. After verification succeeds, you can use Greenhouse in workflows.

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Using Greenhouse in workflows

After Greenhouse is connected, Serval workflows can:
  • Create a candidate
  • Add an application for a candidate and job
  • Move an application to another stage
  • Reject an application with a rejection reason
  • List open jobs
Greenhouse Harvest v3 uses Bearer tokens from OAuth client credentials. The older Harvest v1 On-Behalf-Of header does not apply to this integration.
Need help? Contact support@serval.com for assistance with your Greenhouse integration.