64 available actions

What your AI agent can do in Lever

Lever is an applicant tracking system combining sourcing, CRM functionalities, and analytics, helping companies scale recruiting efforts with a collaborative approach This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get FormTool to retrieve a specific profile form for an opportunity.
  • Get Form TemplateTool to retrieve a single form template by unique identifier.
  • Add Opportunity LinksTool to add links to a contact associated with an opportunity.
  • Add Opportunity TagsTool to add tags to an opportunity.
  • Update Form TemplateTool to update an existing profile form template.
  • Update InterviewTool to update an interview on an externally-managed panel.

Browse all 64 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 29 actionsHide actions
  • Download FileTool to download a file associated with an opportunity.
  • Get File MetadataTool to retrieve metadata for a single file on an opportunity.
  • Get FormTool to retrieve a specific profile form for an opportunity.
  • Get Form TemplateTool to retrieve a single form template by unique identifier.
  • Get InterviewTool to retrieve a single interview for an opportunity.
  • Get NoteTool to retrieve a single note for an opportunity.
  • Get OpportunityTool to retrieve detailed information about a single opportunity.
  • Get PanelTool to retrieve a single interview panel for an opportunity.
  • Get RequisitionTool to retrieve detailed information about a single requisition by ID.
  • Get Requisition FieldTool to retrieve detailed information about a single custom requisition field by ID.
  • Get StageTool to retrieve detailed information about a single stage by its UUID.
  • Get UserTool to retrieve detailed information about a single user by their UUID.
  • List Opportunity FilesTool to list all files on an opportunity.
  • List FormsTool to list all profile forms for an opportunity.
  • List Form TemplatesTool to list all active form templates.
  • List InterviewsTool to list all interviews for an opportunity.
  • List NotesTool to list notes on an opportunity profile.
  • List OffersTool to list offers for an opportunity.
  • List OpportunitiesTool to list all opportunities in the hiring pipeline.
  • List PanelsTool to list all interview panels for an opportunity.
  • List PostingsTool to list all job postings including published, internal, closed, draft, pending, and rejected postings.
  • List ReferralsTool to list all referrals for an opportunity.
  • List Requisition FieldsTool to list all requisition field schemas in your Lever account with optional filtering.
  • List RequisitionsTool to list all requisitions with filtering and pagination.
  • List Opportunity ResumesTool to list all resumes for an opportunity.
  • List SourcesTool to list all recruitment sources in your Lever account.
  • List StagesTool to retrieve all pipeline stages in your Lever account.
  • List TagsTool to list all tags in your Lever account.
  • List UsersTool to retrieve all active users in your Lever account with optional filters.
Create & communicateCreate records or send supported messagesView 15 actionsHide actions
  • Add Opportunity LinksTool to add links to a contact associated with an opportunity.
  • Add Opportunity SourcesTool to add sources to an opportunity.
  • Add Opportunity TagsTool to add tags to an opportunity.
  • Create Form SubmissionTool to create a completed profile form submission for a candidate's opportunity profile.
  • Create Form TemplateTool to create a profile form template for an account.
  • Create InterviewTool to create an interview on an externally-managed panel in Lever.
  • Create NoteTool to create a note on an opportunity profile or add a threaded comment to an existing note.
  • Create OpportunityTool to create a new candidate opportunity in Lever.
  • Create PanelTool to create a new interview panel for an opportunity.
  • Create RequisitionTool to create a new requisition in Lever for tracking hiring needs.
  • Create Requisition FieldTool to create a custom requisition field schema for use across requisitions.
  • Create Requisition Field OptionTool to add new options to a dropdown requisition field without replacing existing options.
  • Upload FileTool to upload a file temporarily to Lever for use with posting applications.
  • Create UserTool to create a new user in the Lever system.
  • Upload File to OpportunityTool to upload a file permanently to an opportunity.
Update & manageChange and manage existing recordsView 8 actionsHide actions
  • Update Form TemplateTool to update an existing profile form template.
  • Update InterviewTool to update an interview on an externally-managed panel.
  • Update NoteTool to update a note on an opportunity profile.
  • Update PanelTool to update an externally-managed panel for an opportunity.
  • Update RequisitionTool to update an existing requisition in Lever.
  • Update Requisition FieldTool to update an existing requisition field in Lever.
  • Update Requisition Field OptionTool to update existing options in a dropdown requisition field without replacing the entire field object.
  • Update UserTool to update an existing user in the Lever system.
Remove & cancelRemove records or cancel supported workView 10 actionsHide actions
  • Delete Form TemplateTool to delete a profile form template from account.
  • Delete InterviewTool to delete an interview from an opportunity panel.
  • Delete NoteTool to delete a note on an opportunity.
  • Delete PanelTool to delete a panel from an opportunity.
  • Delete RequisitionTool to delete or archive a requisition from Lever account.
  • Delete Requisition FieldTool to delete a requisition field from the account.
  • Delete Requisition Field OptionTool to remove specific options from a dropdown requisition field.
  • Remove Contact Links by OpportunityTool to remove links from a contact associated with an opportunity.
  • Remove Opportunity SourcesTool to remove sources from an opportunity.
  • Remove Opportunity TagsTool to remove tags from an opportunity.
Other actionsSpecialist and administrative actions.View 2 actionsHide actions
  • Deactivate UserTool to deactivate a user in the Lever system.
  • Reactivate UserTool to reactivate a previously deactivated user in the Lever system.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Lever

How does the agent connect to Lever?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Lever?
The page above lists the 64 actions currently available through the Lever connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Lever included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Lever is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Lever to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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