Auto-trigger for Screening Bot | Zoho Recruit

Auto-trigger for Screening Bot | Zoho Recruit



Still manually sending screening tests after every application? Not anymore.

With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has been completed and instantly sends the Screening Bot link if it has not.

No manual follow-ups. No tracking sheets. No applicants slipping through the cracks.

What’s New?

Previously, recruiters had to manually send the Screening Bot assessment email to candidates. Now, with Auto-trigger Screening Bot,

Zoho Recruit:
  1. Automatically detects candidates who apply for a job
  2. Checks whether they have taken the screening test
  3. Sends the Screening Bot link via email if they have not


This is powered by a workflow rule available under the Reviews sub-module and can be activated directly from Setup > Zia > Chatbot > Screening Bot.


How this works IRL

Imagine you are hiring for a Business Development Executive role and receive 200 applications in a week.

You have attached a screening assessment with qualifier questions such as:
  1. Minimum years of sales experience
  2. Willingness to work in a target-driven environment
  3. Location flexibility

With Auto-trigger enabled:

  1. Every applicant automatically receives the pre-screening assessment, if they have not already taken it.
  2. Candidates complete the test at their convenience.
  3. Qualifier logic automatically filters out candidates who do not meet mandatory criteria.
  4. Only qualified candidates move forward in your pipeline.
Instead of manually sending 200 assessment emails or reviewing clearly unqualified profiles, the system handles the initial screening layer for you.

Why This Matters

Auto-trigger ensures faster screening cycles, consistent evaluation across all applicants and an overall cleaner, more qualified candidate pipeline.

This update helps you move from reactive screening to automated, rule-based shortlisting from the moment a candidate applies. For more details, refer to our help article.

Questions? Suggestions? Leave a comment below or reach out to us at support@zohorecruit.com.

Regards,
Team Zoho Recruit


      • Sticky Posts

      • Zoho Recruit Community Meet-up - India (Venues Finalised)

        Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting

      • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

        Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

      • An update to improve email delivery | Email Authentication & Relay

        Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)

      • Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

        Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,

      • Zoho Recruit is coming to the UK | Zoho Community Learning Series

        Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and

        • Recent Topics

        • SPAM (and some other) folders missing on three of my Zoho Mail accounts

          I have four email accounts with Zoho Mail. Three days ago, the Spam folder on three of these accounts vanished. It is gone on the Windows and Linux desktops as well as the web-based and Android versions, and I have tried it on multiple machines. The only

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Error 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)

          When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I get

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

        • Zoho CRM - Email/Message icon for Deal List View

          Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, Ashley

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • HR Helpdesk Cases

          We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

        • Tip #7 - Siri shortcuts in Zoho CRM

          Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automatically

        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

        • Nothing triggers a Journey

          I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actually

        • Manually Backorder Sales Order and/or Change Sales Order Status

          Is there an option to manually 'backorder' a sales order, or otherwise change it's status?  In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment.   Ex- we created a PO on

        • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

          Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

        • Kaizen #254 - Building a Temporal Lead Score Decay System in Zoho CRM

          Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will build a temporal lead score decay system that works alongside your existing scoring rules by introducing percentage-based score decay driven solely by customer inactivity. By

        • Metadata API Access to Functions

          I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

        • API actions/approvals endpoint returns UNAPPROVABLE despite user having full permissions and being the assigned approver

          Hi Team, We are trying to programmatically approve a record via the CRM API but consistently receive an UNAPPROVABLE error, even though the same user can approve the record without issue from the UI. Endpoint called: POST https://www.zohoapis.com/crm/v6/{module}/{record_id}/actions/approvals

        • Upcoming Change: Increased character limits for module and field labels

          To provide greater flexibility in customizing your CRM, we are increasing the maximum character limits for module labels and field labels in Zoho CRM. What's changing? Label Current Limit New Limit Module Label 25 characters 50 characters Subform Module

        • Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

          #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly

        • I am not able to check in and checkout in zoho people even location access allowed

          This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

        • WhatsApp Vendors Module

          Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communication

        • Upload ticket attachments via Drag-&-Drop

          Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Elevate your Radar experience: Best practices part 3

          In the Spotlight: Zoho Desk's Radar app Customer support requires human intelligence combined with emotional intelligence. How about these coupled with contextual intelligence? These elevate the customer support experience. When providing support through

        • Migrating my email from GMAIL to ZOHO MAIL..........

          I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up

        • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

          Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho Organization

        • RFID Scanner/Adapter Solution for barcode scanning

          Hello, We will be trialing using barcode scanning for item verification during our picking process. Using a phone or a tablet is awkward and uncomfortable. Are there any Zoho compatible RFID scanners, or an RFID device/adapter that will connect with a

        • Approval Process not retriggering after rejection when stage is manually changed back

          We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changes

        • Free Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate

          Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together from

        • Updating Sales orders on hold

          Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

        • Two-Factor Authentication in Zoho Mail: Add an extra layer of security to your organization

          Account security is a critical aspect of managing any organization's email. With increasing risks of unauthorized access, a single password may not always be sufficient to keep accounts protected. Zoho Mail's Two-Factor Authentication (TFA) addresses

        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

        • API to post drafts for social media

          I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

        • How to show product cards in your chatbot

          Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

        • Changing settings for auto logoff

          I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

        • How do you create invoices before sending them through Zoho Invoice?

          Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word before

        • ZML Error/Bug

          Hi, I would like to request for your help regarding this kind of behavior. Requested_Start_Time & End_Time - date-time fields https://......#Page:PH_Calendar_Page?reqDate=08-04-2026 https://......#Page:PH_Calendar_Page?reqDate=07-31-2026 https://....#Page:PH_Calendar_Page?reqDate=08-03-2026

        • Item with name in different languate

          Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

        • Email notification for followers

          Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would

        • Migration of emails from Yandex to Zoho

          I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and

        • Auto-fill from logged-in user's profile for Name Fields in Subforms

          Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan

        • Next Page