Setting Up the Ashby Integration

Modified on Tue, 22 Sep at 1:09 PM

Connect your Ashby ATS to Lavalier to sync candidates, job openings, and applications.

Before You Start

  • Admin permissions in Ashby to manage API credentials
  • Owner permissions in Lavalier

Step 1: Get Your Ashby API Key

There are two ways to get your key. The quickest is through Ashby's integrations browser, where the Lavalier tile creates a key that's already scoped with the permissions Lavalier needs. If you don't see Lavalier there, create a key manually instead.

Option A: From Ashby's Integrations Browser (Recommended)

  1. In Ashby, click Admin in the top navigation

  2. In the left navigation, expand Integrations, then click the Integrations sub-section

  3. Search for Lavalier and click the Lavalier tile

  4. In the panel that opens, click +Create API key for Lavalier

  5. Copy the API key from the dialog that appears and save it somewhere safe

A key created this way already has the permissions Lavalier needs, so you can skip ahead to Step 2.

Option B: Create an API Key Manually

  1. In Ashby, go to Integrations → API Keys in the left navigation bar

  2. Click the New button in the top right

  3. In the dialog, give the key a name you'll recognize later (e.g., "Lavalier Sync Key"). Leave the Partner field blank

  4. Click Create API key

  5. On the next screen, set the endpoint permissions to match the table below.

  6. Click Save and Continue

  7. On the final screen, copy the API key and save it somewhere safe — Ashby will only show it once

Required Permissions

Set the following endpoint permissions exactly. Lavalier needs read access across most modules to sync candidates and jobs, plus write access on Jobs, Candidates, Interviews, Hiring Process Metadata, Organization, and Api Keys to push updates back to Ashby.

ModuleReadWrite
Jobs✅✅
Candidates✅✅
Interviews✅✅
Hiring Process Metadata✅✅
Organization✅✅
Offers✅—
Api Keys✅✅
Approvals✅—
Notetaker——
Reports——


Under Other Permissions, leave all four checkboxes (confidential jobs and projects, non-offer private fields, updating application history, quality of hire data) unchecked.

Tip: You can optionally set Default Source to Platform: Lavalier so applications created via the integration are attributed to Lavalier in Ashby reporting.


Step 2: Connect Ashby to Lavalier

  1. In Lavalier, go to Settings → Integrations

  2. Find the Ashby card and click Connect

  3. In the Connect Ashby dialog, paste your API Key

  4. Click Connect

Lavalier verifies your key and starts syncing. You'll see Connected - Syncing up to date information... while it works, and Connected - Last synced [time] once it's done.

What Gets Synced

Once connected, Lavalier syncs the following from Ashby:

  • Open positions and job posts (including the Employment Type, which becomes the role's Work Type in Lavalier)
  • Applications and interview pipeline stages (the stage structure — names, order, and duration — is managed in Ashby; you can still add and edit interview questions for each stage in Lavalier)
  • Candidates with active applications in progress
  • Candidate resumes (imported automatically to their profile)

Check the Integrations page to see sync status and progress.

What's next?

With Ashby connected, you can:

Troubleshooting

Lavalier says "Unable to connect"

Double-check that you copied your credentials correctly with no extra spaces, and that you have admin permissions in Ashby.

Error: "Another ATS integration is currently active. Disconnect it first to connect Ashby."

Solution: You can only have one ATS connected to Lavalier at a time. Disconnect your existing ATS (Greenhouse or Ashby) from Settings → Integrations, then try again.

Some of my Ashby candidates aren't showing up in Lavalier

Solution: Lavalier only syncs candidates who have active applications past the pre-interview stages on open jobs. Candidates in earlier stages or on closed jobs won't appear.

I can't edit a candidate's title, company, or location

Solution: For candidates synced from Ashby, the title, company, and location fields are read-only in Lavalier because Ashby doesn't accept updates to these fields. To change them, update the candidate in Ashby and the changes will sync to Lavalier.

I can't edit a role's Work Type

Solution: For roles synced from Ashby, Work Type (Full-time, Part-time, Contract, Internship) is managed by Ashby and reflects the Employment Type set on the job. To change it, update the Employment Type in Ashby and the change will sync to Lavalier.

I can't change the stage or status of an archived application

Solution: Ashby owns the archive state for applications. If an application is rejected or withdrawn in Ashby, you can't change its stage or move it back into the pipeline from Lavalier. Reopen the application in Ashby first — Lavalier will pick up the change on the next sync.

I see "Pending creation in Ashby" on a candidate

Solution: This candidate was created in Lavalier and is being synced to Ashby. While the badge is visible, the candidate can't be edited or deleted in Lavalier. Once the sync completes, the badge will update.

Can I edit or cancel an Ashby interview in Lavalier?

Cancelling an Ashby interview is still managed in Ashby. When you try to cancel one in Lavalier, you'll see a dialog—"This interview is managed by Ashby. Open the candidate in Ashby to make changes."—with a button to open the candidate directly in Ashby.

You can edit the meeting type, meeting URL, and phone number for an Ashby-synced interview directly in Lavalier. When you do, Lavalier recommends making the change in Ashby instead: "This interview is synced from Ashby. Making the change in Ashby keeps the candidate's invite up to date — Ashby re-sends the meeting details. If you edit it here, we'll use your change, but the candidate won't be re-notified." Click Continue to apply your local edit anyway.

I see "Interviewer is in a Separate Lavalier Team" on an Ashby interview

This happens when the interviewer assigned in Ashby uses an email that already belongs to a different Lavalier team. Lavalier can't invite interviewers across teams, so the interview shows no interviewer and an attention indicator instead.

To fix it: open the candidate in Ashby and assign an interviewer who belongs to your Lavalier team. The change will sync back to Lavalier.

What happens when I merge a duplicate of an Ashby candidate?

You can merge an Ashby-linked candidate with one created in Lavalier, but not with another Ashby-linked candidate—two Ashby records have to be merged in Ashby, and the change syncs back.

The Ashby-linked record always becomes the combined candidate, and a few details are locked because Ashby doesn't accept updates to them: title, company, location, and résumé. A locked detail only actually locks when Ashby already has a value for it—if it's empty there, you can bring the duplicate's value across.

Two things to watch before you confirm:

  • Ashby stores one email and one phone number per candidate, so any extras the merge would add get dropped. Lavalier lists exactly which ones first.
  • A résumé brought in by a merge stays in Lavalier only—it can't be uploaded to Ashby, so it won't appear there.
Can I submit my interview feedback to Ashby from Lavalier?

Yes. When an interview's stage has an Ashby feedback form, the Write Feedback tab shows that form instead of Lavalier's free-form editor. You fill it in inside Lavalier and send it straight to Ashby. The form is available to the interviewers on the interview. Until the interview is complete, you'll see a read-only preview.

  1. Choose your overall recommendation first. It also sets your hiring recommendation in Lavalier.
  2. Fill in the rest of the form. On any long-answer question, click Generate Feedback to have Lavalier draft a note from the interview, or Tweak Feedback to refine what you've written. Your answers save automatically.
  3. Click Submit Feedback to Ashby, then Submit to confirm.

Once it's sent, you'll see "Your feedback has been sent to Ashby." The form becomes read-only in Lavalier, so review your answers before you submit.

A few things to know:

  • The form only appears when Lavalier can deliver it. The interview has to be linked to an Ashby application, and its stage has to map to a single Ashby feedback form. Otherwise you'll see Lavalier's free-form editor. Free-form feedback stays in Lavalier and isn't sent to Ashby.
  • Some questions can only be answered in Ashby. Lavalier notes which ones; you can finish them in Ashby after you submit.
  • If a submission doesn't go through, you'll see "Your feedback didn't reach Ashby. Please review your answers and submit again." If Lavalier can't confirm delivery, check Ashby before resubmitting so you don't create a duplicate.

To see all feedback on the application in Ashby, click Open in Ashby next to the form title.

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