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Stage Actions for Automation

Send messages, alert teammates, and more with automated Stage Actions that trigger when you move a candidate from one Stage to the next.

Stage Actions automate the repetitive sets of actions you take each time a candidate moves from one stage to the next – like sending a Thank You email after a candidate applies for​ a position.

Get Started with Stage Actions

We give you two places to edit Stage Actions for your pipeline stages, and they work the same way.

Edit Stage Actions from the Position Level

Click the βš™ gear icon to the right of the position name you'd like to edit:

From the open Position, head to the Pipeline tab, then click the blue link to change your Pipeline & Stage Actions Settings.

In the Edit Pipeline window that pops up, you'll see every Stage your team has configured for that pipeline. Click the "Edit Stage Actions" under the Stage where you'd like to add some automated Stage Actions.

Send Message Action

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Heads up!

Stage Actions are only triggered the first time a Candidate enters a stage.

The Send Email / SMS drop-down lets you specify a Message Template to automatically send to a candidate once they enter that Stage.

After you choose your template, Breezy will pop up a drop-down menu next to the template name. In the drop-down, you can choose to delay that message send from a number of predefined times – from no delay at all to one week. Learn more about Delaying Candidate Messages.

Breezy automatically populates the template variables (like the applicant's first name) ​and will show the individual who moved the candidate as the sender.

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Please note:

This action only occurs with Candidates who have an email address.

Team Feedback Action

Triggering this action will send an email to each member of the Hiring Team associated with the position, explicitly requesting their feedback on the Candidate.

From your Breezy Settings:

In the Breezy sidebar, go to the βš™ icon to get into your Settings, then select Pipeline Stages. From there, click the πŸ“ pencil and paper icon next to pipeline you'd like to edit. In the Edit Pipeline window that pops up, you'll see every Stage your team has configured for that pipeline. Click the πŸ“ pencil and paper icon next to Stage where you'd like to add some automated Stage Actions, and you can follow the same process listed to Send Message and Trigger Team Feedback Action listed above πŸ˜„

Updated 5 months ago


Stage Actions for Automation


Send messages, alert teammates, and more with automated Stage Actions that trigger when you move a candidate from one Stage to the next.

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