Add Lever to your AI agent
Lever is an applicant tracking system combining sourcing, CRM functionalities, and analytics, helping companies scale recruiting efforts with a collaborative approach
- Things your agent can do in Lever
- 64
Things your AI can do in Lever
Your FormWise AI can handle any of these in Lever — on its own, without you needing to click a button.
Create Form Submission
PopularTool to create a completed profile form submission for a candidate's opportunity profile. Use when you need to submit a filled form based on an existing template.
Create Interview
PopularTool to create an interview on an externally-managed panel in Lever. Use when scheduling a new interview for an opportunity on a panel where externallyManaged is true.
Create Opportunity
PopularTool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.
Create Panel
PopularTool to create a new interview panel for an opportunity. Use when scheduling interviews for a candidate.
Create Requisition
PopularTool to create a new requisition in Lever for tracking hiring needs. Use when establishing job requisitions to manage headcount and hiring workflows.
Create User
PopularTool to create a new user in the Lever system. Use when adding a new team member with configurable access role.
Get Form
PopularTool to retrieve a specific profile form for an opportunity. Use when you need to fetch details of a form including field values and completion status.
Get Interview
PopularTool to retrieve a single interview for an opportunity. Use when you need to fetch detailed interview information by opportunity and interview UIDs.
Get Opportunity
PopularTool to retrieve detailed information about a single opportunity. Use when you need to fetch comprehensive candidate details including contact information, stage progression, sources, tags, and applications.
Get Requisition
PopularTool to retrieve detailed information about a single requisition by ID. Use when you need to fetch comprehensive requisition details including hiring status, headcount, and associated postings.
Get Stage
PopularTool to retrieve detailed information about a single stage by its UUID. Use when you need to fetch stage details from the recruiting pipeline workflow.
Get User
PopularTool to retrieve detailed information about a single user by their UUID. Use when you need to fetch complete user profile data including access role, contact links, and organizational details.
Show 52 more things it can do
List Form Templates
PopularTool to list all active form templates. Use when you need to retrieve all profile form templates for an account.
List Forms
PopularTool to list all profile forms for an opportunity. Use when you need to retrieve all forms associated with a candidate's profile.
List Interviews
PopularTool to list all interviews for an opportunity. Use when you have an opportunity UID and need to retrieve all its interviews.
List Opportunities
PopularTool to list all opportunities in the hiring pipeline. Use when you need to retrieve candidate opportunities with optional filtering by contact, posting, stage, tags, time ranges, or other criteria.
List Panels
PopularTool to list all interview panels for an opportunity. Use when you need to retrieve all panels associated with a specific opportunity UID.
List Postings
PopularTool to list all job postings including published, internal, closed, draft, pending, and rejected postings. Use when you need to retrieve job postings with optional filtering by state, team, department, location, commitment, level, tag, or update timestamp.
List Referrals
PopularTool to list all referrals for an opportunity. Use when you have an opportunity UID and need to retrieve its referrals.
List Requisition Fields
PopularTool to list all requisition field schemas in your Lever account with optional filtering. Use when you need to retrieve requisition fields with optional filtering by required status or field type.
List Requisitions
PopularTool to list all requisitions with filtering and pagination. Use when you need to retrieve requisitions, optionally filtered by status, code, confidentiality, or creation date.
List Opportunity Resumes
PopularTool to list all resumes for an opportunity. Use after obtaining the opportunity UID to retrieve candidate resumes.
List Sources
PopularTool to list all recruitment sources in your Lever account. Use when you need to retrieve information about sources (e.g., LinkedIn, Indeed, referrals, career site).
List Stages
PopularTool to retrieve all pipeline stages in your Lever account. Use when you need to list all hiring stages.
List Tags
PopularTool to list all tags in your Lever account. Use when you need to retrieve tags used to categorize candidates, opportunities, and postings.
List Users
PopularTool to retrieve all active users in your Lever account with optional filters. Use when you need to list users, filter by email, access role, or include deactivated users.
Update Requisition
PopularTool to update an existing requisition in Lever. Use when modifying requisition details such as name, headcount, status, or other attributes. This performs a full resource update where all required fields must be provided.
Update User
PopularTool to update an existing user in the Lever system. Use when modifying user information such as name, email, access role, or job details. WARNING: This performs a full resource update - all fields will be overwritten, and missing optional fields will be reset to defaults.
Add Opportunity Links
Tool to add links to a contact associated with an opportunity. Use when you need to attach URLs like LinkedIn profiles, GitHub accounts, personal websites, or other social media links to a candidate. Adding new links does not replace existing links.
Add Opportunity Sources
Tool to add sources to an opportunity. Use when you need to attribute specific recruitment channels or sources to an existing opportunity.
Add Opportunity Tags
Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.
Create Form Template
Tool to create a profile form template for an account. Use when you need to create a new form template with custom fields.
Create Note
Tool to create a note on an opportunity profile or add a threaded comment to an existing note.
Create Requisition Field
Tool to create a custom requisition field schema for use across requisitions. Use when establishing requisition field schemas for your account.
Create Requisition Field Option
Tool to add new options to a dropdown requisition field without replacing existing options. Use when you need to expand dropdown choices for requisition fields.
Upload File
Tool to upload a file temporarily to Lever for use with posting applications. Use when you need to attach resumes or documents before creating opportunities. Files expire after 24 hours and have a 30MB size limit.
Deactivate User
Tool to deactivate a user in the Lever system. Use when you need to prevent a user from logging in while preserving their historical records. Deactivated users remain in the system for historical record keeping but can no longer log in and use Lever.
Delete Form Template
Tool to delete a profile form template from account. Use when you need to remove a custom API-created form template. System templates cannot be deleted.
Delete Interview
Tool to delete an interview from an opportunity panel. Use when you need to remove an externally managed interview on behalf of a user. Only interviews with externallyManaged=true can be deleted.
Delete Note
Tool to delete a note on an opportunity. Use when you need to remove an API-created note.
Delete Panel
Tool to delete a panel from an opportunity. Use when you need to remove an externally managed panel on behalf of a user. Only panels with externallyManaged=true can be deleted.
Delete Requisition
Tool to delete or archive a requisition from Lever account. Use when you need to remove a requisition.
Delete Requisition Field
Tool to delete a requisition field from the account. Use when you need to remove a requisition field that is no longer in use.
Delete Requisition Field Option
Tool to remove specific options from a dropdown requisition field. Use when you need to delete dropdown choices without removing the entire field.
Download File
Tool to download a file associated with an opportunity. Use when you have opportunity and file UIDs and need to retrieve the actual file content.
Get File Metadata
Tool to retrieve metadata for a single file on an opportunity. Use when you have opportunity and file UIDs and need details like name, size, and status before downloading.
Get Form Template
Tool to retrieve a single form template by unique identifier. Use when you need to obtain a reference template for creating a new profile form.
Get Note
Tool to retrieve a single note for an opportunity. Use when you need to fetch detailed information for a specific note after confirming the opportunity and note IDs.
Get Panel
Tool to retrieve a single interview panel for an opportunity. Use when you need to fetch detailed panel info by opportunity and panel UIDs.
Get Requisition Field
Tool to retrieve detailed information about a single custom requisition field by ID. Use when you need to fetch the schema and configuration of a specific requisition field.
List Opportunity Files
Tool to list all files on an opportunity. Use after obtaining the opportunity UID.
List Notes
Tool to list notes on an opportunity profile. Use when you have an opportunity UID and need to retrieve its notes.
List Offers
Tool to list offers for an opportunity. Use when you have an opportunity UID and need to retrieve its offers.
Reactivate User
Tool to reactivate a previously deactivated user in the Lever system. Use when you need to restore login and Lever access to a user. After reactivation, the user's deactivatedAt field will be set to null, indicating the user is active again.
Remove Contact Links by Opportunity
Tool to remove links from a contact associated with an opportunity. Useful when invalid or outdated URLs need to be detached from a candidate profile.
Remove Opportunity Sources
Tool to remove sources from an opportunity. Use when you need to delete source attributions from a candidate's recruitment tracking information.
Remove Opportunity Tags
Tool to remove tags from an opportunity. Use when you need to detach specific labels from an existing opportunity before further updates or archiving.
Update Form Template
Tool to update an existing profile form template. Use when you need to modify a form template's name, instructions, fields, or other properties.
Update Interview
Tool to update an interview on an externally-managed panel. Use when modifying all details of an externally-managed panel interview via API.
Update Note
Tool to update a note on an opportunity profile. Endpoint: PUT /opportunities/{opportunity}/notes/{note} Notes: Only notes originally created via the API can be updated.
Update Panel
Tool to update an externally-managed panel for an opportunity. Use when modifying panel details such as applications, timezone, interviews, or notes after confirming the panel is externally-managed.
Update Requisition Field
Tool to update an existing requisition field in Lever. Use when modifying requisition field properties. IMPORTANT: This is an atomic update - include all properties you want to keep, as omitted properties will be deleted.
Update Requisition Field Option
Tool to update existing options in a dropdown requisition field without replacing the entire field object. Use when you need to modify the text of dropdown choices for requisition fields.
Upload File to Opportunity
Tool to upload a file permanently to an opportunity. Use when you need to attach resumes, documents, or other files directly to a candidate's opportunity profile. Files have a 30MB size limit.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Lever is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Lever, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Lever for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Lever work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Lever to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Lever in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Lever.
- 3
Hit "Connect"
Click "Connect Lever" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Lever
Build a quick AI Agent (it's like writing instructions, not code), and pick the Lever actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Lever for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Lever workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Lever users had before signing up
Do I need to know how to code?
Not even a little. If you can use Lever today, you can set this up. You'll connect Lever, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Lever login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Lever or delete everything any time.
What happens when Lever updates their app?
We handle it. When Lever adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Lever takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Lever — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Lever on FormWise
Lever is an applicant tracking system combining sourcing, CRM functionalities, and analytics, helping companies scale recruiting efforts with a collaborative approach
Connect Lever once and your FormWise AI gets 64 things it can do inside it. That means your AI can handle the Lever work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Lever? Take a look at www.lever.co.
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Stop doing the Lever work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
