n8n

How to Automate ERPNext Candidate Screening?

Hire faster with an end to end screening flow that reads resumes, checks job fit, and updates ERPNext automatically. Great for HR teams that handle many applicants and want consistent and fair scoring with clear reasons.

A webhook from ERPNext starts the run when a new applicant is created. The flow checks if a resume link exists. If a link is missing, status becomes Rejected. If the applicant did not choose a job opening, status becomes Hold. When a resume link is present, the file is downloaded, the text is extracted, and job opening details are pulled from ERPNext. The resume text and job description are merged and sent to an AI model for scoring and a short summary. The output is mapped to fields and written back to ERPNext. If the score is 80 or higher, a WhatsApp message is sent. If the score is less than 80, an Outlook email is sent.

Setup needs an ERPNext webhook on Job Applicant and valid accounts for Google Gemini, Microsoft Outlook, and WhatsApp Business Cloud. Expect big time savings and a steady review standard across all applicants. This is ideal for internal HR teams, staffing firms, and schools running campus hiring where volume is high and speed matters.

What are the key features?

  • ERPNext webhook captures new Job Applicant records on insert and starts the screening run.
  • Resume link check rejects missing files and puts unmatched job applications on hold.
  • File type detection and resume download with PDF to text extraction for fast parsing.
  • Fetch job opening details from ERPNext to provide the job description context.
  • Merge resume text and job description and send to an AI model for fit score and notes.
  • Map AI output to your ERPNext fields using a simple field converter step.
  • Update the applicant record in ERPNext with score, rating, and summary.
  • Decision rule selects accept at score 80 or above and reject below 80.
  • Send WhatsApp updates to selected candidates and Outlook emails to rejected ones.
  • Clear branches and notes guide handling of scanned PDFs and alternate file types.

What are the benefits?

  • Reduce manual review from 30 minutes to 2 minutes per applicant
  • Automate up to 80 percent of screening steps from intake to decision
  • Improve data accuracy by writing structured fields back to ERPNext
  • Handle three to five times more applicants without adding staff
  • Connect ERPNext, Google Gemini, Outlook, and WhatsApp in one flow

How do you set it up?

  1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
  2. You'll need accounts with ERPNext, Google Gemini, Microsoft Outlook and WhatsApp Business Cloud. See the Tools Required section above for links to create accounts with these services.
  3. In ERPNext, open Job Applicant and create a webhook that triggers on insert. Set the webhook URL to the unique URL shown in the n8n Webhook node, then save and test with a sample applicant.
  4. In n8n, open the ERPNext nodes and create ERPNext credentials. Double click the relevant node, then on the Credential to connect with dropdown, click Create new credential, then follow the on screen instructions to integrate that service.
  5. Open the Google Gemini node and add your API key from the Google Gemini API page. Create a new credential in n8n and paste the key. Test by sending a small prompt from the node.
  6. Open the Microsoft Outlook node and create a new OAuth credential. Sign in with your Microsoft account and grant send email permission. Send a test email to confirm it works.
  7. Open the WhatsApp Business Cloud node and add your access token from Meta Developer settings. Set the phone number ID and test by sending a message to a verified number.
  8. Verify the File Type, Download PDF Resume, and PDF to Text steps using a real PDF resume. If your resumes are scanned images, add an OCR step or switch to a text based file source.
  9. Open the Get Job Opening node and confirm the doctype and filters match your ERPNext setup so the job description loads correctly.
  10. In Convert to Fields, map AI output fields like score, rating, and summary to your ERPNext custom fields. Save and run with a sample to confirm the mapping.
  11. Adjust the decision rule in the score check node if you want a different threshold than 80. Update the WhatsApp and Outlook message templates with your company tone.
  12. Run a full end to end test by creating a Job Applicant in ERPNext with a valid resume link and a selected job opening. Check ERPNext for status updates, and confirm messages are sent on the correct branch.

Tools Required

$24 / mo or $20 / mo billed annually to use n8n in the cloud. However, the local or self-hosted n8n Community Edition is free.

ERPNext

Sign up

Self-hosted (free): $0 / mo; Frappe Cloud shared hosting starts at $5 / mo

Google Gemini

Sign up

Free tier: $0 via Gemini API; e.g., Gemini 2.5 Flash-Lite free limits 1,000 requests/day (15 RPM, 250k TPM). Paid from $0.10/1M input tokens and $0.40/1M output tokens.

Microsoft Outlook

Sign up

Exchange Online (Plan 1): $4.00 user / mo (annual billing)

WhatsApp Business Cloud

Sign up

Free: $0 for service messages within the 24-hour customer service window (unlimited since Nov 1, 2024) and for utility template messages sent within that window (since Apr 1, 2025). Otherwise per‑message rates apply by country and category.

Credits:
Developed by Amjid Ali. Support: PayPal. Courses: Syncbricks LMS. LinkedIn: amjidali. Website: syncbricks.com. YouTube: Syncbricks channel.

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