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Use Tracy AI Interviewer with Lever

Keep your candidates in Lever, invite the people you choose to Tracy AI Interviewer, and read the interview results. Bring a result link back to the candidate record when your workflow needs it.

Choose your route

  • ChatGPT or Claude: copy a candidate’s name and email yourself, then approve an invitation in chat.
  • Zapier: no Lever Zapier setup is verified in this guide; use the manual route or the API.
  • API: a developer connects the two APIs with your own keys and saves the record mapping.

These workflows use separate products. They do not install a native Lever integration in Tracy AI Interviewer. Tracy AI Interviewer does not score, rank or reject people. A person decides what happens next.

Before you start

Have a Tracy AI Interviewer account, access to the candidate in Lever, and an interview ready. Use a separate interview for each job to keep each candidate’s ATS reference tied to the right hiring process. Follow the Claude guide or the ChatGPT guide to connect Tracy AI Interviewer, then ask it to draft an interview for your role and review the questions before saving. Test with your own email address: invitations send real email.

Route 1: invite from ChatGPT or Claude

  1. Connect Tracy AI Interviewer using one of the AI-app guides above.
  2. Open the candidate record in Lever. Copy only the name and email you intend to invite into the chat. This route does not give the AI app access to Lever.
  3. Ask Tracy AI Interviewer to invite that person to the interview you reviewed. Check its invitation preview and approve it to send.
  4. After the person finishes, ask Tracy AI Interviewer to read their results. Results stay in Tracy AI Interviewer; this chat workflow does not automatically save them in Lever.

Invite the candidate whose name and email I have just checked to my Customer Success Manager interview in Tracy AI Interviewer. Use invite_participants and show me the preview before sending.

Check: confirm that your test email received a personal invitation, then complete a test interview and ask the chat to read its results with get_results.

Route 2: automate with Zapier

We could not verify a Lever Zapier setup in Lever's public documentation, so there are no Lever Zapier steps here. Tracy AI Interviewer itself has five triggers and Invite Participant; see the Zapier guide. Use route 1 or route 3 for Lever.

Route 3: build with the APIs

This route requires your own integration code. Follow the Tracy AI Interviewer API guide for request bodies, authentication and errors.

  1. In Tracy AI Interviewer, open Integrations and create an API key. Keep both products' keys in your server code, outside chat. Send the Tracy AI Interviewer key as Authorization: Bearer YOUR_KEY.
  2. Have your Lever administrator provide a Data API key with read access to opportunities and write access to notes. Use HTTP Basic (key as username, empty password). Read GET https://api.lever.co/v1/opportunities/{opportunity}for name and the chosen address in emails. Save the opportunity ID, rather than the contact ID: one person can have several opportunities. Confirm the person and job you intend to invite.
  3. Call GET /api/interviews on Tracy AI Interviewer and choose your reviewed interview. Send one person to POST /api/interviews/:id/participants with people containing their name and email and refcontaining the Lever opportunity ID. Save the returned participant ID with that ATS ID. Check held and emailed. This call sends the invitation directly; approve your candidate selection in your own workflow before calling it.
  4. Poll GET /api/events?type=result.ready&limit=100. Deduplicate by event id, match participant.externalRef to your saved ATS ID, and take resultUrl from the event. Read GET /api/participants/:id/results with the participant ID if you also need the report. The events endpoint returns only the newest 100 matching events; reconcile against saved participant IDs and their results if your process misses that window.
  5. Send POST https://api.lever.co/v1/opportunities/{opportunity}/notes with {"value":"RESULT_LINK"}. Replace RESULT_LINK with the result URL from the event. Choose secretdeliberately for note visibility. Leave the optional score unset. Record processed event IDs so another poll does not add the same note again.

Check: use your own test candidate from invitation through completion. Confirm the note lands on the saved Lever opportunity ID, and that an authorized reviewer can open its result link. Poll again and confirm no duplicate note appears.

What is not supported by these workflows

  • No automatic ATS import or result write-back comes from connecting Tracy AI Interviewer alone. The Zapier steps or your own code perform those transfers.
  • The note contains a result link, not an ATS scorecard, ranking or rejection. A result link does not grant access to the report; test it with the reviewer's Tracy AI Interviewer account.
  • A held invite has not been sent. Check whether the interview is paused or credits are needed before retrying.
  • No verified Lever MCP or Zapier setup is described here. This guide makes no claim of a native Lever marketplace app or certification for Tracy AI Interviewer.

Need an embedded ATS stage, a different result format or help with access? Book a demo (opens in a new tab) to work out that part.