More connected automation
viaSocket helps teams connect ATZ CRM workflows with other tools without forcing recruiters to manage separate handoffs manually.
August 2026 Workflow control
Workflow Automation, Nested Custom Fields and Team Note Controls
ATZ CRM added viaSocket automation management, nested custom fields, Note Type filters, and @mentions in notes so teams can organize work with more context.
Connect ATZ CRM with 2,200+ apps through viaSocket
Manage automations from inside the CRM workflow
Create parent-child relationships between custom fields
Filter notes by Note Type across entities
Mention teammates in notes when action or visibility is needed
Quick answer
What changed for recruiters?
This update improves workflow control for recruiting teams. viaSocket brings automation management closer to ATZ CRM, nested custom fields let admins show child fields based on parent selections, Note Type filters make activity history easier to scan, and @mentions notify teammates when a note needs their attention.
What changed
What this update changes
ATZ CRM now supports workflow automation with viaSocket, giving teams a way to connect the CRM with thousands of apps and manage automations closer to their recruiting workspace.
Nested Custom Fields give admins more control over forms and record layouts. A child field can appear based on the selected parent value, which helps teams avoid showing irrelevant fields to recruiters.
Note Type Filters make it easier to find the right note across entities. Recruiters can narrow history by note category instead of reading through every activity entry.
@mentions in notes help recruiters bring teammates into the right context. When someone needs input, review, or follow-up, the note can notify the right person directly.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Cleaner forms and records
Nested custom fields show follow-up fields only when they are relevant, reducing clutter during data entry.
Faster note review
Note Type filters help recruiters find interview notes, call summaries, client feedback, or internal updates more quickly.
Better team coordination
@mentions let recruiters ask for input inside the record instead of sending separate messages with missing context.
Before and after
How the workflow changes
Before
Automation planning often lived outside the CRM and required separate tools or manual coordination.
After
viaSocket workflows can be managed closer to the records and events that trigger recruiter work.
Before
Forms could show fields that only mattered after a specific selection, making pages longer than needed.
After
Nested fields keep follow-up questions conditional and more relevant to the recruiter’s current entry.
Before
Teams searched through long note history or sent separate messages to get teammate attention.
After
Note filters and @mentions make record-level collaboration easier to follow.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Map the repetitive workflow
Identify the trigger, connected app, record type, and recruiter action that the automation should support.
2
Set up the viaSocket connection
Connect ATZ CRM with the external app and keep the automation tied to a clear recruiting use case.
3
Design nested fields carefully
Create parent and child fields only where conditional details improve the form or record experience.
4
Use Note Type filters during review
Filter notes by category when preparing for calls, candidate reviews, client updates, or handovers.
5
Mention teammates in context
Use @mentions when a colleague needs to review a note, answer a question, or take the next action.
Feature-specific details
Extra context for this update
Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.
Workflow design
How to avoid automation and field clutter
These controls are powerful when they are tied to real recruiting decisions. They can become noisy if every small preference becomes a new rule or field.
- Create automations for repeated handoffs, status changes, reminders, or external app updates that save meaningful recruiter time.
- Use nested fields when the child question genuinely depends on the parent answer.
- Keep Note Types simple enough that recruiters know which one to choose during busy work.
- Use @mentions for action, review, or handover; avoid tagging people when a note is only informational.
Best fit
Teams that benefit most
Admins improving field structure
Recruitment operations teams managing automations
Recruiters who rely on notes during handovers
Agencies connecting ATZ CRM with external apps
Managers standardizing data entry and collaboration habits
Helpful next steps
Related ATZ CRM pages
viaSocket integration Explore how viaSocket connects ATZ CRM with broader automation workflows. Workflow Automation See how ATZ CRM supports repeatable process steps, reminders, and handoffs. Nested custom fields Learn how parent-child field relationships help admins build cleaner forms. Create custom fields Review custom field setup before adding conditional field logic. Custom note types Use note categories consistently before filtering activity history by type. Tag recruiters in notes Review how @mentions bring teammate attention into record-level notes.
Quick answers
Common questions
What does viaSocket add to ATZ CRM workflows?
viaSocket helps teams connect ATZ CRM with more than 2,200 apps and manage automations around recruiting work.
What are Nested Custom Fields?
They are conditional parent-child fields where the child field appears based on the selected parent value.
When should admins use nested fields?
Use them when a follow-up question only matters after a specific answer, such as a role type, source, status, or compliance category.
How do Note Type Filters help recruiters?
They let recruiters narrow note history by category so the right feedback, call note, or internal update is easier to find.
What happens when a teammate is mentioned in a note?
The mentioned user is notified so they can review the record context and respond or take action.
Should every workflow become an automation?
No. Automate repeated, valuable handoffs first and leave judgment-heavy recruiting decisions with the team.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.