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Overview

Firstwork’s modules are deeply interconnected. This document maps every cross-module relationship — how data flows between features, which modules can trigger actions in others, and what shared infrastructure connects them.

Module Interaction Map


Hiring Flows and Automations

This is the most common integration in the platform. Automations respond to hiring flow events:
  • Stage and status changes trigger “On Change” automations
  • Form element submissions trigger “Form Element Submission” automations
  • Recollection events trigger “Recollection” automations
  • External API application creation triggers “External API” automations
Automations act on hiring flow data:
  • Update application stage or status
  • Fill form fields with data
  • Create contracts from applications
  • Reset custom links for re-entry
  • Trigger recollection requests
  • Run OCR on uploaded documents

Hiring Flows and AI Caller

How they connect:
  • An AI Caller bot can be embedded as a form element within a hiring flow page
  • When the candidate reaches that step, a call (phone, audio, or video) is initiated
  • Input data is pulled from the candidate’s application
  • Output data is written back to form fields through configured mappings
  • The form can be configured to block progression until the call completes

Hiring Flows and Scheduler

How they connect:
  • A scheduling element within a form page links to a specific event
  • The candidate is presented with a calendar and available time slots
  • Booking data (date, time, status) is stored as part of the application
  • Rescheduling and cancellation are available from within the application context

Hiring Flows and AI Agents

How they connect:
  • An AI Agent element within a form page triggers browser automation when the candidate reaches that step
  • The agent’s input variables are populated from the application data
  • Output variables are mapped back to form fields

Hiring Flows and LMS

How they connect:
  • Compliance rules can include “Assign Courses” as an action, automatically enrolling candidates in training based on their data
  • Automations triggered by hiring flow events can also enroll candidates in courses
  • Course completion status is available as data for further compliance evaluation

Hiring Flows and People/Onboarding

How they connect:
  • The “Create Contract” automation action converts a completed application into a worker contract
  • The contract is assigned an onboarding flow
  • The candidate transitions from the Applicant role to the Worker role
  • Application data carries over to the contract and onboarding context

Automations and AI Caller

  • The “AI Caller” automation action triggers a call enrollment
  • Call results (transcript, captured answers, status) become available for subsequent automation actions

Automations and Scheduler

  • The “Event Action” automation action creates or manages scheduler events
  • Automations can be configured to respond to booking-related events (via On Change triggers)

Automations and LMS

  • The “Assign Courses” automation action enrolls candidates or workers in courses
  • Course enrollment and completion events can trigger downstream automations

Automations and AI Agents

  • The “Run AI Agent” automation action triggers agent execution
  • Agent output data feeds into subsequent automation actions

Automations and External Integrations

Automations connect to external services through:
ActionTarget
Send EmailSendGrid
Send SMSTwilio / Plivo / Exotel
Send Slack MessageSlack
WebhookAny HTTP endpoint
Veriff ActionIdentity verification
E-Verify ActionEmployment eligibility
Google SheetsSpreadsheet operations
Integration ActionCustom app integrations
Fountain ActionsATS synchronization

Automations and Check-in Forms

  • “Send Check-in Form” action sends a form to a worker
  • “Update Check-in Form Status” action changes a submission’s status
  • Automations can be scoped to check-in forms, responding to submission events

Automations and People/Onboarding

  • “Create Contract” action creates a worker contract
  • “Update Worker Stage” action modifies the contract status
  • Automations scoped to People/Onboarding respond to contract events

Shared Infrastructure

Form Builder

The Form Builder is the universal form engine used by:
ModuleWhat It Powers
Hiring FlowsApplication forms with pages, stages, and compliance rules
Onboarding FlowsWorker onboarding forms
Check-in FormsRecurring data collection forms
LMS CoursesLesson content and quiz questions
TemplatesReusable form and question templates
AI CallerVariable definition forms
App IntegrationsInput variable configuration

Compliance Engine

The compliance rule engine is used for decision-making in:
  • Form pages — Navigation, recollection, and assignment rules
  • Automations — Rule evaluation actions and schedule filter rules
  • Custom Variables — Rule-based variable computation
  • Data Connectors — Conditional data mapping

Dynamic Data (Object Graph)

All modules share access to a unified data layer that provides dynamic references to:
  • Candidate and user profile data
  • Application and form submission data
  • Company and legal entity configuration
  • Automation variables and custom variables
  • Course enrollment data
  • Check-in form data
This shared data layer enables dynamic templates, conditional logic, and cross-module data references.

Background Processes

ProcessWhat Triggers It
Automation executionEvent triggers (change, schedule, webhook, etc.)
OCR document processing”Extract Data from Document” action or form submission
AI Caller calls”AI Caller” action or form element
AI Agent execution”Run AI Agent” action, form element, or manual trigger
Email delivery”Send Email” action
SMS delivery”Send SMS” action
Webhook delivery”Webhook” action with retry logic
Billing data exportAdmin-initiated export with polling
Fountain synchronizationAutomation or admin-initiated sync
Audit runsManual or scheduled trigger
Bulk importAdmin-initiated CSV/ZIP processing