Box + Redtail CRM + Filter by Zapier + CandidateZip Resume/Job Parser
Create Redtail CRM contacts from new OneDrive files via CandidateZip
This Zap automatically extracts data from new resume files added in Box and stores the extracted data in your Redtail CRM account as a new contact using CandidateZip. The Filename must have the word "resume".
This Zap automatically extracts data from new resume files added in Box and stores the extracted data in your Redtail CRM account as a new contact using CandidateZip. The Filename must have the word "resume".
- When this happens...New File
Triggered when you add a new file to a folder.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Parse Resume Standard
Convert resume to basic fields plus employment and education data sets.
- then do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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File Management & Storage, Google
OneDrive
File Management & Storage, MicrosoftAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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About CandidateZip Resume/Job Parser
CandidateZip is cloud based resume/CV or Job Parser which converts resumes/CV and jobs to standard fields. This extract contact/location, experience, education, salary, skills, and others fields from resumes/CV.