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Create Wealthbox CRM contacts from new files in Box using data parsed by CandidateZip

  1. When this happensStep 1: New File

  2. Then do thisStep 2: Parse Resume Standard

  3. Then do thisStep 3: Create Contact

If you upload resumes in your Box, this workflow can help. It will extract data from resumes received in Box, with the word "resume" in the file name, by parsing them with CandidateZip, then storing the extracted data in Wealthbox CRM as a new contact so you have it all documented.

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