Box + Wealthbox CRM + Filter by Zapier + CandidateZip Resume/Job Parser

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

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.

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.

  1. When this happens...
    BoxBox
    New File

    Triggers when you add a new file to a folder.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    CandidateZip Resume/Job ParserCandidateZip Resume/Job Parser
    Parse Resume Standard

    Convert resume to basic fields plus employment and education data sets.

    ActionWrite
  4. then do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Box triggers, actions, and search

    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Scheduled
    Try It
    • Folder

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • FolderRequired

    • RoleRequired

    Action
    Write
    • FolderRequired

    • FileRequired

    • Name

    • Share this file?

    Action
    Write
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box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Help

Related categories

  • File Management & Storage

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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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filter logo
filter logo

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.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier
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candidatezip logo

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.
Help

Related categories

  • HR Talent & Recruitment