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Clio + Gmail + Filter by Zapier + CandidateZip Resume/Job Parser

Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail

Looking to avoid the hassle of manually creating new contacts in Clio? This integration can help. Use CandidateZip to automatically extract data from a new resume as soon as it's received as an attached file in your Gmail business account, then store that information in your Clio account as a new person contact.

Looking to avoid the hassle of manually creating new contacts in Clio? This integration can help. Use CandidateZip to automatically extract data from a new resume as soon as it's received as an attached file in your Gmail business account, then store that information in your Clio account as a new person contact.

  1. When this happens...
    GmailGmail
    New Attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    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!
    ClioClio
    Create Person Contact

    Creates a person contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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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.

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candidatezip logo
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.

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