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  • CandidateZip Resume/Job Parser logoCandidateZip Resume/Job Parser logo

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

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

Dropbox + Wealthbox CRM integrations

Parse new Dropbox resume files with CandidateZip to create contacts in Wealthbox CRM

Use this integration and save yourself time, effort, and a ton of manual data entry creating contacts in Wealthbox CRM. Once set up, CandidateZip automatically extracts details from a new resume (with a file name containing the word "resume") as soon as it's received in your Dropbox, storing that data in your Wealthbox CRM account for a new contact.

  1. When this happens...
    New File in Folder
    New File in Folder
    New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Parse Resume Standard
    Parse Resume Standard
    Parse Resume StandardConvert resume to basic fields plus employment and education data sets.
  4. then do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with these apps

Discover other triggers and actions you can use with Dropbox, Filter by Zapier, and more

    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Shared Folder
      Required
    • Member Email Addresses
      Required
    • Access Level
      Required
    • Notify Members?
      Required
    Action
    Write
    • Space
    • Title
      Required
    • Destination Folder
      Required
    • Description
    • Deadline
    • Open for Uploads
    Action
    Write
    • Space
    • Folder
      Required
    • File
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • File
      Required
    • New Location
      Required
    Action
    Write
    • Space
    • File Path
      Required
    • Important Information
    Action
    Write
dropbox logo
About Dropbox
Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
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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.
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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
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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Related Zap Templates