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Follow Up Boss + Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser

Create or update contacts in Follow Up Boss from new documents in Google Docs via CandidateZip

Use CandidateZip to automatically extract data with this integration, pulling details from a resume received as a new Google Docs document (with a file name containing the word "resume"), and then storing them in your Follow Up Boss account as a new contact, or as an update for an existing contact.

Use CandidateZip to automatically extract data with this integration, pulling details from a resume received as a new Google Docs document (with a file name containing the word "resume"), and then storing them in your Follow Up Boss account as a new contact, or as an update for an existing contact.

  1. When this happens...
    Google DocsGoogle Docs
    New Document

    Triggers when a new document is added (inside any 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!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Google Docs triggers, actions, and search

    New Document

    Triggers when a new document is added (inside any folder).

    Trigger
    Scheduled
    Try It
    • Folder

    • Document NameRequired

    • Text to AppendRequired

    Action
    Write
    • FileRequired

    • Specify Document Name

    • Folder

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Folder

    Trigger
    Scheduled
    Try It
    • Template DocumentRequired

    • New Document NameRequired

    • Folder for new Document

    • Sharing Preference

    • Unused Fields Preference

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Folder

    Action
    Write
    • Folder

    • Document NameRequired

    Action
    Search
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-docs logo
google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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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.

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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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