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

Pull resume data from OneDrive using CandidateZip and update contacts without triggering action plans in Follow Up Boss

With this integration, you'll use CandidateZip to automatically extract data from a new file in your OneDrive account (with the file name containing the word "resume"), then store that data in your Follow Up Boss account as a new or updated contact without triggering action plans.

When this happens...
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Parse Resume StandardConvert resume to basic fields plus employment and education data sets.
ActionWrite
then do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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

- Folder
Trigger
Polling
Try It
- Copy
- Folder
Trigger
Polling
Try It
- Copy
- File or Folder
  Required
Action
Write
- SharedNote
- Folder
- File
  Required
- File Name
Action
Write
- Copy
- File or Folder
- Destination Folder
- New Name
Action
Write

- Copy
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- File or Folder
- Link Type
  Required
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search Query
  Required
Action
Search
- KQL Query
  Required
Action
Search
- File or Folder
  Required
Action
Search
- File to Be Parsed
  Required
- Filename With Extension
  Required
Action
Write
- File to Be Parsed
  Required
- Filename With Extension
  Required
Action
Write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Folder
Trigger
Polling
Try It
- Copy
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- SharedNote
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Copy
- Folder
- Folder Name
  Required
Action
Write
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- File or Folder
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- SharedNote
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
- Copy
- Search Query
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- File to Be Parsed
  Required
- Filename With Extension
  Required
Action
Write
- File to Be Parsed
  Required
- Filename With Extension
  Required
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

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.

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Related categories

CRM (Customer Relationship Management)

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About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn moreLearn moreHelpHelp

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File Management & Storage

Microsoft

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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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Developer Tools

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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.

HelpHelp

Related categories

HR Talent & Recruitment

Related Zap Templates

Create new OneDrive folders for each new contact in Follow Up Boss

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Create new OneDrive folders for each new contact in Follow Up Boss