Skip to content
  • Google Docs logoGoogle Docs logo
  • CandidateZip Resume/Job Parser logoCandidateZip Resume/Job Parser logo

Google Docs + Wealthbox CRM + Filter by Zapier + CandidateZip Resume/Job Parser

Parse new resumes in Google Docs and create contacts in Wealthbox CRM

Tired of manually creating contacts in your system for new job applicants? Use this integration, which automatically triggers CandidateZip to import data from a new resume when it's added to your Google Docs, then stores the data in your Wealthbox CRM as a new contact. You won't have to manually create records for job applicants again.

Tired of manually creating contacts in your system for new job applicants? Use this integration, which automatically triggers CandidateZip to import data from a new resume when it's added to your Google Docs, then stores the data in your Wealthbox CRM as a new contact. You won't have to manually create records for job applicants again.

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

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

    TriggerPolling
  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
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Google Docs triggers, actions, and search

    New Document

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

    Trigger
    Polling
    Try It
    • Drive

    • Folder

    • Document NameRequired

    • Text to AppendRequired

    • Append Text on New Line?

    Action
    Write
    • FileRequired

    • Specify Document Name

    • Drive

    • Folder

    Action
    Write
    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Additional Request Headers

    • Body

    Action
    Write
    • Drive

    • Folder

    Trigger
    Polling
    Try It
    • Drive containing the template document

    • Folder containing the template document

    • Template DocumentRequired

    • New Document NameRequired

    • Drive

    • Folder for new Document

    • Sharing Preference

    • Unused Fields Preference

    • Export Formats

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Drive

    • Folder

    • Export Formats

    Action
    Write
    • Drive

    • Folder

    • Document NameRequired

    Action
    Search
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!

Related categories

wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

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.

Related categories