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OneDrive + Redtail CRM + Filter by Zapier + CandidateZip Resume/Job Parser

Add Redtail CRM contacts for new CandidateZip-parsed Gmail resume attachments

Making sure all your tools are updated with new contacts helps you move quicker. Use CandidateZip to automatically retrieve data with this integration, pulling details from a resume received as a new Google Docs document and then storing them in your Redtail CRM account as a new contact.

Making sure all your tools are updated with new contacts helps you move quicker. Use CandidateZip to automatically retrieve data with this integration, pulling details from a resume received as a new Google Docs document and then storing them in your Redtail CRM account as a new contact.

  1. When this happens...
    OneDriveOneDrive
    New File

    Triggers when a new file is added in a 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!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info 1

    • Folder

    • Include file object?

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Include Folders

    • Allow External Drives

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Shared Folder

    • NameRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • File Name

    Action
    Write
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • Name of New FileRequired

    Action
    Write
    • Folder

    • NameRequired

    • Include file object?

    • Search all files, including files shared with you?

    Action
    Search
onedrive logo
onedrive logo

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 moreHelp

Related categories

  • File Management & Storage
  • Microsoft

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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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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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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