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.

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 Standard
Convert resume to basic fields plus employment and education data sets.
ActionWrite
then do this!
Create Contact
Creates a new contact in your database.
ActionWrite

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Supported triggers and actions

- Folder
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File or FolderRequired
Action
Write
- Folder
- FileRequired
- File Name
Action
Write
- Copy
- File or FolderRequired
- Destination Folder
- New Name
Action
Write

- Browse to Folder
- File to ReplaceRequired
- FileRequired
- New Name
Action
Write
- File or Folder
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search QueryRequired
Action
Search
- KQL QueryRequired
Action
Search
- File or FolderRequired
Action
Search
- File to Be ParsedRequired
- Filename With ExtensionRequired
Action
Write
- File to Be ParsedRequired
- Filename With ExtensionRequired
Action
Write
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- Folder
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- Folder
- FileRequired
- Export formatRequired
Action
Write
- Folder
- Folder NameRequired
Action
Write
- File or FolderRequired
- Email Address
- Permission ID
Action
Write
- File or Folder
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
Action
Search
- Copy
- Search QueryRequired
Action
Search
- Only continue if...Required
Action
Filter
- File to Be ParsedRequired
- Filename With ExtensionRequired
Action
Write
- File to Be ParsedRequired
- Filename With ExtensionRequired
Action
Write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

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 more

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About Redtail CRM

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

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

HR Talent & Recruitment

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

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

New File

New or Updated File

Delete File or Folder

Upload File

Move or Rename File or Folder

Replace File

Create Sharing Link

API Request (Beta)

Find File

Find Items (Via KQL)

Get Item Permissions

Parse Job Description

Parse Resume Standard

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

New Folder

Copy File or Folder

Export File

Create Folder

Remove Item Permission

Create Sharing Invitation

Create Text File

Find Drive by ID

Find File or Folder by ID

Find Folder

Only continue if...

Parse Resume Basic

Parse Resume Detailed

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About OneDrive

Related categories

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Google Drive

Box

About Redtail CRM

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Zapier Forms

About Filter by Zapier

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About CandidateZip Resume/Job Parser

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