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

Create contacts in Wealthbox CRM from new CandidateZip-parsed resume files in OneDrive

This integration can save you from endless hours of tedious data entry creating contacts in Wealthbox CRM. Set it up to automatically extract data using CandidateZip from a new resume file (containing the word "resume" in the the file name) received in OneDrive, and then store those details as new contact in Wealthbox CRM account.

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.
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
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or 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

Related categories

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About Wealthbox CRM

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

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

Create contacts in Wealthbox CRM from new CandidateZip-parsed resume files in OneDrive

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

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

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

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

About OneDrive

Related categories

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Dropbox

Google Drive

Box

About Wealthbox CRM

Related categories

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Zapier Forms

About Filter by Zapier

Related categories

About CandidateZip Resume/Job Parser

Related categories