1.Watches for new intake emails
Integrate Microsoft Outlook and inbox workflows to watch the intake folder for new applicant notifications and capture message HTML and attachments to organize intake data.
Create applicant record from intake emails and attachments
Automatically monitor Microsoft Outlook for new applicant notifications across inbox and shared inboxes. Create and upload applicant records from formatted screener Q&A and attachments when matching positions are detected, so you can route intake without manual data entry.
How this automation speeds up applicant intake
When new applicant notifications arrive, delays can stall intake routing and slow review. This automation monitors Outlook, formats and parses screener Q&A, finds the right position, and creates Salesforce applicant records with attachmentsβso your team can route faster.
Microsoft Outlookor swap with your favorite app
2.Normalizes applicant name
Integrate Formatter by Zapier and text transform tools to format the sender display name into a normalized applicant name to prepare record fields.
Formatter by Zapieror swap with your favorite app
3.Finds matching position record
Integrate Zapier Tables and lookup workflows to find the recruiting variables record that matches the email subject to select the right position for intake.
Zapier Tablesor swap with your favorite app
4.Parses screener Q&A from HTML
Integrate Code by Zapier and parsing scripts to extract the screener Q&A block from email HTML to generate a single formatted Q&A summary.
Code by Zapieror swap with your favorite app
5.Creates applicant and uploads files
Integrate Salesforce and CRM record operations to create Applicant records and attach email files to centralize applications for review.
Salesforceor swap with your favorite app
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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