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

Parse new Dropbox resume files with CandidateZip to create contacts in Wealthbox CRM

Use this integration and save yourself time, effort, and a ton of manual data entry creating contacts in Wealthbox CRM. Once set up, CandidateZip automatically extracts details from a new resume (with a file name containing the word "resume") as soon as it's received in your Dropbox, storing that data in your Wealthbox CRM account for a new contact.

Use this integration and save yourself time, effort, and a ton of manual data entry creating contacts in Wealthbox CRM. Once set up, CandidateZip automatically extracts details from a new resume (with a file name containing the word "resume") as soon as it's received in your Dropbox, storing that data in your Wealthbox CRM account for a new contact.

  1. When this happens...
    DropboxDropbox
    New File in Folder

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

    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
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Supported triggers and actions

    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    • Include sharing link?

    Trigger
    Polling
    Try It
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
    • Space

    • Folder PathRequired

    • Important Information

    Action
    Write
    • Space

    • FolderRequired

    • FileRequired

    • Overwrite

    • Specify File Name

    • Specify File Extension

    • Include sharing link?

    Action
    Write
dropbox logo
dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Developer Tools
  • Zapier
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

  • HR Talent & Recruitment