Upload resumes/ CV to Infusionsoft from Caspio Cloud Database using resume/ CV parser.

Upload resumes to Infusionsoft from Caspio Cloud Database using resume parser. This is an automated process and needs one-time setting using Zapier. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Infusionsoft from Caspio Cloud Database using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at http://app.candidatezip.com/
  2. You may have an active plan or you can subscribe to any given plan.
  3. Go to Zapier  for  Candidatezip app. follow this link  Candidatezip App        
  4. Select Invite and sign in or signup to your Zapier account.
 

Step2: Create Caspio Cloud Database Zap at Zapier.com


Select Caspio Cloud Database  app at Zapier (www.zapier.com) And authorize your account with Zapier.

Selectone of these options:

 

UpdatedRecord

Triggerswhen a record in your chosen table is modified.

 

DeletedRecord

Triggerswhen a record in your chosen table is deleted.

 

NewRecord

Triggerswhen a new record is added to your chosen table.

 

Save+ Continue

 

Basedon option selected - set the rules and test it. And Click Finish

 



Step 3: Choosing the Action App: CandidateZip

  • Similar to the trigger app, now you have to choose the action app which is CandidateZip.
  • Select CandidateZip action: Choose from the various options according to your needs:
  • Select CandidateZip Account: Connect your CandidateZip account.
  • Set up CandidateZip Resume: Fill in the following fields:
    • File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
    • Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
      Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox)
  • Send Test Resume to CandidateZip OR Skip Test:
    (We recommend send test resume to CandidateZip to avoid any possible issues later.)
    On a successful test, click Add a Step to add the target app, where you want to store extracted information.

Step 4 : Select Infusionsoft CRM as next step in your zap

  1. Create Or Update a Contact, tag existing contact or send email
  2. Authorize Infusionsoft account
  3. Map Infusionsoft fields with CandidateZip fields like First name, Phone, Country, email, current employer etc.
  4. Finish this zap

Step 5: Final working

Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Caspio Cloud Database.  And with in few minutes that attachment data will be inserted into your Infusionsoft.

Disclaimer

Caspio Cloud Database, Infusionsoft, Zapier, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.

Upload resumes/ CV to Infusionsoft from Caspio Cloud Database using resume/ CV parser.

Upload resumes to Infusionsoft from Caspio Cloud Database using resume parser. This is an automated process and needs one-time setting using Workato. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Infusionsoft from Caspio Cloud Database using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at http://app.candidatezip.com/
  2. You may have an active plan or you can subscribe to any given plan.
  3. Go to Workato  for  Candidatezip app. Follow this link  Candidatezip App  and install workato adapter
  4. Select Invite and sign in or signup to your Workato account.
 
Step 2 : Create New Recipe at Workato.com

Please select an option to view content in this section

Step 3: Choosing the Action App: CandidateZip

  • Similar to the trigger app, now you have to choose the action app which is CandidateZip.
  • Select CandidateZip action: Choose from the various options according to your needs:
  • Select CandidateZip Account: Connect your CandidateZip account.
  • Set up CandidateZip Resume: Fill in the following fields:
    • File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
    • Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
      Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox)
  • Send Test Resume to CandidateZip OR Skip Test:
    (We recommend send test resume to CandidateZip to avoid any possible issues later.)
    On a successful test, click Add a Step to add the target app, where you want to store extracted information.

Step 4 : Select next step in your recipe

Please select an option to view content in this section

Step 5: Final working

Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Caspio Cloud Database.  And with in few minutes that attachment data will be inserted into your Infusionsoft.

Disclaimer

Caspio Cloud Database, Infusionsoft, Workato, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.