Upload resumes/ CV to Highrise from FileCloud using resume/ CV parser.
Upload resumes to Highrise from FileCloud 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 Highrise from FileCloud using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
- Select FileCloud at Zapier (www.zapier.com) And authorize your account with Zapier.
- Select one of these options :
New File Upload
Triggers when a new file is uploaded
- Based on 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:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - 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.
Choose Highrise as the Target app where you want to store the parsed information
Choose a Highrise action: From the various options given:
Create/Update a contact
Create note for contact
Create a company
Create deal for contact
Create task for contact
Select Highrise Account: Connect to the respective account of target app by entering the Account (the URL of your Highrise account) and API token by clicking on Account & Settings>My info>Integrations tab.
Set up Highrise Template: Now, you have to fill in various fields by mapping them accordingly, like First Name, Company etc. You can search for it in the bar or choose from the list by clicking on Parse Resume and then on the following options for the respective fields. For instance:
Full Name - Contact First Name + Contact Last Name
Email - Contact email Know more about extracted fields (CandidateZip)
Name your Zap, switch it on and Voila! your process has been automated.
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 FileCloud. And with in few minutes that attachment data will be inserted into your Highrise.
Disclaimer
FileCloud, Highrise, 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 Highrise from FileCloud using resume/ CV parser.
Upload resumes to Highrise from FileCloud 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 Highrise from FileCloud using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
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:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - 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 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 FileCloud. And with in few minutes that attachment data will be inserted into your Highrise.
Disclaimer
FileCloud, Highrise, 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.
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