Upload resumes/ CV to Insightly from Gmail Attachments using resume/ CV parser.
Upload resumes to Insightly from Gmail Attachments 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 Insightly from Gmail Attachments using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
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Step 2: Create Zap
On CandidateZip Integration Page, click on Make Zap to start. You are now at zap editor interface. To start with Zap creation follow the below steps one-by-one: [This is the only One-Time set-up, so be patient]
Choose a Trigger App: Gmail
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Select Gmail as the source by typing in the textbox or simply scroll down.
Tip: This is the app from where files to be parsed will be fetchedSelect Gmail Trigger: New Attachment (Recommended) As you do this, choose a Gmail trigger from the various options. Tip: You can choose only one out of all.
Select Gmail Account: Connect to an account where the files to be parsed are to be received. Note: Only one app account can be connected within a zap
Set up Gmail Attachment: (Optional Step)
Select a label name from the drop-down
Similarly, add a Search String if you require.
Test Gmail: (Optional step) We recommend testing the connected account to avoid errors. On a successful test, click Continue.
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.
- Create New Task/Contact/Note
- Authorize Insightly account
- Map Insightly fields with CandidateZip fields like First name, Phone, Country, email, current employer etc.
- 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 Gmail Attachments. And with in few minutes that attachment data will be inserted into your Insightly.
Disclaimer
Gmail Attachments, Insightly, 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 Insightly from Gmail Attachments using resume/ CV parser.
Upload resumes to Insightly from Gmail Attachments 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 Insightly from Gmail Attachments 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 Gmail Attachments. And with in few minutes that attachment data will be inserted into your Insightly.
Disclaimer
Gmail Attachments, Insightly, 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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