Upload resumes/ CV to Workbook CRM from People HR using resume/ CV parser.

Upload resumes to Workbook CRM from People HR 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 Workbook CRM from People HR using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at https://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.
 

 

Select People HR as Trigger

New Leaver

Triggers when an employee is marked as leaving the company using the Leaver Wizard on the employee overview screen.

 

New Starter

Triggers when a new employee is created within People using the New Starter option on the employee list

Save + Continue 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:
  • 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 Workbook CRM  as your Action step

 

CREATE

 

Create Person

Creates a new person.

 

Create Sales Lead

Creates a new sales lead.

 

Create Organisation

Creates a new organisation.

 

Create Case

Creates a new case.

 

Create Task

Creates a new task.

SEARCH

 

Find A Person

Find a person. Optionally, create one if none are found.

 

Find An Organisation

Find an organisation. Optionally, create one if none are found.

 

Find A Sales Lead

Find a sales lead. Optionally, create one if none are found.

 

Map Workbook fields with CandidateZip fields like First name, Phone, Country, email, current employer, as per your parsing requirement

 

The fields you select will be filled accordingly

 

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 People HR.  And with in few minutes that attachment data will be inserted into your Workbook CRM.

Disclaimer

People HR, Workbook CRM, 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 Workbook CRM from People HR using resume/ CV parser.

Upload resumes to Workbook CRM from People HR 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 Workbook CRM from People HR using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at https://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 People HR.  And with in few minutes that attachment data will be inserted into your Workbook CRM.

Disclaimer

People HR, Workbook CRM, 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.