Upload resumes/ CV to Highrise from ZohoMail using resume/ CV parser.
Upload resumes to Highrise from ZohoMail 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 ZohoMail using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
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: Zoho Mail
Select Zoho Mail 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 fetched
Select Zoho Mail Trigger: Choose from the various options:
New Email
New Email Matching Search
New Tagged Email
Select Zoho Mail Account:
Connect to an account where the files to be parsed are to be received. Select the domain where your Zoho Mail resides.
Note: Only one app account can be connected within a zap
Set up Zoho Mail Email: (Optional Step) Select the Account where the file is received and then the Folder if you want to fetch emails from a particular folder.
Test Zoho Mail: Click on Fetch and 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.
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 ZohoMail. And with in few minutes that attachment data will be inserted into your Highrise.
Disclaimer
ZohoMail, 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 ZohoMail using resume/ CV parser.
Upload resumes to Highrise from ZohoMail 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 ZohoMail 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 ZohoMail. And with in few minutes that attachment data will be inserted into your Highrise.
Disclaimer
ZohoMail, 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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