This article shows you how to set up a very commonly requested Zapier flow... adding an email attachment to Dash. We'll use Gmail as an example, but this will work with any other email provider that has a Zapier integration.
What you'll be able to do:
Add a label to an email and have all attachments automatically uploaded to your Dash
Specify what folder to upload the assets to
Specify any other fields you would like to be updated with the asset
Before you get started, make sure you've followed the preparatory steps listed here.
How to create the zap
We'll set up a trigger that will check for any new email in my inbox with an attachment, and that also has been given the label "Add to Dash". This zap will work for emails with multiple attachments.
Prepare your Gmail account
Before you start, go into Gmail and create a new label called "Add to Dash". The easiest way to do this is to select an email, click the Label button and click "create new".
Then choose an email with an attachment and add this label to it.
Create the trigger
Log in to Zapier, go to your main Zaps page and click "Create Zap"
In the Trigger step, choose the Gmail app:
Choose "New attachment" for the Trigger Event
Click "Choose an account" and either select your gmail account (if you've already added one), or click "Connect a new account" and follow the prompts.
Once your gmail account is shown and selected, click Continue
In the "Set up trigger" step, open the "Label/Mailbox" dropdown and select the "Add to Dash" label that you created earlier.
Press Continue and then "Test trigger"
You should see a result that matches the email you add the label to earlier.
Set up the action
Choose the "Dash" app
Choose Action Event "upload File to Asset" and press Continue
Click Sign in to Dash
Enter your Dash subdomain (i.e. if my Dash was https://welovebrighton.dash.app, I would enter brighton)
Follow the remaining prompts to login, and press Continue once your Dash account is shown.
In the "Set up action" screen, set up the fields as follows:
You can optionally choose to fill in other fields in this screen as well if you like.
If you want to upload the asset to a folder, choose Folders as the "Field you want to update", then choose from the list of top-level folders. If you want to upload to a subfolder, just enter the name of the subfolder. If you have multiple subfolders with the same name, you can enter the full path:
If you don't enter the full path and Dash finds multiple folders with the same name, the asset will be added to all of them.
Press Continue, then "Test & review"
You should see a success screen similar to this:
Log in to your Dash and check that the attachment has been successfully added to your Dash account.
If it has, you are all done and can click "Turn on zap"
Note that zaps run every 15 minutes. You can manually run a zap from the Zapier menu on each zap:
Can I upload multiple attachments at the same time?
Yes, so long as you configure your zap following these steps, each attachment of an email will be uploaded to your Dash.
I ran the test in Zapier but only one asset was uploaded to Dash
The test only runs on one attachment per email, but when the zap runs 'for real', it will work on multiple attachments.
I entered a folder path but the asset is not being uploaded to that folder.
Make sure you you forward slashes ("/") when specififying the folder name.