When set to True, all documents in your document set will be processed when the Zap runs for the first time. When set to False, only documents added since the Zap was enabled will be processed.

When set to True, the custom docset properties will be included for each processed document.

When set to True, the metadata for the file will be included for each processed document.

The file content to be uploaded. Valid extensions include .pdf, .docx, .doc, .html, and .txt.

If a single docset is selected the document will be assigned to it. If multiple docsets are selected, the document will be processed and then we will try to assign it to the docset that most aligns with the document. It is possible that no assignment is made in this mode.

Key-value pairs that can be associated with a document. Each key must be < 100 characters and each value must be < 250 characters. You can have at most 10 pieces of metadata per document.

The file content to be uploaded. Valid extensions include .pdf, .docx, .doc, .html, .txt, and .zip for bulk uploads.

Bring document content to your business workflows.

Docugami

In order to trigger when emails are opened, this must be paired with a separate Zap using the **Send Outbound Email** action, with the **Enable Read Receipts?** field set to `True`.

To test with a live email, send an email to yourself using your **Send Outbound Email** action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.

**Trial or Free Zapier plan:**

 - Emails sent during [testing](https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps") are sent to the [Zapier account email address](https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address "https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address"). Once published, emails go to the intended recipients (To, CC, BCC).
 - You can send a maximum of 5 emails per account per day.

**Paid Zapier plan:**

 - You can send a maximum of 10 emails per account per hour.

Can be a comma separated list of emails. Limited to 5.

You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.

A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).

This will be your "display name" when sending. *Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.*

Specify a reply address other than your own.

Set this to "yes" if your emails are received without line breaks or spacing.

Want to be notified when this email is opened? Set this to to `True` and set up a Zap using the `New Read Receipt` trigger.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Stay on top of your Docugami project activities and let your team know timely updates via Email by Zapier. This workflow initiates when there's an activity in your Docugami project, and promptly sends out an outbound email to keep all parties informed. Enjoy seamless project coordination and timely communication with this automation, improving efficiency and collaboration within your team.

Docugami + Email by Zapier

Send outbound emails via Email by Zapier when new project activities occur in Docugami

Supported triggers and actions

Project Activity

Upload Documents

New Read Receipt

Upload Document

New Inbound Email

Send Outbound Email

About Docugami

Related categories

About Email by Zapier

Related categories