DASH Technology + Gmail

Create file notes in DASH Technology from new Gmail emails

When a new email is received in your Gmail inbox, this integration will find the matching ROAR contact(s) with the same email address as the recipient. Then, the email will be saved as a file note in DASH Technology.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create File Note
Create File Note in ROAR
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
- Title
- First NameRequired
- Last NameRequired
- Date of Birth
- Email
- Phone
- Street
- Suburb
- State
- Postcode
- Country
- Categories
- Referrer
- About
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
- EmailRequired
- SubjectRequired
- CommentRequired
- Categories
- Attachment
Action
Write

About DASH Technology

DASH Technology is the Advice Marketplace - Connecting technology to better deliver financial advice

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

DASH Technology + Gmail

Create file notes in DASH Technology from new Gmail emails

Supported triggers and actions

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

Create Contact

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

Create File Note

About DASH Technology

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365