DASH Technology + Email by Zapier

Create file notes in DASH Technology for new inbound emails from Email by Zapier

Easily save important information from your received emails directly to DASH Technology with this seamless workflow. When you receive a new inbound email in Email by Zapier, this automation will create a file note within DASH Technology, allowing you to keep all your important details in a centralized location for better organization and efficiency. Say goodbye to the hassle of manual data entry and simplify your record-keeping process.

Easily save important information from your received emails directly to DASH Technology with this seamless workflow. When you receive a new inbound email in Email by Zapier, this automation will create a file note within DASH Technology, allowing you to keep all your important details in a centralized location for better organization and efficiency. Say goodbye to the hassle of manual data entry and simplify your record-keeping process.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    DASH TechnologyDASH Technology
    Create File Note

    Create File Note in ROAR

    ActionWrite
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Supported triggers and actions

    • Setup Directions

    Trigger
    Instant
    Try It
    • Title

    • First NameRequired

    • Last NameRequired

    • Date of Birth

    • Email

    • Phone

    • Street

    • Suburb

    • State

    • Postcode

    • Country

    • Categories

    • Referrer

    • About

    Action
    Write
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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 integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Email by Zapier

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!
Learn more

Related categories

  • Email
  • Zapier