Dash's Zapier integration saves you time by allowing you to automate your workflows between Dash and other products that you use. In this section, we'll show you how to create your first zap, and give you some examples to inspire you.

Each automation you create is called a "Zap", and consists of a Trigger ("if x happens then...") and an Action ("...do y").

For example, you might want to be sent an email every time an asset is added to a particular folder. With Dash and Zapier, you can do that.

What Triggers and Actions does Dash support?

Triggers ("do something if the following happens in Dash")

  • Asset uploaded to Dash

  • Asset upload to Dash and added to a specific folder

  • Asset uploaded to Dash and is given any other metadata attribute (e.g. placed into a folder or given a specific tag)

Actions ("do the following in Dash")

  • Update existing asset metadata

  • Upload an asset

Are there any limitations?

Zapier will only return the latest 500 assets (by uploaded date) for a given trigger. E.g. if you set up a zap to trigger on assets tagged with "sync", and you had 1,000 assets tagged, only the 500 most-recently uploaded of those assets will be processed by the zap. This makes Zapier less suitable for large one-off jobs, and more suitable for ongoing jobs.

What do I need?

Information you'll need before you get started

  • Your Dash login details

  • The login details to whatever product you are looking to connect to

  • Your Dash subdomain (this is the first part of your Dash URL before ".brightdash.app", e.g. https://subdomain.brightdash.app)

  • Your Zapier login details

What sort of zaps can I make?

Here are some example zaps we think might be useful. There are hundreds more possibilities of course, so have fun experimenting and finding automations that make your life easier!

  • Dash ➡ WordPress - Add an image to your WordPress Media Library when it is added to a certain folder (available on WordPress.com Business Plans and WordPress.org instances)

  • Dash ➡ Drupal - Add a resized JPG version of an image to your Drupal account when it is uploaded to Dash and marked as "Add to Drupal" in a "Integrations" drop-down list attribute

  • Dash ➡ Slack - Send a message to a Slack channel when an asset is added to a specific folder in Dash

  • Dash ➡ Hootsuite - Schedule a message in Hootsuite when an asset is added to the Hootsuite folder in Dash

  • Dash ➡ Gmail - Send an email when an asset is added to a specified folder

  • Slack ➡ Dash - If an image is posted to a particular Slack channel, add the image to a specific folder in Dash

  • Dropbox ➡ Dash - When an image is added to a specific folder in Dropbox, upload the image to a folder in Dash

  • Google Drive ➡ Dash - When an image is added to a specific folder in Google Drive, upload the image to a folder in Dash

  • Gmail ➡ Dash - When an email in Gmail is tagged with a specific tag and has an image attached, upload the image to Dash

Have a great idea for a Dash zap? Having trouble setting up your own? Get in touch! We'd be happy to hear from you and help you.

How do I create my first zap?

In this example, we'll create a zap that sends an email when an asset is added to a specific folder (useful if you have external users with contributor rights to their own folder and you want to know when they upload assets).

If you don't already have one, create a free Zapier account. Once done, login to your account.

Click "Make a zap" from the Zapier dashboard:

Rename your zap to something that makes it easy to refer to in the future:

Set up the trigger

Now go to step 1 "When this happens", and search for "Dash" in the "Choose App & Event" section, and select the Dash icon that appears:

Choose the trigger, in this case "New asset", and press Continue

Next you'll need to sign in to Dash, so click Sign in to Dash (you'll only need to do this once).

In the next window, enter your subdomain and press Yes, Continue:

You'll then be presented with your usual login screen, so log in as normal either with your username and password or by using Google single sign-on.

Once you've logged in, you'll be taken back to the Zap creation steps and it should look something like this (notice your Dash account is now filled in, including your email address):

If all looks good, press Continue

In the next screen, you can choose to only trigger the zap if the asset meets a specific attribute criteria (e.g. if its a certain value in a drop-down list, or is in a certain folder. If you want to filter in this way, choose your criteria using the "Attribute For Asset Criteria" field.

When ready, press Continue

Before you proceed any further, upload an asset into your Dash and add it to the folder in question. This will be used for the next step of testing the zap.

Once you've added an asset, press Test trigger

If everything is set up correctly, Zapier should find the recently uploaded asset and show a screen like this:

Press Continue

Set up the Action

Now you are ready to set up the action event. Following our example of sending an email (we'll use Gmail), type Gmail and select the Gmail icon. You can of course enter any other product name at this point.

Set the Action to be Send Email

As before, you'll be asked to connect your account, so follow the instructions to do so and press Continue once you can see your account listed in the "Choose Account" screen.

Next we see the customisation options. These are specific to each service, and so as we chose Gmail we are seeing options to customise the email that will be sent when an asset is added to the specified Dash folder.

Here's an example, using the trigger step variables to create useful information int he email:

You can also attach the asset itself in this screen by adding the "Image File" variable to the "Attachments" section:

When you're ready, press Continue, and you'll be presented with the next test step.

Press Test & review, and a test email will be sent to the address you specified. Here's what the example above looks like when received:

If you're happy with the results, press Done editing, and then Turn it on to turn on your zap!

Useful zap variables

When you create an action based off a Dash app trigger, you may want to access information about the asset in the action. Here are some useful variables you may want to use:

The asset filename = "Filename at Upload"

The URL to view the asset in Dash = "Asset URL"

The actual asset itself = "Image File"

Any feedback?

While the integration is in beta, we are really keen to hear how you get on! So please don't hesitate to get in touch if you have any ideas for how we could improve our Zapier integration, or if you have any problems or aren't quite sure how to achieve what you want. We'd love to help!

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