• In JotForm, create your form containing one or more File Upload fields:

  • In JotForm, click the profile icon in the top right and then Settings. Then uncheck the checkbox "Require log-in to view uploaded files":

  • Test your JotForm form by uploading a file to the published form and submitting it.

  • If you haven't got one already, sign up for a Zapier account and then sign in.

  • On the Zapier dashboard, click "Make a Zap".

  • For the "When this happens ..." step, find the JotForm app.

  • As there is only one trigger for JotForm, "New submission" will be selected automatically. Click "Continue".

  • Add your JotForm account and sign in to JotForm. When connecting to JotForm, make sure you answer the following questions correctly or the you'll see an error "We're having trouble loading form data" when setting up the JotForm trigger in Zapier:

The answers should correspond to your settings in JotForm in Profile->Settings->Data:

  • Once your JotForm account is connected, click "Continue":

  • In "Customize Submission", click "Choose value" and then select the form you want from the list of your JotForm forms. Click "Continue".

  • Test the trigger and then click "Continue".

  • For the "Do this..." step, find the Dash app.

  • In the "Choose an Event", click "Upload File to Asset". Click "Continue".

  • Connect your Dash account and sign in to it. You'll need to enter your Dash account's subdomain, which is the first part of your Dash URL (shown in your browser's address bar when you are using Dash). For example, for the Dash URL https://mycompany.brightdash.com, the subdomain is mycompany

  • Click "Continue".

  • In the "Customize Asset" section, click in the "File" field, click "Show all options" and then click on the "Fields File Upload" field:

  • Choose a form field for the "Original Filename" field - this will be used to generate the filename of the file added to Dash. To keep the filename of the uploaded file (recommended) choose "Fields File Upload" again.

  • In the "Attribute For Setting Asset Metadata" field, choose "Folders".

  • Click "Refresh fields"

  • Another "Attribute For Setting Asset Metadata" field will show. In this dropdown, select the name of the folder in Dash where you want the files to be added. You may want to create a folder in Dash for this purpose.

  • Click "Test and Continue".

  • Click "Turn on Zap".

  • You're good to go! Any files submitted using the form will now be added into Dash automatically.

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