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When I receive an email from Docusign with the subject “Completed: XXX“ I would like Zapier to forward that email to Dotloop so it creates a loop. How do you do that?

You might be able to configure a Gmail rule to forward applicable emails to Dotloop and not actually need Zapier.


Article: https://support.google.com/mail/answer/6579?hl=en

Dotloop allows you to Create A Loop Via Email (see link)

https://support.dotloop.com/hc/en-us/articles/202789953-Create-A-Loop-Via-Email

I would like to create a zap that will see a specific email that comes in from Docusign. Then send it to Dotloop via email. 

I’m not finding anyway to do this via parser or gmail. 

You might be able to configure a Gmail rule to forward applicable emails to Dotloop and not actually need Zapier.

Check this article: https://support.dotloop.com/hc/en-us/articles/202789953-Create-A-Loop-Via-Email

Thru the Dotloop Zap action there does not appear to be a field for adding files.

Could I find the new mail I receive in gmail > Then forward it so it comes from my main email address to an email address? @Troy Tessalone 

 

@Troy Tessalone Will this process also add the files to the newly created Dotloop?

You can specify a Status of “Completed” as part of the Zap trigger.

Otherwise, try adding a FILTER step to the Zap: https://zapier.com/apps/filter/help

 

@Troy Tessalone Looks like this will not work since I do not need a new Dotloop for every completed Docusign.  I need it for only those that have a specific subject line.

Check the available triggers/actions for the apps...

DocuSign: https://zapier.com/apps/docusign/integrations#triggers-and-actions

Dotloop: https://zapier.com/apps/dotloop/integrations#triggers-and-actions

 

 

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