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I've asked this before, two years ago before, is there a way that emails can be automatically be pushed to dispatches?
We're using an online service form that clients complete with similar fields used in our dispatches. Currently we're copying/pasting manually from the emails into the dispatches on Canvas.
Is there a way to automate this process easily?
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Hi Catalin,
There's no way to do that directly (eg forwarding the email to a specific address), but depending on what the online form is built in and how they're coming in as emails there might be some work-arounds.
GoCanvas integrates with a service called Zapier (www.zapier.com), which plays really nicely with a ton of different programs and applications, one of which is Google Sheets. If you can get the content from the emails into a Google Sheet (also potentially possible with Zapier), you can then Dispatch them with GoCanvas.
This help topic goes in depth about getting information from GoCanvas into Google Sheets using Zapier: https://help.gocanvas.com/hc/en-us/articles/115006823308. You can essentially reverse engineer this process, and have every time the sheet is updated, it creates a Dispatch.
You'd set up your first trigger to be a new or updated row in Google Sheets. That means that every time a row is created or updated from a specific Sheet, something is going to happen. That something is whatever your action is, in this case, creating a GoCanvas Dispatch. When you set that as your action, you can map the row in the spreadsheet containing the information in the email to specific fields in your App. So if one of the fields you're collecting is, for example, "First Name," you can map that to the "First Name" field in your App. Once you have that all set up, you can test the connection by adding a new row to your spreadsheet.
It's some work up front, but it would mean you didn't have to manually copy/paste everything on a regular basis.
If you want to respond with what you're using to capture the information originally, I can play around with whether that can easily be pushed into Google Sheets to get this rolling.