How do I automate workflows using Zapier
Connecting your UK Postbox account to Make is a straightforward process. Follow these steps to automate workflows with your envelope and content scans:
Step 1: Log in to Zapier
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Navigate to Zapier and log into your account.
Step 2: Access Zapier Apps
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Go to the "My Apps" section.
Step 3: Add a New Connection
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Press the + Add Connection button.
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Search for UK Postbox in the app search bar.
Step 4: Authorize UK Postbox
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If no account is connected, add a new account.
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A popup window will open for UK Postbox authorization.
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If prompted, log into your UK Postbox account.
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On the consent screen, press Allow to grant Zapier access to your UK Postbox account.
Step 5: Confirmation
Your UK Postbox account is now connected to Zapier!
Using New Content Scans
New Content Scans is a Trigger which activates when a new mail item's content scan is added to your UK Postbox Account
1.Create a Zap
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Press + Create button on your Zapier dashboard.
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Select Zaps.
2.Set up the Trigger
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Search for UK Postbox.
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Choose UK Postbox as the app.
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Under Trigger Event, select New Content Scan.
3.Test the Trigger
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Press Continue and then Test Trigger.
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This will generate a fake content scan for testing purposes.
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Press Continue with selected record
Trigger Output:
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Name which includes the full file name
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File which contains a temporary link to your digital mail item
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id A unique id used by Zapier to prevent duplicate file uploading
Using New Envelope Scans
New Envelope Scans is a Trigger which activates when a new mail item's content scan is added to your UK Postbox Account
1. Create a Zap
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Press + Create button on your Zapier dashboard.
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Select Zaps.
2.Set up the Trigger
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Search for UK Postbox.
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Choose UK Postbox as the app.
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Under Trigger Event, select New Envelope Scan.
3.Test the Trigger
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Press Continue and then Test Trigger.
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This will generate a fake envelope scan for testing purposes.
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Press Continue with selected record
Trigger Output:
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Name which includes the full file name
-
File which contains a temporary link to your digital mail item
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ID A unique id used by Zapier to prevent duplicate file uploading