Shape’s webhooks for files with the Dropbox cloud storage platform allows originators and their teams to seamlessly connect their Dropbox account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Dropbox storage system. When a user presses the blue “send” icon within the portal tab, you can choose where to send the document via a webhook. You can also set up an automated webhook in Shape system settings that automatically will send the file to a folder of your choosing within Dropbox when a user reviews and approves the uploaded document by clicking the green “√” icon within the “Portal” tab.
Integration Capabilities
- Send Files That Exist In Shape to Dropbox
What you Will Need
- A Shape Software Account with Administrator Access
- Premium Zapier Account
- A Dropbox Account
Get Webhook URL in Zapier
- Login to Zapier to build Zap
- Click Make Zap
- Enter Zap name, Shape Documents > Dropbox
- Search for “Webhooks by Zapier” in Choose App & Event
- Choose Trigger Catch Hook
- Copy the URL generated
Set up the Webhook in Shape
- Log into Shape
- Navigate to Settings > Manage Webhooks
- Add webhook Titled Shape Documents > Dropbox
- Paste in the webhook URL generated from Zapier in Step 1 into the field named API Call URL
- Choose the webhook “Type” as File
Send a Document as a Test File
- Open up a record that has documents uploaded (or create a new test record and upload documents)
- Navigate to the “Portal” tab and press the “…” to find “Send Webhook”
- Choose the Dropbox webhook and press “Send”
Set Up Dropbox in Zapier
- In the Trigger part of your Zap, Test Trigger and make sure that the record you added and changed the status to in Step 3 came through the webhook.
- Enter Dropbox in the Choose App & Action field
- Select Create Upload File in the Choose Action drop-down
- Select your Dropbox app account and/or Login
- Choose the folder you’d like the documents to populate into
- Select the Shape File: (Exists but not shown) in “File”
- Select the Shape Filename in “Specify File Name”
- Click Test
- Turn On your new Shape to Dropbox Zap
Note: Note: All documents that were sent using the “Send” icon in the “Portal” tab — this is also applicable for eSignature documents, and files in the “Uploads” tab — will send to the file selected in the step above. Option to set up an automated trigger to send documents upon document approval below.
(OPTIONAL) Step: Set Up Trigger in Shape
- In Shape, navigate to Settings > Manage Triggers
- Create Triggers Titled Automation: Document Uploads and turn the status On and Save & Continue
- In the triggers area below, Add Trigger, select Portal Status as the trigger type and choose Portal Document Accepted.
- For the Action Type, select Webhooks and select the new webhook you created for Dropbox.
- The Action Schedule, choose Immediately
- Press Save
This step will automatically send documents upon user approval of borrower documents.