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

What you Will Need

Get Webhook URL in Zapier

Set up the Webhook in Shape

Send a Document as a Test File

Set Up Dropbox in Zapier

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

This step will automatically send documents upon user approval of borrower documents.

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