Integrations

Sending Files From Shape to Google Drive

Shape Software

February 8, 2022

3 min read

Shape’s webhooks for files with the Google Drive cloud storage platform allows originators and their teams to seamlessly connect their Google Drive account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Google Drive 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 Google Drive when a user reviews and approves the uploaded document by clicking the green “√” icon within the “Portal” tab.

Integration Capabilities

Here’s What You’ll Need:

Step 1: Get Webhook URL in Zapier

Step 2: Set Up Webhook in Shape

Step 3: Send a Document as a Test File

Step 4: Set Up Google Drive 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 Google Drive in the Choose App & Action field
Select Create Upload File in the Choose Action drop-down
Select your Google Drive account and/or Login
Select My Google Drive
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 “File Name”
Select the Shape Extension in “File Extension”
Click Test
Turn On your new Shape to Google Drive Zap

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.