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
- Send Files That Exist In Shape to Google Drive
Here’s What You’ll Need:
- A Shape Software Account with Administrator Access
- A Google Drive Account
Step 1: Get Webhook URL in Zapier
- Login to Zapier to build Zap
- Click Make Zap
- Enter Zap name, Shape Documents > Google Drive
- Search for “Webhooks by Zapier” in Choose App & Event
- Choose Trigger Catch Hook
- Copy the URL generated
Step 2: Set Up Webhook in Shape
- Log into Shape
- Navigate to Settings > Manage Webhooks
- Add webhook Titled Shape Documents > Google Drive
- Paste in the webhook URL generated from Zapier in Step 1 into the field named API Call URL
- Choose the webhook “Type” as File
Step 3: 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 “…” icon where you will find the “Send Webhook” option
- Choose the Google Drive webhook and press “Send”
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.
(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 Google Drive.
- The Action Schedule, choose Immediately
- Press Save