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Integrating With Dropbox

Connect Ziflow and Dropbox to automate the syncing of review progress with Dropbox. Pro & Enterprise edition only.

Updated over a week ago

Summary: With our Dropbox Integration SDK, you are able to extend your Ziflow online proofing operations to include real-time synchronization between Ziflow & Dropbox for new proofs, comments, decisions, and more to keep your team up to date in the tools they're already working in.

Available on: Pro & Enterprise editions.

Follow instructions on how to:

Please note that before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application first. The process of connecting Ziflow to external applications can be found below.


How to connect with Dropbox Personal & Dropbox Business

To integrate Dropbox with Ziflow, open the Connect tab in the Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu, click the Connect Application button and select Dropbox Personal or Dropbox Business from the list.

Connecting Ziflow with Dropbox Personal or Business

Once you authenticate in Dropbox and authorize Ziflow to connect with the Dropbox account, you can start setting up automated actions between Ziflow and Dropbox.

Dropbox connection appears on your connections list

Setting up Dropbox automated flows

Once Ziflow and Dropbox are connected, you can begin setting up automated flows to send information to Dropbox. Start by going to the Connect tab and by clicking on the Create Flow button in the upper right corner of the screen.

Create flow button in Ziflow

Select Ziflow as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

Select Ziflow as the Application and choose which Event you want to trigger the integration

You will be presented with the event details page, which will vary depending on which event you selected. There are nine different types of events:

New proof/version

New proof/version event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.

  3. Created by - select the user that will be responsible for this flow activation.


Proof updated

Proof updated event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot.

  2. Modified in - select the Ziflow folder that will be monitored by this flow.


Decision made

Decision made event settings in Ziflow
  1. Triggered by decision made - select what level decision needs to be made to activate the flow.

  2. Type of decision - choose the type of decision that needs to be made to activate the flow.

  3. Created in - select the Ziflow folder that will be monitored by this flow.


New comment/reply

New comment/reply event settings in Ziflow
  1. Triggered by new comment / new reply - choose which option should activate the flow.

  2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.

  3. Created in - select the Ziflow folder that is going to be monitored by this flow.


Comment resolved

Comment resolved event settings in Ziflow
  1. Created in - select the Ziflow folder that will be monitored by this flow.


Comment labeled

Comment labeled event settings in Ziflow
  1. Comment is labelled as - select which label(s) should trigger a Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.


Stage updated

Stage updated event configuration
  1. Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.

  2. Modified in - choose the Ziflow folder that this flow will monitor.


Comment reaction

Comment reaction event settings
  1. Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.
    ​

  2. Comment reacted with - select what type of reaction should trigger a flow.
    ​

  3. Created in - select the Ziflow folder that is going to be monitored by this flow.


Stage started

Stage started event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot.

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Setting up Dropbox Zibot action

After saving the event flow triggers, choose a Dropbox Zibot action that will pass the information set in the previous step directly to Dropbox:

Setting up Dropbox Zibot action in Ziflow

Use following Zibots

  1. Search for Dropbox folder - with this, Zibot users can search through Dropbox for relevant folders:

    Search for Dropbox folder Zibot configuration

  2. Create a Dropbox folder - adds a new Dropbox folder.

    Create a Dropbox folder Zibot configuration

  3. Upload file to Dropbox - allows uploading Ziflow asset files to selected Dropbox folder. Proofs must have the Allow download of the original file setting enabled on the proof level to let Ziflow send asset files to Dropbox.

    Upload file to Dropbox Zibot configuration

And you're done! Ziflow will now send or update data in your designated Dropbox

account.


Dropbox flow examples

Create a Dropbox subfolder when a new proof is uploaded to Ziflow.

1. Create a new flow and select the needed event trigger. In this case, it will be a New Proof/Version event. This event will trigger once the new proof is created.

Create a new flow with a new proof/version as an event trigger

2. Choose the Create a Dropbox folder Zibot from the Zibot list:

Choose the Create a Dropbox folder Zibot from the Zibot list:

3. Fill out all necessary data in the Zibot configuration. In my example, I want to create a subfolder in the Ziflow proof images folder within my Dropbox account. The subfolder name should inherit its name from a proof name.

Fill out all necessary data in the Zibot configuration

Upload asset file once it is approved in Ziflow

1. Create a new flow, and select the Decision made (approved on a proof level) as an event trigger.

Create a new flow, and select the Decision made (approved on a proof level) as an event trigger.

2. Select the Search for Dropbox folder Zibot and enter the proof name tag in a Folder name field.

Select the Search for Dropbox folder Zibot and enter the proof name tag in a Folder name field

3. Add the next Zibot (Upload file to Dropbox) which will upload the approved asset file to the selected Dropbox destination.

Add the next Zibot (Upload file to Dropbox) which will upload the approved asset file to the selected Dropbox destination.

4. Create an asset with you as a reviewer in it and test if the file will be passed to Dropbox once the approved decision is selected.

Create a proof and check if the file will be passed to Dropbox once the approved decision is selected

Supporting Material:

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