{"id":7226,"date":"2021-08-26T08:00:05","date_gmt":"2021-08-26T08:00:05","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/dropbox-process-street-integration\/"},"modified":"2024-03-07T11:32:43","modified_gmt":"2024-03-07T11:32:43","slug":"dropbox-process-street-integration","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/dropbox-process-street-integration\/","title":{"rendered":"Dropbox + Process Street Integration"},"content":{"rendered":"

\"\"<\/p>\n

You can integrate Process Street<\/a> with other tools used within your company.<\/p>\n

This integration creates automated workflows, increasing your productivity and output.<\/p>\n

In this article, we will look at how you can transfer files from a workflow run into your Dropbox account<\/a>.<\/p>\n

Use case:<\/h3>\n

A manager wants the results from an internal audit to be saved to their Dropbox for backup, reference, and easy future sharing.<\/p>\n

Plan: This integration is available to customers on all plans<\/a>.<\/strong><\/em><\/p>\n

Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n

Process overview:<\/h3>\n
    \n
  • You will run a workflow<\/a> from an internal audit process with an export this report<\/em> task<\/li>\n
  • You will connect this workflow run to Dropbox using Zapier<\/li>\n
  • You will set up a Zap to save the internal audit results as a text file in Dropbox when the task is checked<\/li>\n<\/ul>\n

    Read on to see how you can do this.<\/p>\n

    How to connect Dropbox with Process Street<\/h2>\n

    To connect Dropbox with Process Street we will be using the third-party automation service, Zapier<\/a>. Zapier has over 2,000 different web apps and services that you can connect to.<\/p>\n

    The connection between different web apps and services is completed using a Zap.<\/p>\n

    A Zap is made up of a ‘Trigger’ step and an ‘Action’ step.<\/p>\n

    You only need to set up the Zap one time. You can then turn this Zap ‘On’ or ‘Off’ as required to control the automation.<\/p>\n

    Run your workflow<\/h2>\n

    In this example, you will be working from the Hotel Sustainability Audit<\/a> workflow. This workflow can be found as part of our Hotel Management<\/a> template pack.<\/p>\n

    The Hotel Sustainability Audit workflow assesses a company’s sustainability efforts, for continual sustainable development. Click “Edit checklist” below to add it to your Process Street account.<\/p>\n