Dropbox is a cloud-based storage service that enables users to store and access files online. The service syncs stored documents, photos and more...
And it can also be where you save certain parallels PDFs and files.
With this guide, we want to help you automize the storage of your parallels in Dropbox.
⚠️ Note that all your parallels are also stored in Parallel. We have a feature that allows you to keep all this information and documentation up to date with compliance policies. We save and delete the files in accordance with applicable regulations. Contact our sales team to learn how this feature can make you stay compliant and save you from manual work. |
Here's how you can use Zapier to automatically storage your parallels in Dropbox:
A. Selecting Parallel event trigger
1.Create a new Zap.
2. In the trigger step, select Parallel from within the apps.
3. Choose Petition Event as the triggering event.
4. Continue and select your account (you can associate a Parallel account using an API token if you don't have any associations yet). The integration has to be set up with the account of a person that will have access to all the petitions that take place in Parallel.
5. Choose the event that will trigger your Zap. Usually, for this type of integration, you will choose one of this events: PETITION_COMPLETED, PETITION_CLOSED, SIGNATURE_COMPLETED. You can find all Parallel’s events here.
6. Select the process templates you will want to save in Dropbox.
B. Add Parallel action
Once you have selected the trigger for your automation, you must add an action within Parallel to get the answers/documents from your parallel.
1.Select Parallel from within the apps.
2. Choose Export Parallel as the action.
3. Continue and select your account.
4. In the action, select the ID of your parallel. From the export format options you can choose:
PDF file with the replies. This format exports your parallel in PDF, i.e. the document you would get if you went to your parallel and selected the Export parallel button.
ZIP including uploaded files and text replies in Excel format. This format exports a ZIP folder containing: (i) an excel document with all the questions and text answers of your parallel, (ii) the documents uploaded in the document and file fields of your parallel, (iii) the PDF resulting from your parallel and (iv) the signed document (if your parallel includes a signature process) with its audit trail.
C. Add a delay
Add a time lag to give Parallel a few minutes to process the information and documents once the trigger event has been fulfilled.
This is a Zapier action:
Choose the "Delay for" event
In “Time Delayed For (value)” and “Time Delayed For (unit)" we recommend adding a minimum of 5 minutes. Normally from Parallel we add 10 minutes in case there is a lot of information. Better safe than sorry!
D. Add Dropbox action
1. Add an action and select Dropbox.
2. Select the Upload file event. If you want, you can also add an intermediate action in the Zap to create the folder in which you want to upload Parallel’s information (Create folder).
3. Continue and select your account (follow these steps if you don't have a Dropbox account associated with Zapier).
4. Complete how you want your parallel to be saved in Dropbox.
5. Test the Zap and confirm that the files are uploaded.
🎉 Now you can save your Zap and turn it on to start uploading automatically your parallels to Dropbox.