An automated workflow using integromat
Connects Cognito Forms + Dropbox
Create a text file in Dropbox from a new Cognito Forms entry
About this workflow template
This automation scenario allows you to connect Cognito Forms and Dropbox
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cognito Forms and Dropbox can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cognito Forms
Watch new entries in Cognito Forms
Triggers when a new entry is submitted to your form
Then this action happens in Dropbox
Create/Overwrite a Text file in Dropbox
Creates a new text file(.doc) or overwrite an existing text file(.doc) with the provided content as plain text.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a text file in Dropbox from a new Cognito Forms entry.
Part I
Configure Applications
First, we need to connect Cognito Forms and Dropbox to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cognito Forms to Make.com.
Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.
Connect Dropbox to Make.com.
Give Make.com access to your Dropbox account, using Dropbox credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cognito Forms
Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).
Then set up an Action for Dropbox
Choose this action: Create/Overwrite a Text file (Creates a new text file(.doc) or overwrite an existing text file(.doc) with the provided content as plain text.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Dropbox.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a text file in Dropbox from a new Cognito Forms entry!
Related Automation Templates
Supported triggers and actions
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triggerbyzapierautomateioNew file in your folder
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
triggerbyiftttNew or modified file or folder
New or modified file or folder
triggerbypipedreamNew folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateiopipedreamWatch files
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
triggerbyintegromatNew file
Triggers when a new file is added to a specific folder.
triggerbypabbly-connectpipedream
Create entry
Creates a new entry.
actionbyzapierintegromatSet form availability
Sets the availability of a form.
actionbyzapierintegromatGet document
Gets an entry document.
actionbyintegromatzapierGet file
Gets a file by id.
actionbyintegromatApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapierCustom actions (beta)
Create a new action using AI.
actionbyzapier
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
