Overview
Learn how to set up an integration that automatically creates Dropbox/OneDrive folders whenever a new deal is added to your Pipedrive account with this step-by-step webMethods.io Integration workflow tutorial.
Prerequisites:
- Pipedrive account
- Dropbox or OneDrive account
Steps
- Login to your webMethods.io Integration tenant or sign up for a free trial if you’re new.
- Create a new project or choose an existing one.
- Go ahead and get started by creating a blank workflow. If you need a refresher on how to get to this point, this guide can be a great introduction.
- Click on the small setting icon on the Start step and choose the Pipedrive trigger.
Select New deal as a trigger and complete the authorization – connect webMethods.io Integration with your Pipedrive account. You will need a Pipedrive API Token which you can find in your Pipedrive personal preferences settings under the API tab.
Click Save. You should see the test trigger window.
To test your trigger, you need to perform the trigger action. Open your Pipedrive instance and add a new deal:
Go back to the webMethods.io Integration workflow and click Test. You should see the output data (the new deal information) from the trigger which webMethods.io Integration will use to configure and test the rest of the workflow. Click Done.
- Now according to the application you will use to store all documents related to the Pipedrive deal, follow one of the examples:
5.1. Search for the Dropbox connector and add it to the canvas with the drag and drop feature. This automatically connects with the Pipedrive trigger.
Click on the small settings icon on the Dropbox connector, select Create folder as action, and complete the authorization – connect webMethods.io Integration with your Dropbox account.
Click Next.
Now you can proceed with the action configuration – choose the folder path where you want to create the new folder, use the Incoming data panel and drag and drop the deal_title string from the trigger output to the Folder name field:
Click Next, Test and then Done.
5.2. Search for the OneDrive connector and add it to the canvas with the drag and drop feature. This automatically connects with the Pipedrive trigger.
Click on the small settings icon on the OneDrive connector, select Create folder as action, and complete the authorization – connect webMethods.io Integration with your OneDrive account.
Click Next.
Now you can proceed with the action configuration – choose the Parent folder path where you want to create the new folder, use the Incoming data panel and drag and drop the deal_title string from the trigger output to the Folder name field:
Click Next, Test and then Done.
- Connect the Dropbox connector to the Stop step
or the OneDrive connector:
Don’t forget to save your workflow.
You can now run the workflow using the play button in the right upper corner and review the result. If you have configured the workflow correctly, you should see the newly created folders in your Dropbox
or your OneDrive account:
Now every time a new deal is added to your Pipedrive account, a new folder will be automatically created in your Dropbox or OneDrive account. Please note that this may take some time.
- At the bottom-left corner of the screen you can find the Execution history of the workflow:
From here you can monitor the execution status and view error details if needed:
