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How to Send Files Uploaded via Magento 2 Forms to Dropbox

Send files uploaded via Magento 2 forms to Dropbox

Sending files uploaded via a form to your Dropbox is a smart way to easily manage those files or keep them safe from server corruption. 

However, you may wonder how to do that. If you’re using Magento 2, then this post is for you. Here, we will walk you through a step-by-step guide on how to automatically save Blue Form Builder form file uploads to Dropbox using Zapier plugin

1. Create File Upload Form

After installing Blue Form Builder on your website, you can use the extension to create any desired forms. In this case, you should build a form containing a file upload field. For a detailed guide, please refer to this tutorial

2. Connect Your Form with Dropbox

After creating a file upload form, what you need to do next is to connect it with Dropbox so that the copy of any uploaded file will be automatically sent to this storage service. To do this, we’ll use Zapier, an online automation tool that allows connecting your apps and other services. Let’s see how!

Step 1: Integrate Zapier with Blue Form Builder

First, make sure that you have a Zapier account already. If not, you can create one at zapier.com. You can choose the free plan or paid tiers based on how many zaps you’ll be using.

To integrate Zapier with Blue Form Builder, it’s required to install the Zapier plugin that gives you the ability to connect Blue Form Builder forms with 2000+ web apps. 

After installing the plugin, you need to create a Zapier API key that will connect Blue Form Builder with your Zapier account. Please follow these steps to create one.

Step 2: Create a zap in Zapier

Log in to your Zapier account, then click MAKE A ZAP button on the upper left corner to create a zap:

Make a zap
Image 1: Make a zap

And you’ll go to the setup page of the new zap. Click Name your zap on the upper left corner to rename your zap:

Name your zap
Image 2: Name your zap

For example, we’ll rename the zap to Send new Blue Form Builder form file uploads to Dropbox:

Rename the zap
Image 3: Rename the zap

– SET UP TRIGGER:

Trigger is an event that starts a Zap. You’ll set up the trigger in the 1. Trigger section.

+ Choose trigger app & event

  • Select trigger app: in the App Event section, you’ll choose your trigger app. The trigger app you need to select here is Blue Form Builder. In the search box, type Blue Form Builder and click Blue Form Builder from the result list.
Select Blue Form Builder as trigger app
Image 4: Select Blue Form Builder as trigger app
  • Select trigger event: Blue Form Builder only has 1 trigger: New Submission Entity.
Select trigger event
Image 5: Select trigger event

Click the Continue button to proceed.

+ Connect Zapier and Blue Form Builder: To connect Zapier and Blue Form Builder on your website, click on the Sign in to Blue Form Builder button:

Sign in to Blue Form Builder
Image 6: Sign in to Blue Form Builder

A new window will appear:

Allow Zapier to access Blue Form Builder account
Image 7: Allow Zapier to access Blue Form Builder account
  • Domain: enter the full URL of the domain in which Blue Form Builder is installed. 
  • Admin username: enter admin username. 
  • Admin password: enter admin password. 
  • API: enter the access token key here. Then click Yes, Continue button to finish the connection. 

You can connect Zapier with multiple Blue Form Builder accounts by clicking on the +Connect a new account. Then choose the account you want to connect with from the drop-down list.

Connect a new Blue Form Builder account
Image 8: Connect a new Blue Form Builder account

Click Continue to proceed. 

+ Select form: Select the form you want to use in this zap, then click Continue.

Select a specific form
Image 9: Select a specific form

+ Test trigger: In this step, you are able to test your connection using sample submission data pulled in. Please make sure that the form you selected has at least one submission to test. After clicking the Test Trigger button, you should see a submission found with all related data:

Test trigger
Image 10: Test trigger

You can choose another submission to test from the drop-down list where latest submissions are listed:

Choose another submission
Image 11: Choose another submission

Click the Continue button to proceed.

SET UP ACTION

An action is an event that a Zap performs after it is triggered. You will set up action in the Action section. 

+ Choose action app & event

  • Select action app: in the App Event section, choose Dropbox.
Select Dropbox as action app
Image 12: Select Dropbox as action app
  • Select action event: choose Upload File
Choose Upload File as action event
Image 13: Choose Upload File as action event

+ Connect Dropbox account: now it’s necessary to connect Zapier with your Dropbox account. Log in to your Dropbox account by clicking on the Sign in to Dropbox button and allow Zapier to access your Dropbox account. 

Sign in to Dropbox
Image 14: Sign in to Dropbox

Please note that you can connect to multiple Dropbox accounts by clicking on +Connect a new account button:

Connect new Dropbox account
Image 15: Connect new Dropbox account

+ Set up action:

In this step, you need to set up the action Upload File:

Set up action
Image 16: Set up action
  • Folder (required): select a folder in your Dropbox account to save the file. 
  • File (required): select the file to save to your chosen Dropbox folder. From the dropdown list, you should choose the field that contains the files uploaded via the form:
Select file to save to Dropbox
Image 17: Select file to save to Dropbox
  • Overwrite: Decide whether this file should be overwritten (if one of the same name exists) or not.
  • Specify File Name: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
  • Specify File Extension: If you specify a file name, you can also specify an extension (include the initial “.”).

+ Test zap: Now you need to test your zap to make sure that it works by clicking the Test & Review or Test & Continue button. Then go to your Dropbox account to check if the file in your test form has been uploaded.

Test your zap
Image 18: Test your zap

If you see the file uploaded to your Dropbox, then your integration is successful. 

You can Retest Action or Turn On Zap right away, then click Done Editing to finish:

Finish your zap
Image 19: Finish your zap

To Sum Up

In this post, we’ve shown you how to send uploaded files via a form to your Dropbox. If you are not clear about any step, please leave a comment below and we’ll reply to you as soon as possible. 

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About Trang Vu

Trang Vu
Min is a content marketer with more than 2-year experience in Magento. She has great patience and high concentration ability to deal with every pressure at work.

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