Integrate Filestage with Zapier

What is Zapier?

Zapier is a no-code automation tool that allows you to connect Filestage with over 7,000 apps, including popular tools like Trello, Slack, Asana, and ClickUp. By automating the connection between these apps, you can streamline your workflows and reduce time spent on manual tasks.

Zaps are the automated workflows in Zapier. Each Zap consists of a trigger and one or more actions. The trigger is the event that starts the automation. Actions are tasks performed when a trigger runs.

Available Triggers and Actions:

Currently, the following triggers are available:

1. When a File Review Status is Changed (deprecated*)
2. When a new File is Added to a Project (polling**)
3. When a File Due Date is Changed
4. When a new Comment is Created
5. When a new File Version is Uploaded
6. When a Review Decision is Submitted
7. When a File Review Status is Changed
8. When a Review is Started in a new Reviewer Group
9. When a new Project is Created
10. When a Project is Deleted
11. When a Project is Archived
12. When a Reviewer is Invited to a Reviewer Group
13. When a Comment Reply is Created
14. When a File is Deleted
15. When a File Version is Deleted
16. When a Review Due Date has Arrived
17. When a new Folder is Created

* The new trigger version with the same name should be used instead of this one.
** All the triggers except for this one are instant triggers.

The following actions are currently available:

1. Upload a File
2. Create Folder
3. Create Project
4. Create a Reviewer group
5. Upload a File (with a File Object)
6. Get Project by ID
7. Get File by ID
8. Get Folder by ID
9. Get File Reviews
10. Get Review by ID
11. Get Reviewer groups by Project
12. Get Projects
13. Get Folders
14. Archive/Unarchive Project by ID
15. Download File version
16. Add reviewers to Reviewer group
17. Create Review comment
18. Get Comments by Review

Connect Filestage to another app

1 - Accessing Zapier in Filestage

• Click the Apps button in the top-left corner.
  

2 - Choose Zapier from the Apps page

• From the Apps page menu, select Zapier to be forwarded to the Zapier connection page. Here, you can choose from over 7,000 apps to integrate with Filestage.

3 - Connect Filestage and Zapier and create your first Zap

To establish a new connection, you now have two options:

• Create new Zaps from scratch:
  A click on '"Open workflows" will open a section where you can see already existing workflows and create new ones.

• Create new workflows using templates: Type the name of the app you would like to connect to into the search bar and different templates will be available for you to choose from.

4 - Connecting your apps

You'll be prompted to sign in to your account if you haven't connected it before. Once you've connected your app, select the account you want to use with your Zap.

5 - Customize and test your trigger

Customize your trigger event as needed. Once set up, click "Test trigger" to ensure it works. Zapier will pull existing data from your trigger app to use as a sample.

6 - Customize and test your actions

Customize and test your actions as needed. Zapier breaks down the data from your trigger event into individual pieces that can be used in your action fields. To transfer information from App A to App B, you need to "map" the fields by specifying which data from the trigger app should go to which field in the action app.

7 - Test your zap

Once you've set up your action, click "Test & Review." Zapier will perform the action using the field mappings you've configured to ensure everything works correctly.

Please note: Additional steps may be required to fully set up and activate the Zap. For best results, if needed, refer to the Zapier guides provided in their platform.

💡 What's next? Once you integrate Filestage with another tool, see how you can integrate Filestage with Slack.

If you have any questions or comments, please contact us via our chat or email at support@filestage.io.