Creating a New Dropbox Forms Instance from a Google Sheet Using Zapier

• Login to the Dropbox Forms portal and click “API Keys” on the left.
• Click the “New Key” button on the right to create a new API key.
• Fill in the appropriate information and save the new key. For this example, this will be a test API key to ensure all requests sent are in test mode and not legally valid.
  
• A notification will appear with your API key - save this information as it will not be shown again.
• Your new API Key will be listed with an ID as well, which is your public API key ID. Save both these keys - you will need them in future steps.
  
• Click the “API Request Info” section on the left and open the appropriate form
• Save the workflow ID listed - you will need this in a future step as well.
• Go back into the “Forms” section and “Edit” this Form. Then click “Code Editor” to reveal the advanced portion of this form. Don’t make any changes to this part!
• Save the Role ID for a future step:
• Set up a Google Sheet with columns for email addresses and names to receive email notifications to complete a Dropbox Forms form.
• Login to Zapier and start a new Zap
• Select Google Sheets as the Trigger App
• Select the specific Google Sheets Trigger. This example uses the “New or Updated Spreadsheet Row” Trigger.
• Connect your Google Sheets account and select the appropriate Spreadsheet.
• Test the Trigger to ensure it’s working as expected.
• Add an Action to the Zap and select “Webhooks by Zapier” from the Built-In Apps section.
• Select the “GET” option.
• Set up your Zapier “GET” Webhook according to the Dropbox Forms API Documentation for the Get Auth Token endpoint. This endpoint retrieves a JSON Web Token (JWT) for authentication on future API requests.
  • Enter the URL  https://api.helloworks.com/v3/token/[API_KEY_ID], replacing the [API_KEY_ID] with your public API key ID from step number 5. 
  • Enter Headers key, value pairs as these:
    • Authorization: Bearer [API_KEY], replacing [API_KEY] with your private API key from step 5.
    • Cache-control: no-cache
• Save and test this webhook in the next step. The response should contain token and expires_at data, then click “Continue.”
• Add another Action to the Zap and select “Webhooks by Zapier” from the Built-In Apps section.
• Select the “POST” option.
• Set up your Zapier “POST” Webhook according to the Dropbox Forms API Documentation for the Create Workflow Instance endpoint. This endpoint creates an instance of a Workflow to send out to a user’s email address.
  • Enter URL: https://api.helloworks.com/v3/workflow_instances
  • Enter Payload Type: form
  • Enter Data Key, value pairs: 
    • participant [ROLE_ID][full_name] (replacing ROLE_NAME with the signer role specified when creating the workflow): Pull in the 'full name' from the Zap's step 1
    • participant [ROLE_ID][value]: Pull in 'email' from Zap's step 1
    • participant [ROLE_ID][email]
    • workflow_id: ID from step 7
    • callback_url: your callback handler’s URL
  • Enter Headers key, value pairs as these: 
    • Content-Type: application/x-www-form-urlencoded
    • Authorization: Bearer [TOKEN], replace [TOKEN] with ‘Data Token’ from the Zap's step 2
• Continue and test this webhook.
• Save this and you can enter in the callback URL after creating that Zap!