Perform operations on users, groups, and files or folders, and attach documents to your Freshservice tickets.
Orchestration apps let you automate repeatable tasks and actions that span across a diverse set of systems and applications using workflows. The list of actions supported for this app includes:
File and Folder Management
Attach Dropbox File to Ticket Note
Copy File or Folder
Delete File Or Folder
Get File Or Folder Metadata
Upload Ticket Attachments to Dropbox
Add User To Groups
Add User To Team
Get Group Membership of User
Get User by Email
Remove User From Team
Remove User From Groups
Get Available Team Member Roles
Create an App
Navigate to the Dropbox App Console(https://www.dropbox.com/developers/apps/).
Click on the Create app button.
Under Choose API section, select Scoped Access.
Under Choose the type of access you need, select Full Dropbox.
Enter a name for your Custom App for eg : ‘Freshservice Orch’
If you have a personal and a business account which are linked, you will be asked to select which account you want to own the app. Once you make a selection, you will be asked to sign in to that account.
Click the Create app button. You will be redirected to the console for your app.
Take a note of the App key and App secret on this page. You will need to enter these into the credentials store.
Navigate to the Permissions tab and tick the following scopes and save
Account Info - Permissions that allow your app to view and manage Dropbox account info
account_info.write - View and edit basic information about your Dropbox account such as your profile photo
account_info.read - View basic information about your Dropbox accounts such as your username, email, and country
Files and folders(Permissions that allow your app to view and manage files and folders)
files.metadata.write - View and edit information about your Dropbox files and folders
files.metadata.read - View information about your Dropbox files and folders
files.content.write - Edit content of your Dropbox files and folders
files.content.read - View content of your Dropbox files and folders
Team - Permissions that allow your app to access basic team information
team_info.read - View basic information about your team including names, user count, and team settings
Team_data.member - View structure of your team's and members' folders
Files - Permissions that allow your app to view and manage your team's files and folders
team_data.team_space - View and edit content of your team's files and folders
files.team_metadata.write - View and edit information about your team's files and folders
Files.permanent_delete - Permanently delete members' Dropbox files and folders
Members - Read team memberships and member settings
members.write - View and manage your team membership
members.read - View your team membership
members.delete - Remove and recover your team members' accounts
groups.write - View and manage your team group membership, including removing and recovering member accounts
groups.read - View your team group membership
Note: To work with the SaaS Discovery, the following scopes should be added
Note: Long-lived access tokens used in the DropBox API has been deprecated. Existing long live tokens will continue to work, while new token cannot be generated.
Add the Redirect URI under the OAuth2 Redirect URIs section. This step is required while configuring the credential store.
Note: For more information on the credential store, check out https://support.freshservice.com/en/support/solutions/articles/50000003816-centralized-credential-store
Add OAuth 2.0 credentials to the Freshservice Credential Store
Navigate to Freshservice portal Admin → Helpdesk Productivity → Credential Store.
Click on New Credential
Select App Name as Dropbox - Orch
Enter Client ID and Client Secret(Create an App, step 7 - App Key and App secret)
Click on Generate Token and Save, and a new tab opens asking for consent. Grant the consent.
Using Credentials in Dropbox Orchestration app
After successfully configuring OAuth 2.0 credentials, navigate to the installation screen of the orchestration app
Click on the credential dropdown and select newly created credentials or search with the name
Freshservice Domain - The domain of your Freshservice tenant.
Freshservice API Key - Login to your Freshservice tenant. Click on your Profile icon ->Profile Settings on the right side pane, under "Your API Key" complete the captcha and copy your API key.