Overview

Perform operations on users, groups, and files or folders, and attach documents to your Freshservice tickets.


Description

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    

  1. Attach Dropbox File to Ticket Note

  2. Copy File or Folder

  3. Create Folder

  4. Delete File Or Folder

  5. Get File Or Folder Metadata

  6. Upload Ticket Attachments to Dropbox


User Management    

  1. Add User To Groups

  2. Add User To Team

  3. Get Group

  4. Get Group Membership of User

  5. Get User by Email

  6. Remove User From Team

  7. Remove User From Groups

  8. Get Available Team Member Roles


Installation Instructions

Create an App

  1. Visit the Dropbox App Console(https://www.dropbox.com/developers/apps/).

  2. Click the Create app button.

  3. Under Choose an API section, select Scoped Access.

  4. Under Choose the type of access you need, select Full Dropbox.

  5. Enter a name for your custom app.

  6. 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.

  7. Click the Create app button. You will be redirected to the console for your app. 

  8. Navigate to the Permissions tab and tick the following scopes and save

    1. Account Info - Permissions that allow your app to view and manage Dropbox account info

      1. account_info.write - View and edit basic information about your Dropbox account such as your profile photo

      2. account_info.read - View basic information about your Dropbox accounts such as your username, email, and country

    2. Files and folders(Permissions that allow your app to view and manage files and folders)

      1. files.metadata.write - View and edit information about your Dropbox files and folders

      2. files.metadata.read - View information about your Dropbox files and folders

      3. files.content.write - Edit content of your Dropbox files and folders

      4. files.content.read - View content of your Dropbox files and folders

    3. Team - Permissions that allow your app to access basic team information

      1. team_info.read - View basic information about your team including names, user count, and team settings

      2. Team_data.member - View structure of your team's and members' folders

    4. Files - Permissions that allow your app to view and manage your team's files and folders

      1. team_data.team_space - View and edit content of your team's files and folders

      2. files.team_metadata.write - View and edit information about your team's files and folders

      3. Files.permanent_delete - Permanently delete members' Dropbox files and folders

    5. Members - Read team memberships and member settings

      1. members.write - View and manage your team membership

      2. members.read - View your team membership

      3. members.delete - Remove and recover your team members' accounts

      4. groups.write - View and manage your team group membership, including removing and recovering member accounts

      5. groups.read - View your team group membership


Note: To work with the SaaS Discovery, following scopes should be added

  • account_info.read

  • team_info.read

  • team_data.member

  • members.read

  • sessions.list

  • events.read

Configure Inline credentials

  1. Visit the Dropbox App Console(https://www.dropbox.com/developers/apps/).

  2. Under OAuth 2, click on a Generate access token, Save this token.

    1. Sample Token
      sl.BERRqYRmHtBApv9lQq8L8ri3ZClIRToD7zQCVt16q06VGVoFpARXG3Ewx1nY_CVef9mflJhiPpvRZH2oNxcZwRt8cCJ6QzEKzZmE1BhXykZfhcoZxfSa-SfiLC3OpUeGRH2uCwNE3omL

Note: By generating an access token, the Dropbox orch app is able to make API calls for your own account without going through the authorization flow.


Using Inline credentials in the dropbox orchestration app

  1. Navigate to the installation screen of the orchestration app

  2. Click on the credential dropdown and select Inline Credentials, paste the token saved during token generation.

  3. Freshservice Domain - The domain of your Freshservice tenant. 

Example: yourcompany.freshservice.com

       4. Freshservice API Key - Login to your Freshservice tenant. Click on your profile icon then                 "Profile Settings" on the right side pane, under "Your API Key" complete the captcha and copy your API key.