Project Management & Service DeliveryPurpose
1.2. Facilitate efficient retrieval, organized storage, and secure sharing of finalized project assets within the art services workflow.
1.3. Eliminate manual errors in file management, minimize lost assets, and maintain streamlined client communications.
1.4. Support industry best practices for IP protection, version control, and internal documentation.
Trigger Conditions
2.2. Specific status update in team collaboration tools (e.g., task completion in Asana, Trello, etc.).
2.3. File upload to a designated “Completed” folder in cloud storage.
2.4. Final invoice issued or payment received in accounting software.
2.5. Scheduled time-based triggers (e.g., daily, weekly, or monthly archiving).
Platform Variants
3.1. Google Drive
• Feature/Setting: Google Drive API — Use “Files: update” to move project files to an Archive folder; “Drive Activity” to monitor triggers.
3.2. Dropbox
• Feature/Setting: Dropbox API / “files/move_v2” endpoint to transfer files; Paper event notifications to initiate archive.
3.3. Microsoft OneDrive
• Feature/Setting: Graph API “Move item” action; leverage webhook for folder status changes.
3.4. Box
• Feature/Setting: Box API “Folders Move” and webhook “FILE.UPLOADED”/”FILE.PREVIEWED” as automation triggers.
3.5. Amazon S3
• Feature/Setting: S3 “PutObject” and “CopyObject” for archival; S3 event notifications as triggers.
3.6. Zoho WorkDrive
• Feature/Setting: Zoho WorkDrive API “Move Folder” method; Task completion webhook integration.
3.7. Asana
• Feature/Setting: Asana “Task Completed” webhook; Asana Connector to obtain file links for archiving.
3.8. Trello
• Feature/Setting: Trello API “Card Move” or “List Change” event; file attachments processing via Power-Up.
3.9. Monday.com
• Feature/Setting: Monday API “Change column value” webhook; storage integration for completed item attachments.
3.10. Slack
• Feature/Setting: Slack “File Shared” event; trigger with Slack API and archive files with workflow integration.
3.11. Airtable
• Feature/Setting: Airtable “Record changed” webhook (e.g., Status = Completed); automate attachment extraction.
3.12. Notion
• Feature/Setting: Notion API “Database Update” webhook; archive assets based on project status field.
3.13. Smartsheet
• Feature/Setting: Smartsheet “Row Changed” webhook; Smartsheet API to fetch attachments for backup.
3.14. ClickUp
• Feature/Setting: ClickUp “Task Status Change” webhook; attachment endpoint for file archiving.
3.15. Pipedrive
• Feature/Setting: Pipedrive “Deal stage changed” webhook; fetch and transfer linked documents for completed deals.
3.16. Salesforce
• Feature/Setting: Salesforce “Opportunity Closed” trigger; use Files Connect API for attachment extraction.
3.17. Google Workspace Gmail
• Feature/Setting: Gmail API “Label Added” as archive trigger; save email attachments to Google Drive.
3.18. SharePoint
• Feature/Setting: SharePoint REST API “MoveTo” function; use workflow automation with Power Automate.
3.19. FreshBooks
• Feature/Setting: FreshBooks “Invoice Paid” event; initiate file archival from project-specific folders.
3.20. QuickBooks
• Feature/Setting: QuickBooks Online API “Invoice Paid” webhook; connect to storage API to backup documents.
3.21. HubSpot
• Feature/Setting: HubSpot CRM “Deal Property Changed” webhook; file export via associated files API.
3.22. Basecamp
• Feature/Setting: Basecamp “Completed To-Do” webhook; fetch and archive attached project files.
3.23. WeTransfer
• Feature/Setting: WeTransfer API “Upload Complete” trigger; move delivered files to archival location.
Benefits
4.2. Ensures consistent backup for all projects, aiding compliance and IP protection.
4.3. Centralizes long-term file storage for efficient access and secure sharing.
4.4. Enhances disaster recovery with automated offsite backups.
4.5. Supports audit trails and project lifecycle documentation integrity.