Business Operations and ERPs
Filestage
22 min
filestage is a review and approval platform for sharing, collecting feedback, and approving files integrating filestage with make com lets users automate file uploads, trigger notifications, and streamline review processes across creative and marketing workflows this is ai generated content based on official filestage documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //filestage io/ directly requirements to use the filestage app in make, you must have an active filestage account and an api key, https //filestage io/ for subscription, refer to the https //filestage io/ connect filestage and {{product name}} to get started, you must first create a connection between filestage and {{product name}} , allowing the two services to communicate obtain your api key in your filestage account create the connection in make obtain your api key in your filestage account before you create the connection in {{product name}} , you should first obtain your api key in your filestage account to obtain your api key navigate to the team settings click the api tab click the generate api key button copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help filestage io/en/articles/6619493 self serve api key access create the connection in {{product name}} https //www make com/en/register , add the filestage module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your filestage account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page filestage modules after connecting to the filestage app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add new section creates a new section within your document or project add reviewers to reviewer group adds specified users as reviewers to a designated reviewer group create comment (deprecated) adds a general comment to a specific version of an item create folder creates a new folder in your specified storage location create project creates a new project within your selected workspace create review comment adds a new comment to a specific version of a file or document create reviewer group creates a new group of users designated as reviewers download file version downloads the full contents of the specified original file to your device get file fetches a particular file from your connected account or storage location get file reviews fetches a list of all reviews associated with specific files get folder fetches detailed information about a specified folder get project fetches detailed information about a selected project get review fetches the details of a particular review by its unique identifier get reviewer group fetches detailed information about a particular reviewer group get version (deprecated) retrieves detailed information about a specified version of an item import website imports a website and saves it as a downloadable file list files fetches and displays a list of files stored in your connected account list folders fetches and displays a list of all available folders from your connected account list projects fetches and displays a list of all available projects from your account list section files retrieves a complete list of files contained within a specified section list steps retrieves a list of all steps associated with a specified workflow or process make an api call executes a custom api request to the connected service using your authorized credentials move file to reviewer group (deprecated) transfers a selected file to a different reviewer group for further evaluation set review due date assigns a specific due date to a review task start review initiates a review process for a selected file version within a designated reviewer group update review status changes the current status of a specific review to a new status upload file uploads a new file to the specified location watch events triggers when a selected event from the specified list takes place templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} filestage resources you can have access to more resources related to this app on the following links https //filestage io/ https //developers filestage io/docs/api https //www make com/en/integrations/filestage