My current workflow when I release files to a client has me uploading them to Dropbox. Those folders are sometimes manually created and sometimes when I receive a booking (which is handled by zapier: google.forms/sheets/emails/ dropbox/ xero)
Once files are uploaded the client is notified by Dropbox, but I also send an email.
My problem: "the clients" are not always paying for the work. But I rely on the clients to provide invoicing details.
I need a system to withhold the files until details have been provided (full name/pH/email)
In the past I built this into a booking system, but this deterred clients from making bookings (really!). So I need a system that will not impede bookings at all. But that when they want the fruits of my labour, they have to jump a small hoop as painlessly as possible.
My first idea was to have them fill out a form, Or drop a contact into dropbox that unlocked the privacy setting on a Dropbox folder, but this is not a zapier action. (Wah!)
I have ADHD. I know from experience that solutions that include things like "make sure you get invoicing deets before uploading" last about 3 jobs. (These jobs can be quite sporadic too, so it's not like I can make the process habitual).
I use Google apps a lot, my clients use Dropbox so I'd prefer to stay with that. Each job has about 400mb of files so transfers via zapier is probably out.
Any brainwaves? :)
I'm surprised how intractable this seemingly simple thing is!
Best answer by williamView original