Integrations

Fluix integrates with the following cloud storage providers:

• Google Drive
• Office 365 (OneDrive and Team Site)
• SharePoint List
• Dropbox
• Box
• WebDAV
• Azure

Here are the guidelines to connect your company storage to Fluix.

Upon connecting your company storage to Fluix you will be able to use it as a document source or document destination in the workflows.

We encourage you to consider and evaluate Fluix Built-in Cloud Storage as your primary document repository. Please note, that it can be connected as a network drive to your Windows or Mac workstations, and easily manipulated just like any other folder.

Feel free to contact us at support@fluix.io if you have any questions or comments.

Cloud storage providers

To connect your company storage to Fluix workflows, please proceed to the Integrations tab under the Workflow Setup section, click on Connect Storage button, and select the storage you want Fluix to grant access to. You will see a sidebar with all the available storages to connect:

Upon choosing storage, you will be redirected to the storage authorization page to confirm granting access to Fluix.

Once done, navigate to the Workflows tab under the Workflow Setup section to create a workflow for the documents on your storage.

Storage Behind Firewall

There’s also a possibility to connect Fluix directly to the internal storage (e.g. the storage behind the corporate Firewall).

This will prompt your users to enter their credentials upon accessing documents on an iPad or an iPhone thus eliminating the need to create individual workflows for each user.

Setup

1. Go to Workflow Setup in Admin Portal and then select Integrations.
2. Click on Connect Storages and scroll down to Internal Storages where you can select either WebDav connection.
3. After the storage has been connected, you can proceed with the workflow setup. Go to Workflows -> New Workflow, in the dropdown window select Internal Workflow and proceed with building a workflow.

Note that this type of workflow does not support any submit rules. Annotated files can be either saved as a local copy on the device or synced back to the storage (See the options in the screenshot down below).

Feel free to contact us at support@fluix.io if you have any questions or comments.

In case you do not yet have company storage, consider Fluix built-in file storage.

Once the storage is connected to Fluix in the Integrations tab, it may have different statuses:

• Not in use status means that the storage is not used in any workflow yet. To proceed, you need to create a workflow and add storage as a source or destination for your documents.
• Reauthorization required status appears when the storage got disconnected from Fluix. To reauthorize, please select the storage and click on Reauthorize.
• Error status shows that there are some problems with the connection between your storage and Fluix. To troubleshoot, please contact us at support@fluix.io.

In case you’d like to be notified when the storage is getting disconnected from Fluix, you can enable the respective email notifications in the Email Notifications Settings (Owner and Admins tabs) under the Settings section:

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

Fluix supports connecting to password-protected WebDAV resources over plain HTTP (unsecure and not recommended) and HTTPS ( TLS 1.2). Basic, Digest and NTLM authentication methods are supported.  

When using TLS 1.2 encryption, we recommend using Basic authentication — TLS 1.2 guarantees secure transmission of credentials without overhead that Digest and NTLM authentication create.

Explore Fluix features and processes

When connecting OneDrive or SharePoint as a storage integration in Fluix, Microsoft will prompt you to grant Fluix a set of permissions. These permissions allow Fluix to access and manage your files on your behalf.

Delegated permissions are used when a signed-in user is present. This means Fluix acts on behalf of the user who authorized the connection, and the app can only do what that user is allowed to do. These permissions can be granted by the user themselves or by an administrator, depending on the permission level.

Application permissions are used for background operations that run without an active signed-in user. These permissions require administrator consent and allow Fluix to continue working with your storage even when no user session is active.

Below is a breakdown of each permission Fluix requests and why it is needed.

Delegated Permissions (User Account – authorization code flow)

• Files.ReadWrite.All — Allows Fluix to read, create, update, and delete files you have access to in OneDrive. This is required for Fluix to work with the OneDrive API on your behalf.
• Sites.ReadWrite.All — Allows Fluix to edit and delete documents and list items across SharePoint site collections on your behalf. This is required for Fluix to work with the SharePoint API.
• offline_access — Allows Fluix to access and update your data even when you are not actively using the app. This ensures the integration continues to function in the background without requiring you to re-authenticate each time. This permission does not grant any additional access beyond what has already been authorized.

Application Permissions (App-Only – client credentials flow)

• Files.ReadWrite.All — Allows Fluix to read, create, update, and delete files across all site collections without a signed-in user. This is required for background operations within the OneDrive integration.
• Sites.ReadWrite.All — Allows Fluix to create, read, update, and delete documents and list items across all SharePoint site collections without a signed-in user. This is required for background operations within the SharePoint integration.
• Organization.Read.All — Allows Fluix to read your organization’s information, such as the tenant name, without a signed-in user. This is used so that once your tenant is recognized, it can be selected when setting up a new storage connection without requiring you to grant access to Fluix again.

Note: Application permissions can only be granted by a Microsoft administrator. If you are not an admin, please contact your IT team to complete the authorization.

In case you have any questions or difficulties with setup, contact our support at support@fluix.io, and we’ll be happy to help you.