How to Add the Amazon S3 Integration and Use It in a Workflow

Integrating Amazon S3 into your workflow allows you to securely store and organize files in scalable cloud storage. Whether you're collecting uploaded documents, generating reports, Amazon S3 helps automate the storage step, reducing manual effort and ensuring files are accessible in your AWS environment.

Section 1: Connect the Amazon S3 Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen. Select New connection to view the list of available integrations. 

Use the search bar or browse the list to locate Amazon S3.

Tip: Use the category filter on the left to narrow down by integration type.

Name your connection

Add a name and description for this integration. Choose something clear and identifiable—e.g., specify the S3 bucket or AWS account used for this connection.

Provide your AWS Account ID

Enter the 12-digit AWS Account ID where the S3 bucket is hosted. This is required to deploy the integration securely within your AWS environment.

Deploy the CloudFormation template

To complete setup, you'll need to deploy the provided CloudFormation template to your AWS account. This template sets up the necessary IAM roles and permissions to the platform to securely interact with Amazon S3.

1. Log in to the AWS account in a new browser tab and return to the setup page to click the Run CloudFormation button.
2. Once authenticated, clicking the run CloudFormation button will create a pre-filled stack for you to review and create.
3. Note: Please make sure to Log in to your AWS account using the matching 12-digit Account ID.
4. Once the stack has been created and deployed, return to the integration setup and click Validate to confirm the connection.

Note: You must have the necessary AWS permissions to deploy CloudFormation stacks.

Complete setup

Once verified, the integration will appear on the Integrations homepage along with its connection status.

You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Section 2: Add the Amazon S3 Step to a Workflow

Open your workflow

Navigate to your Workflow, click the plus (+) button to add a new step, and select Amazon S3 as the integration option.

Be sure to add this step after a file upload step (e.g., from a Form).

Name and configure the step

Enter a name for the step, then click to configure it.

Select your Amazon S3 connection

Choose the Amazon S3 integration you previously set up.

Choose the action type

Select Upload file as the action type.

Set bucket and file naming options

Choose the destination S3 bucket and specify a file name or prefix to help identify uploaded files.

You can define multiple file options using different naming patterns or S3 folders (prefixes).

Note: use forward slashes to define nested folders if needed. You can enter an existing path or create a brand new folder. 

Save and close

Click the X in the upper-right corner to exit the step configuration. The Amazon S3 step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the Amazon S3 integration
• Deployed the CloudFormation stack to your AWS account
• Added an Amazon S3 upload step to your workflow

If you have questions or need help troubleshooting, reach out to your admin or contact support.