Dropbox Integration

Export your Docubee workflow documents directly to Dropbox: here’s how it works!

Dropbox is a cloud-based file management system that allows you to sync documents to all of your devices, for easy access. Our Dropbox integration allows you to export documents directly to Dropbox as part of your workflow. 

Let’s set up the integration.

Before You Begin

There are a few things you’ll need to get started:

• A Docubee account – you can go to https://docubee.app/signup to create a free account.
• Access to Dropbox – you’ll log in to your Dropbox account through Docubee, so make sure to have your credentials ready.
  Note: See How to log into or out of your Dropbox account for more information.

Creating the Workflow

1. Log into your Docubee account at https://docubee.app and create a new workflow.
2. Edit the workflow in the workflow builder, give it a name, and add the following tasks:
   1. Add a Web Form task
   2. Add an Export Document task
   3. Connect to Dropbox
   4. Publish

1- Add a Web Form Task

The first task in the workflow is a web form. You’ll need to create two tasks within this web form:

1. File upload
   • Create a file upload field and give it the property name of Test_Upload.
   • You can leave the rest of the options as their default setting.
2. Single-line text
   • Create a Single-Line Text field and give it a property name of File_Name.
   • This is where the user will enter the document’s file name that will be displayed in your Dropbox account.

2- Add an Export Document Task

For the second task, choose an export document.

1. Select the document from the previous web form, Test_Upload.
   • You’ll set up the destination settings in this task in the next section of this article.

Your workflow should look like this in the workflow builder:

3- Connect to Dropbox

1. In the export document task inside the destination section, click on Dropbox
   
   
2. Then, click the Connect to Dropbox button, which will open the modal and prompt you for your Dropbox account credentials.
3. After entering your username and password, you’ll be prompted to accept the permissions that Docubee is requesting. If you agree and wish to continue, click Accept.
4. Now that your Dropbox account is configured, let’s choose where to send your document.
   • If you want the file to be saved in a particular folder on your Dropbox, paste that path in the Dropbox Path URL.
   • If you leave it unchanged, it will default to the root of your Dropbox, and will automatically load documents in the main directory.
5. Be sure to fill out the rest of the fields. If you added a field for File_Name in step 1, you can click on the File Name field and select it.

4- Publish

You are ready to publish your workflow.

1. Click the green Publish button in the top right corner of the workflow builder.

Next Steps

Now that your workflow task is complete, you can run your workflow, upload a document, and then have it sent directly to your Dropbox location of choice.

When you log in to Dropbox, you should see your document in the location that you configured in the export document task. These documents can be accessed online or through the Dropbox mobile app as well.

In this example, you used an upload field in a web form to provide a document, however, you can send documents to Dropbox from other Docubee actions as well, including:

• A signed document from a fill & sign task
• A templated document from a generate document from form data task
• A combined document from a combine documents task

Related Information

All About Workflows (Quick Reference)
Types of Tasks (Workflows)

Export workflow documents to:

• Amazon S3 bucket
• Google Drive
• Salesforce
• Sharepoint

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.