Automate file management and storage with Dropbox
Overviews
How it works?
Back up important files from your business tools
Save files from your other applications directly to Dropbox in the background. Contracts, invoices, reports, and receipts are stored safely without you having to download and upload them manually.
Organize files into the right folders instantly
Create folder structures and move files to the correct location based on your business rules. Client files go to client folders, project documents get sorted by date or type, keeping everything organized on autopilot.
Share files with partners when deals close
Generate shareable links and send them to external partners, clients, or team members the moment a deal closes or a project milestone is reached. No more remembering to manually share documents after key events.
Sync files between Dropbox and other storage
Keep files in sync across multiple storage platforms. When a file is added or updated in one location, it's copied to Dropbox seamlessly, ensuring everyone works with the latest version.
Set up new project folders hands-free
Create complete folder structures for new clients or projects the moment they're created in your CRM or project management tool. Every project starts with the right organization in place.
Take action when new files arrive
Trigger workflows the moment a file is added to a specific folder. Notify your team, start approval processes, or copy files to other tools — all without checking Dropbox constantly.
Find and retrieve files on demand
Search for specific files based on name, type, or other criteria, then use them in your workflows. Pull the right documents into emails, notifications, or other systems without manual searching.
Keep file records up to date
Retrieve file details like size, modification date, and sharing status to update your databases or tracking systems. Maintain accurate records of what's stored where without manual data entry.
Configure
Build with Gmail
Client onboarding file system
When a new client is added to your CRM, create a complete Dropbox folder structure with subfolders for contracts, invoices, and project files. Copy the signed contract from your e-signature tool to the client's folder, and share the folder link with your team.
“You can’t do this anywhere else.”
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accelerate.
You can build workflows that upload and download files, create and organize folders, share documents with shareable links, move or copy files between folders, search for specific files, and trigger actions when new files are added to Dropbox.
Yes. You can create folder structures and move files based on data from your CRM, project management tools, or any other connected application. For example, organize files by client name, project ID, or date without manual sorting.
Your workflows can generate shareable Dropbox links for any file or folder, then send those links via email, Slack, or other communication tools. This happens in response to triggers like deal closures, project completions, or manual requests.
Absolutely. You can save attachments from emails, documents from e-signature tools, reports from analytics platforms, or files from any other connected service directly to Dropbox with proper organization and naming.
You can set up workflows that trigger when files are added to specific folders. This lets you notify team members, copy files to other locations, extract data from documents, or start approval processes without monitoring folders manually.