How to Connect Dropbox as Data Source

The integration will allow you to receive files (created or modified) from Dropbox, transferring them to other systems. For example, you can send files to your CRM, Google Sheets, or duplicate them in a convenient messenger. This will allow you to effectively automate workflows and save a lot of time.

Let's go through the entire Dropbox setup steps together!

Navigation:
1. What data can I get from Dropbox?
2. How to connect a Dropbox account to ApiX-Drive?
3. Example of the resulting files.

To start setup click "Create connection".

Select a system as the Data Source. In this case, you need to specify Dropbox.

Next, you need to specify the action "Get FILE (created or modified)" - Apix-Drive will get all new files from Dropbox and transfer them to the selected Data Destination system.

The next step is to select the Dropbox account, from which Apix-Drive will get files.

If there are no accounts connected to the system, click "Connect account".

To connect your Dropbox account, enter your Dropbox username and password. Once logged in, select the connected Dropbox account and click Continue.

When the connected account is displayed in the "active accounts" list, select it.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

At this step, you need to select the folder from which you want to retrieve the file, and then click the "Continue" button.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to setup the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

Now you can see test data for one of the files in the selected Dropbox account.

If you want to update the test data - click "Load test data from Dropbox".

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!