How to Add a Dropbox Integration – Streamline

This article explains how to add the Dropbox integration and how to include it as a step in your workflow.

Section 1: Connect the Dropbox Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen.

Click New Connection

Select New connection to view the list of available integrations. Use the search bar or browse the list to locate Dropbox.

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 Dropbox account used for this connection.

Authenticate the integration

You’ll be prompted to connect and authenticate your Dropbox account.

Complete setup

Once authenticated, click Finish. The integration will appear on the Integrations homepage along with its connection status.

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

Open your workflow

Navigate to your Workflow and click the plus (+) button to add a new step & select Dropbox as an option.

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

Name and configure the step

Enter a name, then click to configure the step.

Select your Dropbox connection

Choose the Dropbox integration you previously set up.

Choose the action type

Select Upload file as the action type.

Set folder and file naming options

Choose the destination folder in your Dropbox & add a file name or prefix to help identify uploaded files

Tip: You can define multiple file options using different naming patterns or folders.

Save and close

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

That’s it! You’ve successfully:

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