Dropbox

The Dropbox step uploads a document generated by your workflow to a folder in Dropbox.

Use it to store signed-off proposals, invoices or reports in the right place automatically, without downloading and uploading files by hand.

Example

A real estate agency sends a lease application form to applicants. The workflow:

Generates a lease agreement with a Document step.
Uses a Dropbox step to upload it to the Leases folder with the subfolder "Property Address" and the file name "Lease - Tenant Name".
Emails the agent the Web View Link from the step output for review.

Only organization owners and admins can add or reconnect accounts. You can manage all connected accounts in your Organization Settings.

Account - The Dropbox account to upload with.
Target Folder - Click Browse to pick a folder. You can also pick the Dropbox root.
Subfolder (optional) - A folder path inside the target folder, such as "Clients/2026". Type @ to insert variables, for example "Clients/Client Name". Missing folders are created automatically.
Document - The document to upload. Pick any document generated earlier in the workflow.
File name - The name of the uploaded file. It can include variables and formulas. The file extension (such as .pdf or .docx) is added for you.

Each run uploads a new file. Existing files are never overwritten.
If a file with the same name already exists in the folder, Dropbox renames the new file automatically (for example, by adding a number).
The step fails if the target folder was deleted or is no longer accessible.

Use the Web View Link in a later Email step to send a direct link to the new file.

Example: save a generated agreement in a client subfolder, using the client's name from earlier workflow data.

Each Dropbox upload costs 1 credit. The first 3 credits after the trigger are included in every run. See Credits.