Cognito Forms
Dropbox
zapier

An automated workflow using zapier

Connects Cognito Forms + Dropbox

Copy files from new Cognito Forms entries to Dropbox

About this workflow template

This automation scenario allows you to connect Cognito Forms and Dropbox

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Cognito Forms and Dropbox can also be integrated using automation tools other than zapier:

Diagram

Copy files from new Cognito Forms entries to Dropbox
Workflow diagram: Cognito Forms + Dropbox integration

How it works?

When this trigger fires in Cognito Forms

Cognito Forms

New Entry in Cognito Forms

Triggers when someone fills out your form.

Then this action happens in Dropbox

Dropbox

Upload File in Dropbox

Upload an existing file or attachment not bigger than 500 MB.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Copy files from new Cognito Forms entries to Dropbox.

Part I

Configure Applications

First, we need to connect Cognito Forms and Dropbox to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Cognito Forms to Zapier.

    Connect Cognito Forms to Zapier.

    Give Zapier access to your Cognito Forms account, using Cognito Forms credentials.

  • Connect Dropbox to Zapier.

    Connect Dropbox to Zapier.

    Give Zapier access to your Dropbox account, using Dropbox credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Cognito Forms

    Set up a Trigger action for Cognito Forms

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for Dropbox

    Then set up an Action for Dropbox

    Choose this action: Upload File (Upload an existing file or attachment not bigger than 500 MB.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Cognito Forms and Dropbox.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Copy files from new Cognito Forms entries to Dropbox!

Supported triggers and actions

  • Dropbox

    New file in folder

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateio
    triggerbyzapierautomateio
  • Dropbox

    New file in your folder

    This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.

    ifttt
    triggerbyifttt
  • Dropbox

    New or modified file or folder

    New or modified file or folder

    pipedream
    triggerbypipedream
  • Dropbox

    New folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Dropbox

    Watch files

    Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.

    integromat
    triggerbyintegromat
  • Dropbox

    New file

    Triggers when a new file is added to a specific folder.

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • Cognito Forms

    Create entry

    Creates a new entry.

    zapierintegromat
    actionbyzapierintegromat
  • Cognito Forms

    Set form availability

    Sets the availability of a form.

    zapierintegromatpabbly-connect
    actionbyzapierintegromatpabbly-connect
  • Cognito Forms

    Get document

    Gets an entry document.

    integromatzapier
    actionbyintegromatzapier
  • Cognito Forms

    Get file

    Gets a file by id.

    integromat
    actionbyintegromat
  • Cognito Forms

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Cognito Forms

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier

Apps you need

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