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.
Categories
Cognito Forms and Dropbox can also be integrated using automation tools other than zapier:
When this trigger fires in Cognito Forms
Triggers when someone fills out your form.
Then this action happens in Dropbox
Upload an existing file or attachment not bigger than 500 MB.
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
First, we need to connect Cognito Forms and Dropbox to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Cognito Forms to Zapier.
Give Zapier access to your Cognito Forms account, using Cognito Forms credentials.
Connect Dropbox to Zapier.
Give Zapier access to your Dropbox account, using Dropbox credentials.
Part II
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
Choose the following trigger: New Entry (Triggers when someone fills out your form.).
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Copy files from new Cognito Forms entries to Dropbox!
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.
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
New or modified file or folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
Triggers when a new file is added to a specific folder.
Creates a new entry.
Sets the availability of a form.
Gets an entry document.
Gets a file by id.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create a new action using AI.
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