How to Integrate Forms With Dropbox

January 12, 2024

Dropbox is a cloud storage service used for file sharing and project collaboration. It allows you to securely store and share files seamlessly across devices, fostering easy collaboration and accessibility among your company.

With Jotform’s integration with Dropbox, you can upload the files uploaded through your form and get a copy of the user’s data as PDF documents to your Dropbox account — a simple process for automation.

Please watch the video below for Dropbox integration or read below for the steps.

Youtube Embed Poster: giSBIFv-1Gg
  1. In the Form Builder, go to the Settings tab.
  2. Select Integrations from the left panel.
  3. Search for and click Dropbox from the list of Integrations.
Dropbox integration option in Jotform's Form Builder
  1. You will see the Authenticate button if you haven’t connected your Dropbox account yet. Click that to connect and ensure you grant access to Jotform.
Authenticate button in Jotform's integration with Dropbox

If you have connected a Dropbox account previously, choose it from the dropdown and click the Add Action button.

Account dropdown and Add Action button in the Box integration settings
  1. At this step, you must set up your folders:
    • Enter folder name — This will be your main Dropbox folder.
    • Create a subfolder for each submission — Turn this on if you want to create a separate folder for each submission inside the main Dropbox folder. You can type your custom folder name or dynamically create it based on Form Fields.
Main folder and subfolder in Dropbox integration settings

Note

If the subfolder is turned off, your file uploads and PDFs of your submissions are saved under the main folder. For the uploaded files with the same name, Dropbox will automatically detect the revision and upload the files when necessary.

  1. Next, set up the other properties:
    • Send submissions PDF to Dropbox — Select which PDF document to send to Dropbox. You’ll see Default if you haven’t created a PDF document yet.
      Note: To rename your PDF, see How to Assign a Custom File Name to Your PDF Report.
    • Send uploaded files to Dropbox — Select from which file upload to send to Dropbox. You can select multiple file upload fields here.
Submissions PDF and File Upload options in Dropbox integration settings
  1. Finally, click the Save button to complete and finish the integration.

Once it’s finished, you can see and click the link to open the main folder. If you hover your mouse over the created action, you’ll see the Edit Action (pencil icon) and the More (thee-dotted vertical icon) options to the right. The More option includes the following:

  • See Action Logs — This section will display your Dropbox integration’s successful and failed runs. It’s useful when troubleshooting issues.
  • Rename Action — If you want to personalize the action’s title.
  • Disable Action — This option is useful to temporarily stop the integration from sending files.
  • Delete Action — If you want to remove the integration from your form.
Action options in Dropbox integration settings

To set up the folders using the Unique ID widget, refer to the following guide: How to Set up Folders Using Uniqueid in Dropbox.

Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

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