Dropbox Integration: The Best Way to Upload Your Form’s Attachments

Dropbox Integration: Join over 700 million registered users who trust Dropbox. Easy to use, reliable, private, and secure. It’s no wonder Dropbox is the choice for storing and sharing your most important files.

Bit Form is a WordPress from builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Authorization of Dropbox Integration

To set up the Dropbox integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Dropbox from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Generate Dropbox API key & API Secret

To get your Dropbox API key & API Secret, follow these steps:

• Click on Dropbox API Console or Go to the Dropbox developer portal.
• Select “Scoped access” as the API type.
• Select “Full Dropbox” as the type of access you need.
• Enter a name for your app and click the “Create App” button.
• Go to the “Permissions” tab.
• Under Files and folders, enable these scopes.
  • files.metadata.write
  • files.metadata.read
  • files.content.write
  • files.content.read
• Go back to “Settings” tab and copy the API key and API secret.
• Paste the API key and API secret into the integration’s dashboard.

To get the Access Code, click on Dropbox Access Code. Now copy the Generated Access Code and paste it into the integration’s dashboard. Now Click on “Authorize” button.

Once you have successfully entered your Dropbox API key, API Secret and Access Code, click “Authorize” to proceed. Then click Next.

After successful authorization, you’ll see the Map Field option. Here, you need to link your form’s upload field to the Dropbox folder where you want to send your files.

Actions

Delete File From WordPress: Also, if you want to delete the uploaded file from WordPress, enable the Delete File From WordPress option.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Dropbox Integration“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.