The Proposify Dropbox Automation allows you to automatically save PDFs of Won documents to a desired folder in Dropbox.
This automation is part of Proposify's new Automations that are replacing our existing Legacy Integrations. During this early phase, all Automations will be available to all current plans (accounts on legacy plans will need to select one of our current plans to gain access).
This automation is in beta. You are welcome to leave feedback here: https://forms.gle/KGmRVdKEhrePxXhE8
Setup
As an Admin in the Proposify account, or a user with permission to access Integrations, navigate to “Integrations” → “Automations” → “Dropbox (Beta)”
Click “Configure” to connect an instance. You can optionally rename the instance or move on to connecting by clicking “Next”.
Connect Proposify and then enter the Dropbox app credentials.
Scroll down to the final step of choosing the Dropbox folder. You can use an existing folder or add a path to create a new one. Make sure there is a slack / at the start and at the end of the path.
Creating the Dropbox App
This Automation uses OAuth 2.0 to connect to Dropbox's API. To create a Dropbox OAuth 2.0 app, log in to Dropbox and open https://www.dropbox.com/developers/apps:
- Select Create app.
- Select that you want Scoped access.
- Choose the access type Full Dropbox
- Give your app a name and click Create app.
- Take note of the App key and App secret - you'll enter these in the setup in Proposify
- Under the OAuth2 section add the Redirect URI below. Make sure to click Add after entering the value.
https://oauth2.na-integrations.proposify.com/callback
Under the Permissions tab, choose these permissions:
files.metadata.read
files.content.read
files.metadata.write
files.content.write