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Add a new Dropbox connection

Add a Dropbox connection to your GoFormz account to take advantage of the available Dropbox Workflows.

Updated over a week ago

Use the GoFormz-Dropbox connection to upload submitted PDFs to your existing Dropbox account.

You'll need access to an active Dropbox account to add this connection. Additionally, your GoFormz account tier must be either Team, Advanced, or Enterprise.

GoFormz recommends creating a 'GoFormz Connection' Dropbox account used only for this connection. This account will display as the user who completes any actions.

This connection gives GoFormz access to your Dropbox account to read and write files, but GoFormz will not have management access for any of your Dropbox settings.

You'll need to re-authenticate this connection each time you update your Dropbox account password.

๐Ÿ—’๏ธ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.

Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.

  1. Click the Manage Connected Apps card.

    Screenshot displaying the location of the Manage Connected Apps card on the Workflow Dashboard in the GoFormz web app.

    You'll navigate to the App Connections screen.

  2. Find the Dropbox connection card.
    Click + Add connection.
    A Dropbox authentication method window will appear.

  3. Choose your Dropbox account type.
    Click Next.
    If you're already logged into your Dropbox account, you'll find your new Dropbox connection listed under My Connections on the App Connections page.
    If you're not logged in, continue to step 4.

  4. Enter your Dropbox username and password.

    Screenshot displaying the Dropbox warning which may display when adding a GoFormz-Dropbox connection.

    Click Sign in.

  5. A window will appear asking you to allow GoFormz access to your Dropbox account.โ€‹

    Screenshot displaying a pop-up window asking for the user to allow GoFormz access to their Dropbox account.

    โ€‹Click Allow.
    You'll find your new Dropbox connection listed under My Connections on the App Connections page.

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