Add a new Dropbox connection | GoFormz Help Center

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

Before you begin, verify that you have access to a Dropbox account. GoFormz recommends creating a 'GoFormz Connection' Dropbox account used only for this connection. This account will display as the user who completes any actions.

Note: You must re-authenticate this connection each time you change your Dropbox account password.

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 have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.

While setting up your Workflow

If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

Screenshot displaying the location of the “+ Add Connection” option in the Workflow Recipe Builder of the GoFormz web app.

If you want to connect Dropbox to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.

On the Connected Apps page

Follow the steps below to create your new Dropbox connection in the GoFormz web app.

Open the More drop-down menu and click Connected Apps.

You'll navigate to the App Connections screen.
Select the Dropbox connection.

You'll navigate to the Dropbox connection management page.
Click Add Connection.

The Start a new connection modal will appear.
Enter your Dropbox username and password.
or
If you're already logged into your account, then skip to step 5.

Note: After logging in, you may also see a warning from Dropbox, making sure that you want to connect GoFormz to Dropbox. If you do, click Continue.

Click Sign in.
A window will appear asking you to allow GoFormz access to your Dropbox account.
Click Allow.

Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Dropbox username as part of the connection name.

Want to verify your new connection?

In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.

Screenshot displaying the location of Connect Apps option in the More drop-down menu of the GoFormz web app.

Here, you'll click the card for the app connection you want to verify.

Screenshot displaying the App Connections page in the GoFormz web app.

You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.