Dropbox + Coeffection
Connect your company Dropbox account to upload and organize documents directly from entity records. Files are stored in Dropbox with template-based folder routing — Coeffection tracks metadata and document completion status. One admin connection serves the entire team.
Everything you get with Dropbox
6 powerful features, seamlessly integrated
Template-Based Folder Routing
Define folder paths using entity field variables like {company}/{name}/Contracts. Files automatically land in the right folder based on the record's data.
Document Requirements Tracking
Define required documents per entity type (e.g., Signed Contract, Building Permit). The Documents tab shows which are collected and which are outstanding.
One Connection, Team-Wide Access
The admin connects once. Employees access files through Dropbox's native sharing permissions — no individual OAuth required.
Metadata Only
Coeffection stores file links, not file contents. Files live in Dropbox. Removing a reference does NOT delete the file from Dropbox.
Drag-and-Drop Upload
Upload files directly from entity detail pages. Drag files onto the Dropbox field or click to browse. Files upload instantly to the configured folder path.
Shared Link Generation
Generate shareable Dropbox links for any uploaded file. Share documents with clients and vendors without giving them access to your full Dropbox.
Setup in minutes
Bring your own API key — connect and go
- 1
Go to dropbox.com/developers/apps and create an OAuth 2 app with Full Dropbox access.
- 2
Add your Coeffection redirect URI to the app settings.
- 3
Copy the App Key and App Secret into your Coeffection environment variables.
- 4
Click Connect below to authorize Coeffection to access your Dropbox.
- 5
Add Dropbox File fields to your entity types to start uploading documents.
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