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Dropbox Automation

The Dropbox integration in Moxo allows users to automate file uploads whenever a specific action is completed in a workflow. By integrating Dropbox, users can seamlessly manage files, ensuring they are automatically organized in designated folders.

 

Adding the Dropbox Automation in Moxo

To a Flow Template or Instant Flow:

  1. Open the flow builder and navigate to where the automation will be added.
  2. Drag and drop Automations from the left-hand panel under Control, or click the + button between actions in the flow, and select Automation.





To a Live Flow Workspace:

  1. Open the relevant flow workspace.
  2. Click the '...' ellipses icon.
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and select Automations under Control.
  5. Identify where the automation should be added, then click + Add Here.

 

Configuring the Dropbox Automation

Step 1: App and Event Selection

  1. Choose Dropbox as the app.





  2. Select Upload File to Dropbox as the event.
  3. Click Next to proceed.


Step 2: Account Setup

  1. Click Choose to select an existing Dropbox account you have used in Moxo.



  2. If no account is connected, click + Connect a New Account and follow the prompts to link your Dropbox account.
  3. Once the account is connected, click Next.


Step 3: Input Details

  1. In the input section, select the file you want to upload to Dropbox and click Next.



  2. Review the details, including the selected file and folder.
  3. Click Add Automation to finalize and activate the Dropbox automation.
  4. Choose one of the following options: 
    • Choose Yes to display and select a subfolder within the chosen folder.
    • Choose No to proceed without a subfolder.



  5. Choose the folder in Dropbox where the file will be uploaded. If needed, select a subfolder.



  6. Once the folder details are configured, click Next.

Once configured, the Dropbox automation will trigger automatically when the designated action is completed, uploading the specified files to the chosen Dropbox folder.

 

Editing the Dropbox Automation

  1. Navigate to the flow template or live flow workspace containing the automation.
  2. Hover over the automation you want to modify.



  3. Click the 'Edit' icon.
  4. Adjust the app, event, account, or input fields as needed.



  5. Click Save Changes to apply updates.

Automations can only be edited in saved flow templates or live flow workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

 

Best Practices

  • Pre-configure accounts, folders, and subfolders to ensure a smooth setup process.
  • Regularly review automations to keep them aligned with project needs and user roles.
  • Use subfolders to effectively organize files for more complex workflows.