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Connect Salesforce to Dropbox

Use 10 documented Salesforce triggers to run 19 documented Dropbox actions.

10 source triggers
19 target actions
Reverse direction supported

Why Connect Salesforce & Dropbox?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Dropbox action

Send the event into one of 19 documented actions, such as Create a Text File, Create folder, Create or Append to a Text File.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Dropbox

Triggers (3)

New File

Emit new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling
New Folder

Emit new event when a new folder is created. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling
New or Modified File or Folder

Emit new event when a file or folder is added or modified. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling

Actions (19)

Create a Text File

Creates a brand new text file from plain text content you specify. See the documentation

Create folder

Create a Folder. See the documentation

Create or Append to a Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist. See the documentation

Create/Update a Share Link

Creates or updates a public share link to the file or folder (It allows you to share the file or folder with anyone). See the documentation

Delete a File/Folder

Permanently removes a file/folder from the server. See documentation

Download and Export

Export a file from a user's Dropbox. If file is not exportable, it will be downloaded in original format. See the documentation

Download File Preview

Download a file preview from Dropbox. See the documentation

Download File to TMP

Download a specific file to the temporary directory. See the documentation.

Get Shared Link File

Get a file from a shared link. See the documentation

Get Shared Link Metadata

Retrieves the shared link metadata for a given shared link. See the documentation

List All Files/Subfolders in a Folder

Retrieves a list of files or subfolders in a specified folder See the documentation

List File Revisions

Retrieves a list of file revisions needed to recover previous content. See the documentation

List Shared Links

Retrieves a list of shared links for a given path. See the documentation

Move a File/Folder

Moves a file or folder to a different location in the user's Dropbox See the documentation

Rename a File/Folder

Renames a file or folder in the user's Dropbox See the documentation

Restore a File

Restores a previous file version. See the documentation

Search files and folders

Searches for files and folders by name. See the documentation

Upload a File

Uploads a file to a selected folder. See the documentation

Upload Multiple Files

Uploads multiple file to a selected folder. See the documentation

Integration Features

10 documented Salesforce triggers
19 documented Dropbox actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Dropbox to Salesforce direction

Capability Examples

Salesforce trigger → Dropbox action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

DropboxDropbox

Create a Text File

Dropbox trigger → Salesforce action

Reverse direction
DropboxDropbox

New File

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Dropbox accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Dropbox operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 19 documented Dropbox actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Dropbox to Salesforce for bidirectional automation

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All Salesforce Integrations

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All Dropbox Integrations

Explore all available Dropbox connections

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