Dropbox integration overview

Overview

Dropbox is a cloud storage platform for storing, synchronizing, sharing, and collaborating on files. Persona’s Dropbox integration lets you search a connected Dropbox account and add collaborators to a file from a Workflow.

Integration features

The Dropbox integration supports two Workflow actions:

• Search files: Search for files and folders by name or file content. You can limit the search to a path, status, extension, or file category.
• Add file member: Add one or more collaborators to a file by email address or Dropbox account ID. You can set an access level and choose whether to send a notification.

Setting up the Dropbox integration

Prerequisites

To connect Dropbox, you need:

• A Dropbox account with access to the files you want to search or share.
• Permission to manage integrations in the Persona Dashboard.

Dropbox uses OAuth 2.0. The requested scopes allow Persona to read file and folder metadata and manage file sharing.

Adding a Dropbox credential

Using Dropbox in a Workflow

Dropbox operations

Search files

Search the connected Dropbox account for files and folders. The search query is required.

Required field

• Query: The text to find in file names or file contents.

Optional fields

• Path: A Dropbox folder path to search within.
• Maximum results and order by.
• File status: Active or deleted files.
• Filename only: Exclude file content from the search.
• File extensions and file categories.
• Match field options: Include highlight spans for matched text.

Add file member

Add collaborators to a file. Use Search files first if you need the file path or ID.

Required fields

• File: A Dropbox file path or file ID.
• Members: One or more collaborators identified by email address or Dropbox account ID.

Optional fields

• Custom message.
• Quiet: Suppress email notifications.
• Access level.
• Add message as comment.

Plans Explained

Dropbox Integration by plan

Learn more about pricing and plans.