How to Integrate Cognito Forms with Dropbox

Quick summary

This tutorial walks you through integrating Cognito Forms with Dropbox using Zapier, so that form submissions automatically trigger actions in your Dropbox account. By setting up a Zap with Cognito Forms as the trigger app and Dropbox as the action app, you can automate file management without writing any code.

Steps

1. Navigate to the left-side panel and click 'Create'.
2. Select 'Zaps' from the list of options.
3. Click 'Trigger' to start the integration process.
4. Search for 'Cognito Forms' and select it as the Trigger app.
5. Choose your preferred 'Trigger Event' from the available options.
6. Tap 'Sign In' and log into your Cognito Forms account.
7. Click 'Authorize Organization' to grant the necessary permissions.
8. Fill in the required information to set up the Trigger.
9. Click 'Continue' to proceed.
10. Tap 'Test Trigger' to validate your inputs.
11. Click 'Continue' after the test completes successfully.
12. Find 'Dropbox' and select it as the Action app.
13. Open the drop-down menu and specify your preferred 'Action Event'.
14. Tap 'Sign In' and log into your Dropbox account.
15. Click 'Continue' to proceed.
16. Fill out the input fields with the necessary details.
17. Click 'Continue' to publish and activate the integration.
18. Your Cognito Forms account is now integrated with Dropbox and will sync automatically.