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Coeffection

Dropbox Integration

Setting up Dropbox#

OAuth 2.0~15 min setup

Store and organize files directly from CRM entity records. Files live in your Dropbox account, organized automatically by a folder template you define. Add Dropbox File fields to any entity type — contracts, proposals, onboarding documents — with document requirements tracking for compliance.

Supported Features

FeatureDetailsStatus
File upload from recordsUpload files directly from any entity record with a Dropbox File fieldSupported
Template-based foldersAuto-create folder structures using entity field variables ({company}/{name})Supported
Document requirementsChecklist view showing which required files have been uploaded per entitySupported
File previewPreview documents (PDF, images, Office files) inline on the entity recordSupported
Shared team accessSingle admin connection shared across the entire team — no per-user OAuthSupported
Metadata trackingFile path, name, size, and last modified date tracked in the CRMSupported

Before you begin

  • ✓Dropbox account (Business recommended for shared team access)
  • ✓Admin role in Coeffection

What Coeffection Can Access

No Dropbox developer account or app setup is needed on your end — you connect your existing company Dropbox in one click. Coeffection can then browse your Dropbox folders so you can upload to, or link files from, the folders you already use (for example a Clients or project folder). It only reads and writes the files and folders you choose, never deletes anything, and disconnecting revokes access immediately.

Step 1 — Connect Dropbox

  1. 1Go to Admin → Integrations → Dropbox and click Connect Dropbox.
  2. 2Authorize the connection in the Dropbox window that opens.
  3. 3One admin connection is shared across your entire team — no per-user setup needed. You can then browse and attach files from any of your existing Dropbox folders.

Step 2 — Add Dropbox File Fields

  1. 1Go to Admin → Entity Types and select the entity type you want to add file storage to.
  2. 2Add a new field with type "Dropbox File".
  3. 3Define the folder path template using entity field variables enclosed in curly braces.
  4. 4Optionally mark the field as "Required" to add it to the document requirements checklist.
  5. 5Save. Users can now upload files directly from entity records.

Folder Path Templates

Templates use entity field values to auto-create folder structures in Dropbox. Examples:

{company}/{name}/Contracts→ Acme Corp/Widget Deal/Contracts/
{company}/Proposals/{name}→ Acme Corp/Proposals/Enterprise License/
Clients/{company}→ Clients/Acme Corp/

Coeffection creates folders on first upload — no manual folder creation needed. If you remove a Dropbox File reference from a record, the file is not deleted from Dropbox. Delete it manually if no longer needed.

Troubleshooting

OAuth redirect fails with 'redirect_uri_mismatch'▾
The redirect URI in your Dropbox app settings must match exactly what Coeffection provides. Go to your Dropbox app settings → OAuth 2 → Redirect URIs and verify the URL. It's case-sensitive and must include the full path.
File upload fails with 'insufficient_space'▾
Your Dropbox account has run out of storage. Check your Dropbox storage usage at dropbox.com/account. Upgrade your plan or delete unused files to free up space.
Folder template variables not resolving▾
Make sure the variable names in curly braces match your entity field names exactly (case-insensitive). Common issue: using {customer} when the field is named 'Company'. Check your entity type's field definitions in Admin → Entity Types.
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Use the folder template {company}/{name} to automatically organize files by customer and project — Coeffection creates the folders in Dropbox on first upload, so no manual folder creation is needed.