What Dropbox data does Well pull into Melio?

Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, and forwards the structured output to Melio as bills via email-in at @invoicesmelio.com, with vendor, amount, and due date populated by Smart Bill Capture, with the original email message ID stored on every record for audit.

How often does Dropbox data sync to Melio?

Well polls the Dropbox API every fifteen minutes for new records; new activity reaches the downstream target on the next polling cycle. Records collected during a polling window are matched in a batch, then ranked by confidence; the Melio write happens at the end of the window, never mid-sync.

What happens to historical Dropbox data when I first connect to Melio?

Dropbox exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Melio ledger, and re-running the backfill is safe because Well tracks the Dropbox record IDs and updates existing Melio entries instead of duplicating them.

How does Well prevent duplicates when posting Dropbox records to Melio?

Every Dropbox message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Melio entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Melio.

What happens if a Dropbox record fails to post to Melio?

When a record fails to post to Melio (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Dropbox record. Nothing silently drops.

How does Well authenticate with Dropbox and Melio?

Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Melio email-in address once it clears the matching threshold; Melio creates the draft record from it and you confirm and post it. Well holds no write credential to Melio. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Melio together cover multiple regions; Well's storage region is configured per workspace.

Dropbox to Melio

AvailableNative · DropboxNative · Melio

Connect Dropbox to Melio with Well

Dropbox attachments become Melio bills with a one-step path from inbox to your scheduling step; credit-note matching happens inside Well before delivery.

Connect both toolsView all integrations

Dropbox

Source

The Dropbox connection lets Well write processed documents into your Dropbox folder.

Melio

Target

The Melio connection delivers extracted bills into Melio through its Pay Bills email address.

Why this pair

Connect Dropbox to Melio through Well so records flow without manual rework.

What Well does between Dropbox and Melio

One-way: Dropbox into Well into Melio
Sync mode: Polling every 15 minutes
Up to 4 syncs/hour

Trigger from Dropbox

1 events · pick one

Well engine·recipe·When an invoice file lands in the watched Dropbox folder

Source

from upload · 15-min poll

OpenAI Ireland

via Dropbox

Invoice

When an invoice file lands in the watched Dropbox folder

INV-2026-04-100 · 22 Apr 2026€1,284.00

Extract

6 fields read from Dropbox

6 fields read

VendorOpenAI Ireland
Invoice numberINV-2026-04-100
Issue date22 Apr 2026
Total€1,284.00
Tax€256.80

Enrich

against your historical record graph

5 fields added

Legal entityOpenAI Ireland
Tax idIE3893540LH
Domainopenai.com
Ledger account6156 · AI services

Confidence97%

<55% refused55–85% review≥85% auto-posts

Post

schedule as bills

Create a bill in your Melio inbox

auto-posted

posted

TypeBill
VendorOpenAI Ireland
Amount€1,284.00
Ledger6156 · AI services
Source docattached
Confidence97%

audit linkto Melio

Action in Melio

1 compatible with this trigger

Create a bill in your Melio inbox

What Well does with Dropbox invoices on the way to Melio.

01Featured

Turn invoices into bills ready for scheduling

Well parses every invoice attachment in Dropbox into a bill record in Well (vendor, amount, due date, line items), then forwards the PDF to Melio's email-in inbox. The original message ID is kept on the document so AP can trace any bill back to the originating email.

Match parsed invoices to existing vendors

Before creating a new vendor proposal, Well probes the parsed invoice header against your prior history inside its own ledger. Above the match threshold the bill attaches to the existing vendor record; below it the proposal queues for sign-off, and the match is reflected on the document forwarded to Melio.

Capture amount context for the approval step

Each parsed Dropbox attachment carries amount and cost-centre context inside Well so approval routing in Melio sees the right metadata. Small invoices flow straight through; larger ones wait on a named approver in Melio based on the parsed amount.

Reconcile credit notes against the originating bill

Credit notes received in Dropbox are parsed inside Well, matched to the originating bill in its own ledger, and the offset is captured before delivery. The document forwarded to Melio reflects the net balance so AP does not have to compute the offset manually.

7 signals and actions across Dropbox and Melio

When a supplier is detected on a parsed Dropbox file
Extracts the supplier named on a parsed file and matches it against your existing companies.
Trigger·Company
When a document file lands in the watched Dropbox folder
Picks up a new receipt or supporting document from the watched folder and stores it as a Well document for matching.
Trigger·Document
When an invoice file lands in the watched Dropbox folder
Reads the new PDF from the watched Dropbox folder and parses it into a structured invoice with supplier, amount, date, and tax.
Trigger·Invoice
Resolve a Melio vendor from the bill
Melio's OCR resolves the vendor name from the PDF; banking details for the payment route are set up separately.
Action·Company
Park the Melio bill in the Bills Inbox for payment scheduling
The created bill waits in your Melio Bills Inbox until you pick a pay date, choose a funding source (bank transfer or card), and set how the vendor gets paid (ACH deposit or mailed check). Well never sets a pay date, chooses funding, or sends the payment.
Action·Invoice
Create a bill in your Melio inbox
Well forwards the PDF to your @invoicesmelio.com address; Melio's Smart Bill Capture lifts the vendor, amount, and due date into a Bills Inbox entry that waits for you to schedule a payment date and funding method.
Action·Invoice
Attach the bill PDF to the Melio record
The forwarded PDF is stored on the bill in your Melio inbox.
Action·Document

Reference

Field mapping for Dropbox → Melio

5 fields across 1 record type, open to see the full table.

Invoice fields

5 fields flow from Dropbox into Melio.

Dropbox field	Label		Melio field	Label
parsed.total_amount	Total amount	→	amount	Amount
parsed.currency	Currency	→	currency	Currency
parsed.due_date	Due date	→	due_date	Due date
parsed.invoice_number	Invoice number	→	bill_number	Bill number
file.id	File id	→	bill_id	Bill id

Connect Dropbox and Melio in three steps.

1
Connect Dropbox
Click Connect with Dropbox; you authorise the folder Well watches through Apideck's file-storage connection and authorise read access to supplier-invoice and document files read from a watched folder via Apideck file-storage. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your Dropbox.
- AuthConnect
2
Map your accounts
Well discovers the Dropbox attachments matching your invoice pattern (supplier-invoice and document files read from a watched folder via Apideck file-storage) and the the Melio Bills Inbox awaiting payment scheduling. Tune the parsing prompt once on the first ten records; Well saves the mapping and applies it to every subsequent attachment above 85% confidence.
- Auto-post above85% confidence
- Overridemanual anytime
3
Connect Melio
In Melio, open Settings > Integrations and generate an API token with payment-write scope. Paste the key into Well; Melio's discovery endpoints are reached over TLS 1.3 and the secret is never echoed in the UI.
- AuthConnect
- First sync~10 min

How Dropbox and Melio stay secure with Well

Well calls Dropbox with an OAuth 2.0 token scoped to read-only access. Dropbox's consent screen lists the scopes before you approve; access tokens are exchanged and refreshed automatically before they expire. Well's storage region is configured per workspace regardless of where Dropbox and Melio host theirs.

OAuth 2.0Storage region per workspaceGDPR-aligned

Scopes Well requests

Read Dropbox records
Scoped to supplier-invoice and document files read from a watched folder via Apideck file-storage. No access to anything else in your Dropbox account.
granted
Deliver documents to your Melio inbox
Well forwards the extracted document to your Melio email-in address; Melio reads bills via email-in at @invoicesmelio.com, with vendor, amount, and due date populated by Smart Bill Capture from it and you review and post. No write credential to Melio is requested.
granted
Modify or delete Dropbox records
Not granted. Dropbox is read-only on Well's side; the source of truth never moves.
refused
Read other workspaces' data
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
refused

Disconnect any time from Well settings or Dropbox’s admin panel.

Frequently asked questions about Dropbox and Melio on Well

01What Dropbox data does Well pull into Melio?: Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, and forwards the structured output to Melio as bills via email-in at @invoicesmelio.com, with vendor, amount, and due date populated by Smart Bill Capture, with the original email message ID stored on every record for audit.
02How often does Dropbox data sync to Melio?: Well polls the Dropbox API every fifteen minutes for new records; new activity reaches the downstream target on the next polling cycle. Records collected during a polling window are matched in a batch, then ranked by confidence; the Melio write happens at the end of the window, never mid-sync.
03What happens to historical Dropbox data when I first connect to Melio?: Dropbox exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Melio ledger, and re-running the backfill is safe because Well tracks the Dropbox record IDs and updates existing Melio entries instead of duplicating them.
04How does Well prevent duplicates when posting Dropbox records to Melio?: Every Dropbox message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Melio entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Melio.
05What happens if a Dropbox record fails to post to Melio?: When a record fails to post to Melio (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Dropbox record. Nothing silently drops.
06How does Well authenticate with Dropbox and Melio?: Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Melio email-in address once it clears the matching threshold; Melio creates the draft record from it and you confirm and post it. Well holds no write credential to Melio. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Melio together cover multiple regions; Well's storage region is configured per workspace.