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
Integrations · Cloud storageConnect Dropbox to Well
Index Dropbox extracted invoice PDF, and connected folder as workspace entities, searchable in conversation and queryable from agents.
What flows between Well and Dropbox
Well writes reconciled extracted invoice PDF, connected folder back to Dropbox after they clear your review queue, with the source-record link preserved. Use Dropbox as the destination for entries enriched across your other connected tools.
| From Dropbox | In Well | Relation | |
|---|---|---|---|
| Extracted invoice PDF | File in Dropbox folder | Uploads as | |
| Connected folder | Delivery target | Writes into |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Dropbox ⇄ Well
3 triggers from Dropbox.
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·DocumentWhen 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
What Well does with your Dropbox connection
Connect
Connect Dropbox over OAuth 2.0: you approve on Dropbox's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings extracted invoice PDF, and connected folder in from Dropbox on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Dropbox entity into file in Dropbox folder, and delivery target, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Dropbox lands as file in Dropbox folder, and delivery target you can search, chart, and automate, and approved records flow back to Dropbox once they clear your review queue.
Questions Dropbox unlocks
Ask in plain language. Well answers from your connected Dropbox connection, resolved against the rest of your stack.
Ask Well
Ask anything about your Dropbox connection
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Connect Dropbox in three steps
- 01
Connect a Dropbox folder for uploads
Pick Dropbox in Well's Connections panel and authorise the folder you want processed documents written to. Well connects through the file-storage connector, which handles the upload to Dropbox on your behalf; you approve the access on Dropbox's screen.
- ConnectorFile-storage (Apideck)
- DirectionOutbound file write (live)
- Inbound readComing soon (roadmap)
- 02
Map your entities
When Well captures and extracts an invoice or receipt, it uploads the PDF to the connected Dropbox folder, where the processed document is filed alongside your existing files.
- Mappingpreconfigured by Well
- 03
Use the data
You open, move, or share the uploaded files with Dropbox's own tools. This is file storage, not accounting, so Well files documents into the folder rather than recording entries anywhere. Reading files from Dropbox into the workspace is a roadmap item.
- First syncstarts as soon as connect completes
The authorisation completes in about a minute. Files are written outbound as they clear extraction; inbound import is not live yet.
How Dropbox stays secure with Well
Dropbox connects through Well's file-storage connector, which authorises the folder Well may write to and uploads extracted PDFs there on your behalf. The live capability is outbound: Well writes a document into your Dropbox folder, it does not read files back, since inbound import is still coming soon. The access lets Well file processed documents into storage, not post anything to an accounting ledger.
OAuth 2.0Encrypted at restGDPR compliant
Read the full privacy and security policyScopes Well requests
- granted
Read Dropbox records
Endpoints the Dropbox API token grants, scoped by your consent.
- granted
Resolve extracted invoice PDF, and connected folder across your stack
Match identifiers in Dropbox against the same entities your other connected tools expose, so each record carries cross-tool context.
- granted
Post approved records to Dropbox
Over Dropbox's API, only records you've approved (case-by-case or via a per-rule auto-post threshold).
- refused
Store Dropbox passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
Disconnect any time from Well settings or Dropbox’s admin panel.
Frequently asked questions about Dropbox and Well
Well writes files out to your connected Dropbox folder. When Well captures and extracts an invoice or receipt, it can upload that PDF to Dropbox through the file-storage connector, so the processed document lands in the folder you chose alongside your existing files. It is an outbound file write: Well puts documents into Dropbox, it does not yet read them back.
Not yet. The inbound read direction for Dropbox is coming soon, so Well does not pull files out of your Dropbox folders into the workspace today. The live capability is the other way around, writing extracted PDFs into Dropbox. The page describes that outbound write as the current behaviour and treats reading from Dropbox as a roadmap item.
Well uploads the extracted PDF to the Dropbox folder connected during setup, using the file-storage connector that talks to Dropbox on your behalf. The document arrives as a normal file you can open, move, or share with Dropbox's own tools. Well is filing a document into your storage, not recording anything in an accounting system.
No. The Dropbox connection is file storage, so what Well does here is upload documents to a folder, not record bills or accounting entries. The accounting side of your stack stays with your accounting tools. Dropbox is where the processed PDF is filed; treating it as an accounting destination would misread what the connector does.
Well uploads the extracted PDF to the connected Dropbox folder in the background once the document clears extraction, so the file appears in Dropbox shortly after. Well writes the file and Dropbox holds it; there is no read-back loop today. The folder simply gains the processed document.
Remove the Dropbox connection in Well and the upload access ends immediately, so Well stops writing new files to your folder. Files Well already uploaded stay in Dropbox under your control, exactly where they were filed; disconnecting does not reach back to remove them. Your Dropbox content is yours throughout.
Connect Dropbox with
Ready-to-ship workflows that pair Dropbox with another tool through Well.
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Ready to connect Dropbox?
Connect once. Every extracted invoice PDF, connected folder from Dropbox becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.