Save the invoice PDF to Dropbox
Well uploads your extracted invoice and receipt PDFs into your connected Dropbox folder via the file-storage API so the source document is archived alongside your other files.
Action·Document
Connect Dropbox to Well
Store your extracted invoice and receipt PDFs in a Dropbox folder Well creates for you
What flows between Well and Dropbox
Well uploads your extracted invoice and receipt PDFs to the folder it creates in Dropbox after they clear your review queue. Dropbox holds the file copies; nothing is written there as a record or a ledger entry.
| 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
1 action in Dropbox.
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 does not read from Dropbox yet, since importing from Dropbox is still coming soon. Once a record clears review, Well's pipeline can save the invoice PDF to Dropbox.
Enrich
Well extracts and checks the invoice and receipt fields in your workspace; the file it uploads to Dropbox is that processed PDF, not a record posted there or a ledger entry.
Available
Approved invoice and receipt PDFs upload to the folder Well creates in Dropbox once they clear your review queue; the write credential stays scoped to your workspace. Nothing is posted as a record.
Questions Dropbox unlocks
Ask in plain language. Well answers from your connected Dropbox connection, resolved against the rest of your stack.
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1 agent skill runs on Dropbox.
Well lists Dropbox in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks Dropbox
Connect Dropbox in three steps
- 01
Select the Dropbox connector
Find Dropbox in your Well dashboard and start the connection.
- AuthOAuth 2.0
- Accessread + write
- 02
Map your entities
Authorize Well with Dropbox. Well then creates its own storage folder in your Dropbox, so there is no folder to pick.
- Mappingpreconfigured by Well
- 03
Use the data
Confirm the connection in Well to start sending your extracted invoice and receipt PDFs to that folder.
- First syncstarts as soon as connect completes
Well only writes the PDFs it extracts to the folder it created and never changes the other files in your Dropbox.
How Dropbox stays secure with Well
Dropbox connects through Well's file-storage connector, which uploads extracted PDFs into the folder Well sets up 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
Upload approved documents to your Dropbox folder
Over Dropbox's API, Well uploads only documents you've approved, into a folder it creates. It posts nothing to a ledger.
- 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
What does Well put in my Dropbox?
Well uploads the invoice and receipt PDFs it extracts to a folder it creates in your Dropbox. It does not add spreadsheets, reports, or any other file type.
Which folder does Well write to?
Well creates and writes to one folder it owns. You do not pick an existing folder.
Does Well create journal or ledger entries from my Dropbox files?
No. Well does not draft or post any accounting entry from Dropbox. It only stores the extracted PDFs in the folder it created.
Does Well read the documents we already store in Dropbox?
No. Well writes the invoice and receipt PDFs it extracts to the folder it created. It does not open or read the other files in your Dropbox.
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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.