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
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
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
Before delivery Well reconciles and enriches each document, resolving the document so what reaches Dropbox arrives matched and carries its full audit trail.
Available
Approved records post directly to Dropbox over its API once they clear your review queue; the write credential stays scoped to your workspace.
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
Authorise Dropbox via OAuth 2.0
Open Well's Connections panel, find Dropbox, and click Connect. You're redirected to Dropbox's authorize screen, where you'll see the exact scopes Well requests. Approve, and you land back in Well with the connection live.
- AuthOAuth 2.0
- Accessread + write
- 02
Map your entities
Well reads extracted invoice PDF and connected folder from Dropbox on first connect and brings each record into your workspace using the canonical mappings defined in Well's data-views layer.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, and let agents post reconciled entries back to Dropbox once they clear your review queue. Dropbox records are live in your workspace immediately.
- First syncstarts as soon as connect completes
OAuth handshake typically under a minute. Backfill of historical records runs in the background; you can use Well in conversation against incoming records while the backfill completes.
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
Upload approved documents to your Dropbox folder
Over Dropbox's API, Well uploads only documents you've approved, into the folder you configured. 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
How do I connect Dropbox to Well, and how long does it take?
Open Connections in Well, pick Dropbox, and click Connect. You're redirected to Dropbox's OAuth screen, you approve the scopes Well requests, and you land back in Well with the connection live. The whole flow runs under a minute and never requires you to handle client credentials.
What does Well pull into the workspace from Dropbox?
Well brings in extracted invoice PDF, and connected folder from Dropbox and reshapes each entity into your workspace: extracted invoice PDF becomes file in Dropbox folder; connected folder becomes delivery target. Every record arrives with the source identifier preserved, so Dropbox stays the source of truth while Well lets you query the data alongside the rest of your stack.
How does Well OCR and structure documents stored in Dropbox?
PDFs, images, and scanned documents in the Dropbox folders Well watches are OCR'd when they are indexed through the connection. Invoice and receipt structure (vendor, amount, line items, tax fields) is extracted into the workspace record; arbitrary documents are full-text indexed. The original file stays in Dropbox; Well stores the parsed representation and the source pointer.
How does Well match an extracted invoice PDF from Dropbox to a file in Dropbox folder in my workspace?
Each Dropbox extracted invoice PDF is scored against the candidate file in Dropbox folders in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely file in Dropbox folder prefilled and the Dropbox source attached.
How often does Dropbox sync with Well, and what triggers a refresh?
Well polls Dropbox regularly for extracted invoice PDF and connected folder. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Dropbox's side stays modest.
Can I disconnect Dropbox and what happens to the data Well already pulled?
Open Connections > Dropbox in Well and click Disconnect. Well calls Dropbox's token revocation endpoint and stops calling Dropbox immediately on its side; provider-side propagation to Dropbox's admin panel varies by provider. The extracted invoice PDF and connected folder Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What does Well write back to Dropbox, and what stays read-only?
Once a reconciled record clears your review queue, Well posts it directly to Dropbox over the connected API: line items, ledger codes, vendor or customer references, and source-document links. Dropbox stays the system of record for posted entries; Well writes only what you have already approved (case-by-case or under a per-rule auto-post threshold you set).
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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.