Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Creates a copy of a file in a new location.

Deletes the specified file.

Creates a brand new folder at the path you specify.

Moves a file to a new location at the path you specify.

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Creates a shared link for a file.

Set or remove the expiration date of an existing shared link.

Set the visibility and access level for an existing shared link.

Search for files and folders using advanced filters like file type, category, and content matching.

Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Find existing shared links for files or folders in your Dropbox.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Adds a member to a folder.

Create a file request that allows external users to upload files to your Dropbox. Advanced features like deadlines require a paid Dropbox account.

Deletes the specified folder.

Upload an existing file or attachment not bigger than 500 MB.

Creates a brand new text file from plain text content you specify.

Renames a file that you specify.

Allow or deny the download permission for an existing shared link.

Set or remove the password of an existing shared link.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.

Lists all files and folders within a specific Dropbox folder. Make sure the number of files/folders in the watched folder does not exceed 6000.