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

Creates a brand new text file from plain text content 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.

Triggers when a document is linked to a transaction, purchase order, contact or project.

Triggers when a contact (vendor, crew, company) is added to the workspace.

Triggers when a new transaction (actual) appears in the ledger — from any source: bank feed, card, or manual entry.

Triggers when a purchase order changes status (pending, approved, rejected, actualizing, paid or void). The event field carries the specific status. Use a Filter step to react to a specific status.

Links an uploaded document (e.g. a receipt) to a transaction, purchase order, payment, budget line, contact or project.

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.

Updates an existing transaction (actual) — assign it to a project, contact or budget line, or change its status or notes.

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.

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.

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.

Triggers when a budget changes (budget, line, phase data, tag assignment, or rate-pack edit) - synthesized so there is no per-edit blind spot.

Triggers when a document (receipt, invoice, contract) is uploaded.

Triggers when a project is created in the workspace.

Triggers when a purchase order is created.

Triggers when a transaction is updated.

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

Creates a purchase order, optionally with line items.

Uploads a document and optionally links it to a transaction, purchase order or contact.

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.