Connect My Account to Dropbox


The Integrations settings allow for you to set up a variety of the integrations that are available with Floify.


Among these settings, you'll have access to connect your account to Dropbox.

The Dropbox integration pushes through all accepted documents automatically to Dropbox from Floify.


How to Set Up

From your team pipeline, navigate to Settings and select the Integrations tab:






Scroll down to the Dropbox Integration and select the option to Edit Dropbox Integration:






Select Connect and enter your credentials to grant permission:






Success! The Dropbox integration is ready to go. All accepted documents for future loan flows will push through automatically moving forward.

Was this article helpful?
0 out of 2 found this helpful
Have more questions? Submit a request
  • I don't see it.  Can we pick a folder within dropbox for it to go into? or it just all gets thrown into a main one and you have to put it into the folder you want?


    Comment actions Permalink

Please sign in to leave a comment.