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Save generated PDFs straight to a Dropbox folder you choose, with optional dynamic subfolders. This works like saving to Google Drive or OneDrive, using a connected Dropbox account.

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Basic Setup

  1. Open the Actions card of the automation editor.
  2. Click Add action and pick “Save PDF in Dropbox”.
  3. Choose your connected Dropbox account, or connect one.
  4. Click Browse and open your target Dropbox folder.
  5. (Optional) Set a dynamic subfolder.
Add action dialog with the Save PDF in Dropbox card next to Save PDF in OneDrive and Send Email
If no folder is selected, PDFs save to the top level of your Dropbox.

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Connecting a Dropbox account

If you have not connected Dropbox yet, click Connect Dropbox Account and allow DocsAutomator access. DocsAutomator asks for three permissions: your account name and email, a list of your folders (for the folder picker), and permission to add files. You can connect or disconnect accounts anytime under Workspace Settings → Integrations.
Save PDF in Dropbox action in the Actions panel with the message No Dropbox account connected and the Connect Dropbox Account button

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Dynamic Subfolders

Organize PDFs automatically with subfolders made of static text and placeholders.
1

Pick a destination

Select your connected Dropbox account and browse to a destination folder.
2

Configure the subfolder

Enter a “Subfolder Name (optional)” using text and placeholders.
3

Create a hierarchy

Use forward slashes (/) for nested folders.
Examples:
Type / in the subfolder field to browse your placeholders, or type {{placeholder_name}} yourself. Line item placeholders are excluded.

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How It Works

  1. DocsAutomator replaces the placeholders with the values of the document.
  2. Dropbox creates any folder in the path that does not exist yet.
  3. The PDF is saved in the final folder. If a file with the same name already exists, Dropbox keeps both and adds a number to the new one, for example Invoice 7 (1).pdf. Nothing is overwritten.

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Word files and signed PDFs

  • For Word templates, the Save Word Document action has a Save to Dropbox? toggle that uploads the .docx as well. See Save Word Document.
  • For signing and acceptance, turn on Save to Dropbox under After signing to save the signed PDF. See Signed PDF Delivery.

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Troubleshooting

Last modified on October 3, 2026