Dropbox setup guide

Agents find, read and write your company's documents and files.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open Dropbox, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

Your Dropbox app

Your OAuth app.

This way signs in with an OAuth app you create for Dropbox, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. Open the Dropbox App Console (https://www.dropbox.com/developers/apps) and choose Create app > Scoped access > Full Dropbox.
2. On the Permissions tab, tick account_info.read, files.metadata.read, files.content.read, files.content.write, sharing.read and sharing.write, then select Submit.
3. On the Settings tab, add the redirect URI https://everdeck.io/api/oauth/callback.
4. Copy the App key and App secret into the form, then sign in as the Dropbox account the agent should work as. A new app can only be linked by its owner until you select Enable additional users on the Settings tab.

The scopes Everdeck asks for:

• account_info.read
• files.metadata.read
• files.content.read
• files.content.write
• sharing.read
• sharing.write

When you disconnect, Everdeck asks Dropbox to revoke the sign-in, then deletes the tokens it saved.

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• Search filesTier 0 · ReadReads outside contentdropbox_search

  Search file and folder names and contents, optionally under a folder. Returns each match's name, path, id, size and last change.

• List a folderTier 0 · ReadReads outside contentdropbox_list_folder

  List a folder's files and subfolders ("" is the top level). If has_more is true, call list_folder_continue with the cursor.

• More folder resultsTier 0 · ReadReads outside contentdropbox_list_folder_continue

  Get the next page of a folder listing, or changes since an earlier listing, using its cursor.

• Get file detailsTier 0 · ReadReads outside contentdropbox_get_metadata

  Read a file or folder's details by path or id, including size, revision and sharing information.

• Read a fileTier 0 · ReadReads outside contentdropbox_read_file

  Read a file's text (up to 25 MB). Word, Excel, PowerPoint, PDF and text files are converted to text. A file over 8 MB is also saved to the company's files when it is 10 MB or less (saved, file).

• Upload or create a fileTier 2 · ReversibleReads outside contentdropbox_upload_file

  Create a file at a path from text you write or from a file in the company's Spaces (up to 150 MB). If the name is taken, Dropbox adds a number instead of overwriting.

• Create a folderTier 2 · ReversibleReads outside contentdropbox_create_folder

  Create a folder at a path, for example /Clients/Acme/Contracts.

• Move or renameTier 3 · ExternalReads outside contentdropbox_move

  Move or rename a file or folder. Needs approval by default because moving into a shared folder shares the item with that folder's members.

• Copy a fileTier 2 · ReversibleReads outside contentdropbox_copy

  Copy a file or folder (for example a template) to a new path.

• Create a shared linkTier 4 · Money or irreversibleReads outside contentdropbox_create_shared_link

  Create a link to a file or folder. public links work for anyone who has them; team links only for members of the Dropbox team.

• Share a file with a personTier 4 · Money or irreversibleReads outside contentdropbox_share_file

  Invite a person by email to view or edit a file, with an optional message.

What can start work

These events from Dropbox can become tasks for your agents through Intake. How Intake works.

Files or folders in the connected Dropbox were added, changed or deleted (checked every 5 minutes).

Connect Dropbox first. Then, on the Intake page, open Webhooks and sources, find it under Connector triggers and select Start watching. Then, on the Rules tab, select New rule to say which requests become tasks and who gets them.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If Dropbox later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using Dropbox, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.