Cloud storage integration

Dropbox integration:
files linked directly to your Deskflow items

With the Dropbox integration, you link files to customers, products, projects and every document in Deskflow. Upload a file from your computer and Deskflow automatically copies it to Dropbox and links it to the right item. Or select an existing file from Dropbox. Always the right documents in the right place.

Linking files
Link
Files to items
Auto
Stored in Dropbox
All
Documents linkable
Two ways

Dropbox integration: link files
in two ways

Whether you want to add a new file or link an existing Dropbox file, both options are available from Deskflow.

1
Upload from your computer

You select a file from your computer in Deskflow. Deskflow automatically copies it to your Dropbox and links it to the item immediately. No separate steps, no manual upload to Dropbox.

Select a file from your computer
Deskflow copies it to Dropbox
The file is linked to the item in Deskflow
2
Select from Dropbox

You browse your existing Dropbox files from within Deskflow and select the file you want to link. The file stays in Dropbox and is linked to the item. No duplicate storage needed.

Browse your Dropbox files from Deskflow
Select the file you want to link
The file is linked to the item in Deskflow
Which items?

Link files to
any item in Deskflow

The Dropbox integration works for every item in Deskflow. Documents always available on the right item, ready to open directly from Deskflow.

Customers

Contracts, correspondence, ID documents and quotes directly on the customer record.

Suppliers

Purchase orders, delivery notes and price lists always immediately available on the supplier record.

Products

Technical sheets, manuals, quality certificates and product photos on every product.

Projects

Plans, drawings, photos and reports linked directly to the project in Deskflow.

Quotes and orders

Attachments, technical specifications and approval documents directly on sales documents.

All documents

Delivery notes, invoices, credit notes: every document in Deskflow can receive files.

Benefits

Why use the Dropbox integration
in Deskflow?

Without the Dropbox integration, you look for files in separate folders on your computer or in Dropbox, disconnected from the context in Deskflow. Documents are hard to find and colleagues don't know where to look.

With the Dropbox integration, files are always immediately available on the right item in Deskflow. One click and the file opens. Everything in the right place, instantly accessible for everyone.

Less time spent searching
Documents always available on the right item. No searching through folders, no lost files.
Accessible anywhere
Files are stored in Dropbox and available on every device for every team member.
Two options
Upload a new file or select an existing one. Deskflow handles the linking automatically.
Everything in one place
Customer record, product sheet and project folder complete with all relevant files, directly in Deskflow.
Before and after

Dropbox integration in Deskflow:
files always in the right place

Without the Dropbox integration
  • Searching for files in separate Dropbox folders, disconnected from Deskflow
  • Colleagues don't know which file belongs to which item
  • Upload to Dropbox and link separately in Deskflow, two steps
  • Documents lost or hard to find quickly
With the Dropbox integration
  • Files immediately available on the item in Deskflow
  • Everyone finds the right documents instantly
  • Upload once, Deskflow handles Dropbox and the linking
  • Complete customer record, product sheet and project folder in Deskflow

Frequently asked questions

Everything about the Dropbox integration via Deskflow

Through the Dropbox integration, you can link files to any item in Deskflow: customers, suppliers, products, projects and every document. You upload a file from your computer — Deskflow automatically copies it to Dropbox and links it to the item — or you select an existing file from Dropbox to link.
Through the Dropbox integration, you can link files to customers, suppliers, products, projects and every document in Deskflow, such as quotes, orders, delivery notes and invoices.
Yes. When you upload a file from your computer in Deskflow, it's automatically copied to your connected Dropbox and linked to the item. You don't need to go to Dropbox yourself.
Yes. Through the Dropbox integration, you can browse your Dropbox files directly from Deskflow and select an existing file to link. The file remains in Dropbox and is linked to the item in Deskflow.
You connect Dropbox once via the settings in Deskflow by entering your Dropbox details. After connecting, you can immediately upload and link files to any item in Deskflow.

Ready to connect?

Dropbox integration and Deskflow:
files always in the right place

Book a no-obligation consultation and discover how the Dropbox integration simplifies document management in Deskflow. Up and running within a month.