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Get more done with Tidio and Dropbox integration

Send files from Dropbox in a conversation and file what customers upload back into it.

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Integration availability depends on your Tidio plan.

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Category

API

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Dropbox

Send the right file quickly

The agent shares a Dropbox link during the conversation, so the customer gets the current version and nobody attaches a copy from last quarter.

Keep customer uploads

A photo, receipt or document sent in the chat is stored in Dropbox under the right folder, with the conversation recorded alongside it.

Share on your terms

Password and expiry settings on a Dropbox link still apply, so a file sent in a chat can be closed off later.

Start the process from a file

A file landing in a Dropbox folder can open a conversation, which is useful when a partner or supplier delivers something that needs a reply.

Overview

Dropbox is where the documents, images and templates a team shares actually live. Connected to Tidio through Zapier or the Tidio API, an agent sends a shared link from the conversation rather than digging for an attachment, and files a customer sends are saved to the Dropbox folder that matches their account. The chat stops being a place where important files go to be forgotten.

Key features

  • Share a Dropbox link so the file stays current after somebody edits it
  • Save what customers send into the Dropbox folder for that account or request
  • Find the file in the chat by searching Dropbox without leaving the conversation
  • Control who can open it using the Dropbox link settings your team already applies
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Dropbox

API

Tags

  • Custom Integration

  • Workflow Automation

How it works

Connect Dropbox in minutes

  1. 1

    Connect Tidio and Dropbox

    Link them with Zapier, Make or the Tidio API, using a Dropbox account scoped to the folders support should reach.

  2. 2

    Choose folders and rules

    Decide what agents can share and where files from a conversation are stored.

  3. 3

    Keep the files together

    Documents go out and come back through the chat, and Dropbox keeps the versions and the permissions.

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When the edge starts failing, say so in chat before the complaints arrive.

Turn an alarm into a message to customers, and conversation volume into a metric.

Start the chat with the signed-in user already identified, and act on their account safely.

Stream conversation events into the pipeline the rest of your data already flows through.

Run your own code on a conversation and send the answer back into the chat.

Keep transcripts and the files customers send where the rest of your data lives.

Looking for customer service automation that fits your business?

We build custom API integrations to streamline your most important workflows.

Frequently asked questions

Common questions about the Dropbox integration

Do customers need Dropbox?

No. They open a shared link with whatever settings you applied. Only your team works inside Dropbox itself.

Where are uploaded files stored?

In the Dropbox folder you map, usually by account, request or date, with the conversation reference saved so the two can be matched later.

Is the Dropbox integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Dropbox integration.