--- title: "Connect Dropbox to Retently - APIANT.ai" description: "When \"New File in Folder\" fires in Dropbox, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/dropbox-to-retently" --- # Connect Dropbox to Retently When **New File in Folder** fires in [Dropbox](https://apiant.ai/connections/dropbox), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Dropbox **1** trigger Dropbox **21** actions Retently **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dropbox and Retently to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Dropbox can start in Retently - When **New File in Folder** in Dropbox then **Create or Update Customer** in Retently - When **New File in Folder** in Dropbox then **Resubscribe customer** in Retently Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Dropbox and Retently ## Triggers and actions 1 trigger · 37 actions - Trigger **New File in Folder** Triggers when a new file appears in the folder you choose. - Action **Add folder member** Invites one or more people or groups to a Dropbox shared folder with the access level you choose. The caller must be an owner or editor of the shared folder. - Action **Copy File or Folder** Copy a file or folder from one path to another. - Action **Create Folder** Create a folder at the given path. - Action **Create Shared Link** Create a shareable link for a file or folder. - Action **Delete File or Folder** Delete a file or folder at the given path. - Action **Download file** Download a file from the connected Dropbox account. - Action **Get Current Account** Get information about the connected Dropbox account. - Action **Get File Metadata** Get metadata for a file or folder. - Action **Get space usage** Returns the connected Dropbox account's storage usage and allocation. - Action **Get Temporary Link** Get a temporary direct-download link for a file (valid ~4 hours). - Action **List file revisions** Lists the revisions of a Dropbox file, newest first, by file path or file id. - Action **List Folder** List the contents of a folder. - Action **List Folder Members** Returns the members of a shared folder: users, groups and pending invitees with their access levels. - Action **List Shared Links** List shared links for the account, optionally filtered by path. - Action **Move File or Folder** Move a file or folder from one path to another. - Action **Restore file** Restores a specific earlier revision of a file to the given path in Dropbox. - Action **Revoke shared link** Revoke a Dropbox shared link so it no longer grants access. - Action **Search Files** Search for files and folders matching a query. - Action **Share folder** Share a Dropbox folder so collaborators can be added to it. Creates the folder if the path does not exist yet. - Action **Upload file** Uploads a file (up to 150 MiB) to a path in the connected Dropbox account. - Action **Upload File from URL** Save a file from a public URL directly into Dropbox at the given path. - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Dropbox** Dropbox cloud file storage. Upload, download, move, copy, delete, and search files and folders; create...](https://apiant.ai/connections/dropbox) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Dropbox - [ **Dropbox to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/dropbox-to-mailchimp) - [ **Dropbox to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/dropbox-to-sendgrid) - [ **Dropbox to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/dropbox-to-klaviyo) - [ **Dropbox to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/dropbox-to-typeform) - [ **Dropbox to MySQL** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/dropbox-to-mysql) - [ **Dropbox to FFXIV Collect** FFXIV Collect tracks collectable content in Final Fantasy XIV — mounts, minions, orchestrion rolls, emotes...](https://apiant.ai/connect/dropbox-to-ffxiv-collect) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Dropbox and Retently, answered ### ### What can start an automation from Dropbox? Any of Dropbox's 1 trigger in the catalog, including New File in Folder. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Retently when something happens in Dropbox? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Dropbox? Retently has no triggers in the catalog today, so automations start in Dropbox. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Dropbox or Retently? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Dropbox and Retently without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.