--- title: "Connect Dropbox and Salesmate - APIANT.ai" description: "When \"New File in Folder\" fires in Dropbox, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/dropbox-to-salesmate" --- # Connect Dropbox and Salesmate When **New File in Folder** fires in [Dropbox](https://apiant.ai/connections/dropbox), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Upload file** in Dropbox. Describe the whole flow and it is built, tested on every scenario and kept running. Dropbox **1** trigger Dropbox **21** actions Salesmate **2** triggers Salesmate **10** 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 Salesmate 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 and Salesmate can do together ### From Dropbox to Salesmate - When **New File in Folder** in Dropbox then **Create Contact** in Salesmate - When **New File in Folder** in Dropbox then **Update Contact** in Salesmate ### From Salesmate to Dropbox - When **New De-Activated User** in Salesmate then **Upload file** in Dropbox - When **New User** in Salesmate then **Upload File from URL** in Dropbox 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 Salesmate ## Triggers and actions 3 triggers · 31 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. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## 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) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) 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 Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## Dropbox and Salesmate, 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 Salesmate when something happens in Dropbox? Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmate to Dropbox? Yes. When something happens in Salesmate, your agent can act in Dropbox too. This page covers both directions: Salesmate's triggers and Dropbox's actions are listed here as well. ### ### Do I have to build a connector for Dropbox or Salesmate? 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 Salesmate 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.