The dotloop to Dropbox integration backs up all docs from dotloop into a single folder inside your dropbox account named “dotloop via API Nation”. Inside the main folder are subfolders for each profile, and inside those are folders for each loop containing the related docs.
- Added peace of mind with documents backed up and stored while you work
- Documents are easy to find in neatly organized folders by loop and profile
- Compliance is handled with the flip of a switch
This integration automatically keeps the file documents added to your loops in sync with your Dropbox. This helps you automate the backup of all the loop’s related documents. The sync creates a folder with the loop’s name and then copies and organizes the files within it as they are arranged in loops. This includes all the subfolders and documents within them. As you update the files in your loop, they are automatically updated in your Dropbox.
Start setting up your dotloop & Dropbox sync HERE and click on Dropbox sync.
Step 1
Click on Connect dotloop and log into your dotloop account. When you see a message to authorize API Nation to connect to your dotloop account, click APPROVE.
Step 2
Click on Connect Dropbox and authorize access to your Dropbox account. If you already use API Nation to sync your Dropbox, you can re-use your existing Dropbox connection.
Step 3
Review settings, and select the folder in your Dropbox account where to sync the backup files. By default the Sync will create a folder called dotloop via Apination. A separate subfolder for each loop will be created there. When you happy with the settings, click START
You are all set. Allow 15 minutes or so for the first sync to run. To monitor the progress or make changes to the configuration of your integration, login to your API Nation account here.
API Nation automatically syncs software applications you use, automates your work, and integrates your software applications.
It's finely tuned workflows perform the common sense repetitive tasks. Example: Add a document to your loop in your dotloop account, and it automatically syncs to your Dropbox. See all the applications with pre-build integrations here.
Q: Which document and loops are synced with Dropbox?
A: All files you upload to the loops, are synced to Dropbox.
Q: What happens to the files in Dropbox if I rename the loop?
A: A new folder with the new loop's name is created. While the old folder will remain in your dropbox account, all files from it are moved to the new folder.
Q: Can the main Dropbox backup folder be changed?
A: Yes, in the sync settings, select the new root folder. Next time sync runs it will start backing up into the new Dropbox folder.
Q: What happens when loops, folders, or files are renamed or archived from the loop?
A: They are removed from Dropbox.