Connecting Dropbox

This tutorial walks you through connecting your organization's Dropbox account to Templified, choosing a default folder, setting up path templates so renders land in the right place automatically, and using Dropbox as a destination inside a Send-To preset.

Before you start

You need the owner or admin role to connect or configure integrations. Other team members can send designs to Dropbox once it is connected, but cannot change the connection settings. You will also need access to the Dropbox account you want to connect — the OAuth flow opens a Dropbox sign-in window in a pop-up.

Connect Dropbox

1. Open Settings from the top navigation bar.
2. In the left sidebar, under Organization, click Integrations.
3. Find the Dropbox card. If the card shows Not configured on server, contact your account owner — the integration requires a server-side setup step before OAuth is available.
4. Click Connect. A Dropbox authorization pop-up opens.
5. Sign in to Dropbox (or confirm if already signed in) and approve Templified's access.
6. Close the pop-up when Dropbox confirms the authorization. Templified detects the closed window and shows Connected next to your account email.

If the pop-up is blocked, your browser will show a blocked-pop-up notice in the address bar. Allow pop-ups for studio.templified.io and click Connect again.

Choose a default folder

The default folder is a convenience starting point — it pre-fills the folder path when you add a Dropbox destination to a preset, and individual presets can always override it.

1. On the Dropbox card, click Change next to Default folder.
2. A folder picker opens showing your Dropbox hierarchy. Click to expand folders and select the one you want.
3. The chosen path appears in the Selected line below the picker.
4. Click Save. The card now shows the path under Default folder.

To remove the default folder entirely, click Clear. Presets that already specify their own path are unaffected.

Path templates: put renders in the right folder automatically

When you add a Dropbox destination to a Send-To preset, you set two fields — Folder path and File name — and both support variables in curly braces. Variables are filled in from the design at send time, so a single preset can route renders from different events or subjects to different folders without any manual renaming.

Available variables

Example

A folder path of /Renders/{main_event_code}_MainEvent and a file name of {design}.jpg produces a path like /Renders/1408_MainEvent/Smith John.jpg. Each event automatically gets its own subfolder.

Inserting variables

Click any variable chip in the preset editor to insert it at the cursor position in whichever field — Folder path or File name — is currently focused. A live Preview line below the fields shows what the resolved path would look like using sample values, so you can confirm the format before saving.

If a required variable is not set on a design when you send, Templified will prompt you to fill it in before the send proceeds. See Pre-flight prompts: filling in missing variables before sending for details.

Automatic retry on rate limits

Dropbox limits how many files can be written to the same folder in a short window. When this limit is reached, Templified automatically waits and retries the upload — you do not need to do anything. If the upload ultimately fails after retries, the Send-To queue row will show a failed status and you can retry from there.

To reduce rate-limit encounters when sending large batches, spread designs across subfolders using the {date} or {main_event_code} variable in your folder path rather than sending everything to one flat folder.

Using Dropbox in a Send-To preset

Once Dropbox is connected, you can add it as a destination to any preset.

1. Go to Settings → Send-To Presets.
2. Open or create a preset.
3. Click Add destination, then choose Dropbox from the dropdown.
4. Set the Folder path and File name for this destination. Use the variable chips to insert tokens (see the table above).
5. Click Add to save the destination. It now appears in the preset's destinations list.

When you fire this preset from the Send To tab in the editor or Studio, Templified renders the design and uploads it to the Dropbox path you configured. If the preset has other destinations attached — for example, a Webhook — the same render goes to all of them in one click.

Disconnect Dropbox

On the Dropbox card in Settings → Integrations, click Disconnect and confirm. Disconnecting removes Templified's access token. Any preset that includes a Dropbox destination will fail to deliver until you reconnect. The preset configuration itself is not deleted — reconnecting Dropbox immediately restores full functionality.

Related articles

• Integrations overview
• Send-To Presets: save a multi-destination send
• Configuring each destination type in a preset
• Pre-flight prompts: filling in missing variables before sending
• Sending overview: how delivery works