Automatically attach, organize, and archive Dropbox files as Pipefy cards move through your pipeline.
Dropbox folders are created or updated automatically whenever a Pipefy card advances to a new phase.
Relevant files are attached to Pipefy cards the moment they are created, eliminating pre-meeting folder hunting.
Completed Pipefy cards trigger Dropbox archiving so finished-project files stay organized without extra steps.
When a Pipefy card is created, Neotask searches Dropbox by card fields and attaches matching file links immediately.
As cards advance through Pipefy phases, corresponding Dropbox folders move to match the updated workflow stage.
A new Hiring or client card in Pipefy instantly creates a named Dropbox folder ready for document uploads.
Marking a Pipefy card as done moves its Dropbox files to an archive folder, keeping active storage clean.
When a card enters a review phase, Neotask generates Dropbox shared links and posts them directly to the card.
Connect your Dropbox and Pipefy accounts through Neotask settings using your existing credentials.
Describe the file behavior you want - such as 'create a Dropbox folder when a new card is added to my Procurement pipe' - in plain language.
Neotask runs the automation continuously, moving and attaching files as cards progress through Pipefy without further input.
| Capability | Dropbox | Pipefy |
|---|---|---|
| Trigger on new items | New files added | New cards created |
| Update records | Rename or move files | Update card fields or phase |
| Organize content | Create and manage folders | Create pipes and cards |
| Search and retrieve | Find files by name or path | Find cards by filter |
| Share access | Generate shared links | Assign cards to members |
Process management tools like Pipefy are only as effective as the supporting materials that travel with each card. When files live in Dropbox but cards live in Pipefy, the gap between them creates friction - team members search folders before calls, forget to attach contracts during reviews, and leave completed-project files cluttering active directories.
Neotask closes that gap by treating your file storage and process pipeline as a single connected system. Describe the behavior you want in plain language and Neotask handles the coordination.
When a recruiter creates a candidate card in Pipefy, Neotask can create a Dropbox folder named after the candidate and attach its link to the card in the same motion. No copy-pasting folder URLs.
When a sales proposal moves from Draft to Review, the matching Dropbox folder can relocate automatically from a working directory into a shared review location - so the right people see it without being sent individual links.
When legal marks a contract card as done, its Dropbox files move to a dated archive folder. Active storage shrinks; nothing gets lost.
For teams running dozens of active pipes - onboarding, procurement, client delivery - manual file management does not scale. Neotask runs these file automations reliably without requiring technical setup, webhooks, or no-code platform configurations. Connect your accounts, describe the workflow, and the automation runs on its own.
Dropbox handles storage. Pipefy handles process. Neotask makes them talk to each other.
Use Pipefy card field values like client name or project code as Dropbox folder names to keep storage automatically organized.
Set up a dedicated Dropbox archive folder per pipe so completed card files are easy to audit later.
Combine folder creation and link attachment in a single prompt so new cards arrive fully stocked from the start.
Yes. You connect both accounts once through Neotask settings. Neotask uses those authenticated connections to read from Dropbox and write to Pipefy on your behalf. Credentials are stored securely.
Yes. You can ask Neotask to run a one-time operation that creates folders for all cards currently in a pipe, not just new ones created after the automation is set up.
Common triggers include card creation, phase changes, field updates, and card completion. Most Pipefy card events can be used to drive Dropbox folder creation, moves, renames, or link generation.
Neotask checks for existing folders before creating new ones. You can specify whether to skip, rename, or add to existing folders - just describe the behavior you want when setting up the automation.
Let Neotask handle file organization as your pipeline moves - no manual uploads, no missing attachments.
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