Dropbox integration
Connect Dropbox so documents in your deal folders reach Joymore for compliance review, and filed and closed documents land back in the right Dropbox folder.
What Joymore does
Many brokerages keep deal folders in Dropbox. Joymore can import documents straight from those folders into transaction files, where they go through compliance review like any other document. Clean files clear, and the exceptions that need judgment go to your team. Automations can also copy filed documents and approved closings back to the mapped Dropbox folder.
Once Dropbox is connected, Joymore automations can react to new files and new folders, and run Dropbox actions, like uploading a file or creating a share link. Joy can also work in Dropbox when someone on your team asks her to.
What you can do
- Import new deal folder documents. When files land in a Dropbox deal folder, an automation brings them into Joymore intake for review.
- Copy newly filed documents. When Joymore files a document, an automation copies it to the transaction's mapped Dropbox folder.
- Set up working folders at Active. When a transaction enters Active, an automation copies selected existing documents to the mapped Dropbox working folder.
- Archive approved closings. When a file is closed and broker approval is recorded, an automation archives the cover sheet and selected final documents together in Dropbox.
Ready-made automations
From the Joymore automation library.
Active file copies
Box
Dropbox
Google Drive+1Copy selected existing documents to each file's mapped cloud folder
When a file enters Active
TransactionsView automationArchive approved closings
BoxGoogle DriveDropbox+1Archive the cover sheet and selected final documents together
When a closed file has broker approval
TransactionsView automationNew document copies
BoxDropboxGoogle Drive+1Copy newly filed transaction documents to each file's mapped cloud folder
When Joymore files a new transaction document
TransactionsView automationNew file intake
DropboxOneDriveBring newly arriving folder documents into Joymore intake
When a new file arrives in a selected folder
TransactionsView automation
Available once connected
What automations can use in Dropbox.
Events Joymore can react to
- New File
- New Folder
- New or Modified File or Folder
Actions Joymore can run
- Create a Text File
- Create folder
- Create or Append to a Text File
- Create/Update a Share Link
- Delete a File/Folder
- Download and Export
- Download File Preview
- Download File to TMP
- Get Shared Link File
- Get Shared Link Metadata
- List All Files/Subfolders in a Folder
- List File Revisions
- List Shared Links
- Move a File/Folder
- Rename a File/Folder
- Restore a File
- Search files and folders
- Upload a File
- and 1 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Dropbox and Joymore questions
How do I connect Dropbox to Joymore?
Sign in to Joymore, open Settings, and connect your Dropbox account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use Dropbox?
No. Agents and staff keep saving to the same Dropbox folders. Joymore picks up documents from the folders you select, with no extra steps for agents.
What happens to documents imported from Dropbox?
They land on the transaction file and go through compliance review like any other document. Clean files clear, and the exceptions that need judgment go to your team.
Which Dropbox folders does Joymore use?
You choose. During setup you select the folders an automation watches for new documents and the folders it copies documents to.
