Dropbox

Dropbox is a file-hosting service that offers cloud-based storage. This document describes how to connect the IBM watsonx Orchestrate to Dropbox. This document describes how to connect IBM watsonx Orchestrate to Dropbox and use its skills on watsonx Orchestrate.

Before you begin

  1. Enable the pop-up window on your browser.
  2. You must have a Dropbox account, see How to get Dropbox
  3. If you want to authenticate with Google, you must have a Google account.
  4. If you want to authenticate with Apple, you must have an Apple account.

How to get Dropbox

You get Dropbox from the official Dropbox website. Create Dropbox account and choose a plan. To integrate Dropbox with watsonx Orchestrate, all plans are supported.

Connecting to Dropbox

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection on watsonx Orchestrate SaaS

You can connect to Dropbox by using Dropbox credentials, Gmail credentials, or Apple credentials.

Note: If you already have an active Dropbox connection in your browser, that connection is used for the authentication. To connect to a different Dropbox, log out of watsonx Orchestrate first.

Connecting with Dropbox credentials

The following procedure describes how to connect watsonx Orchestrate to Dropbox by using a Dropbox account.

  1. Click Connect app.
  2. From the authentication page, on Email, set the email of your Dropbox account and click Continue.
Important: If you see the fields Email, First name, Last name, and Password, then you don't have a Dropbox account associated with the email that you used. First create a Dropbox account and repeat the procedure.
  1. On Password, set the password of your Dropbox account and click Continue.
    • If you see the warning Before you connect this app..., click Continue.
  2. On the permissions page, click Allow.

Connecting with Gmail credentials

The following procedure describes how to connect watsonx Orchestrate to Dropbox by using a Google account.

  1. Click Connect app.
  2. From the Dropbox authentication page, click Continue with Google.
  3. Set your Google account email and click Next.
  4. On Password, set your Google account password and click Next.
    • If you see the Confirm you want to sign in to Dropbox page, click Confirm.
  5. From the Dropbox authentication page, click Agree and Sign up.
    • If you see the warning Before you connect this app..., click Continue.
  6. On the permissions page, click Allow.

Connecting with Apple credentials

The following procedure describes how to connect watsonx Orchestrate to Dropbox by using an Apple account.

  1. Click Connect app.
  2. From the Dropbox authentication page, click Continue with Apple.
  3. On Apple ID, set your Apple account email and click next button.
  4. On Password, set your Apple account password and click Next.
    • If you see the Confirm you want to sign in to Dropbox step, click Confirm.
  5. From Dropbox authentication page, click Agree and Sign up.
    • If you see the warning Before you connect this app..., click Continue.
  6. On permissions page, click Allow.

Result

The authentication page automatically closes, and when you return to the Dropbox app page, the text Connected is display instead of the Connect app button.

Configuring the connection on watsonx Orchestrate on-premises

To connect watsonx Orchestrate to Dropbox, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Access token: Specify either the long-lived or short-lived access token. To generate these values, start by creating an application in the Dropbox app console. See here, for more information. The creation of new long-lived access tokens will be deprecated soon.
    • Refresh token: Specify the refresh token that is generated and the short-lived access token. You can obtain the short-lived and refresh token pair by performing the Dropbox OAuth 2.0 authorization code flow steps. This property is only required if you have provided the short-lived access token.
    • Client ID: Specify the app key found in the settings page of your Dropbox application. This property is only required if you have provided the short-lived access token.
    • Client secret: Specify the app secret found in the settings page of your Dropbox application. This property is only required if you have provided the short-lived access token.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Technical parameters

The following table contains the technical parameters required by some skills of this app and instructions to retrieve them.

Parameters Details
Auto rename Select to automatically rename an uploaded file if another file with the same name exists.
File type The type of the file. Select text for files with text content or binary for everything else.
Mute Disable alerts when a file is modified.
Path Path to the folder to create the file.

Setting paths on Dropbox skills

Dropbox skills might require you to set folder paths or file paths on forms. You can copy these paths from Dropbox. An example of a file path is /folder1/folder2/file.fileType.

When you copy paths from Dropbox, remove any spaces between slashes (/). The following example is an invalid file path: /folder1 / folder2 / file.txt. A valid example is /folder1/ folder2/file.txt, without spaces.

In the following image, the Path field of a Dropbox skill receives the value /textFiles/txt, which is the path of a file in a Dropbox repository.

Configured skill
Figure 1: Dropbox skill with the Path field filled.

File created on Dropbox
Figure 2: Dropbox page with an uploaded file.

What to do next

After you connect to the app, you can use the Dropbox skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps