How it works

Follow these 5 simple steps to start backing up customer files from Shopify orders to Dropbox

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects every new order in your Shopify store and kicks off the file backup process automatically.

When a customer completes a purchase in your Shopify store, this trigger captures the full order details including all line items and their properties. The system automatically monitors your store for new orders without any manual setup required. All order data gets passed to the next step for processing, ensuring no customer files are missed.

Loop: Get each product in the order

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step processes each product in the order individually, which is essential for orders containing multiple items with different files.

The Loop step takes the complete order from the trigger and breaks it down by line items, creating a separate processing path for each product purchased. This ensures that if a customer buys multiple products in one order, each product's files are handled separately. The step automatically iterates through all line items and passes each product's details to the next step for property examination.

Loop: Get each product's line item property

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step examines each product's custom properties to locate uploaded files, since file URLs are stored as product properties in Shopify.

The second Loop step processes the properties array for each line item from the previous step. It automatically cycles through all custom properties attached to each product, looking for file uploads that customers may have attached during checkout. Each property gets examined individually, with the property name and value data forwarded to the filter step for file identification.

Filter: Check for files

App connector: Filter • Time to complete: 2 minutes
Why this matters: This filter identifies which product properties contain customer file uploads by matching the property name to your specified file field.

You'll configure this filter to recognize your file upload field by entering the exact name of the product option used for file uploads in your store. For example, if customers upload files through a field called "Upload Your Design" or "Custom File," enter that exact text here. The filter compares each property name against your specified text and only allows properties containing file uploads to proceed to the Dropbox save action.

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Save File

App connector: Dropbox • Time to complete: 3 minutes
Why this matters: This action downloads the customer's file from Shopify and saves it to your organized Dropbox folder structure.

Connect your Dropbox account and specify where you want customer files saved using the file path field. The system automatically downloads each file from the Shopify-hosted URL and uploads it to your designated Dropbox location. You can customize the folder structure and file naming by adjusting the file path setting, ensuring files are organized in a way that makes sense for your business workflow.

Make it your own

Customize this workflow even further:

Set custom file organization
Create dynamic folder structures in Dropbox based on order details, such as organizing files by customer name, order number, or product type for easier retrieval.
Add notification alerts
Send email or Slack notifications to your team whenever customer files are successfully backed up, keeping everyone informed about new file submissions.
Connect multiple cloud storage services
Extend the workflow to save files to Google Drive, OneDrive, or other cloud services simultaneously, creating multiple backup locations for important customer files.
Filter by file type or size
Add conditions to only process specific file formats (like PDFs or images) or files above a certain size threshold, giving you more control over what gets backed up.

Frequently asked questions

What happens if a customer uploads multiple files for one product?
The workflow processes each file upload property separately, so if your product allows multiple file uploads, each file will be saved individually to Dropbox with its own unique path and filename.
Will this work with file uploads from product variants or options?
Yes, as long as the file upload field is configured as a product property or line item property in Shopify, the Loop steps will detect and process the files regardless of whether they're attached to specific variants or general product options.
What file formats and sizes does this workflow support?
The workflow supports any file format that Shopify allows customers to upload, and there are no additional size restrictions beyond Shopify's native file upload limits, since files are transferred directly from Shopify's servers to Dropbox.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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