Redbird AI syncs files, documents, and reports between Dropbox and Dynamics 365 automatically. Stop manually uploading invoices, downloading exports, or organizing files across systems — let AI handle the routing, naming, and storage.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When invoices or POs are finalized in Dynamics 365, automatically generate PDFs and save them to structured Dropbox folders by customer, month, or entity. Redbird maintains folder hierarchy and naming conventions without manual uploads.
When files are added to designated Dropbox folders, automatically attach them to corresponding product or inventory records in Dynamics 365. Redbird maps filenames to SKUs and updates item master data with the latest assets.
Schedule automated exports of P&L statements, balance sheets, and management reports from Dynamics 365, then route them to department-specific Dropbox folders. Redbird formats, names, and organizes reports for executive and finance team access.
When vendors upload contracts, certifications, or compliance documents to shared Dropbox folders, automatically attach them to the correct vendor record in Dynamics 365. Redbird parses metadata and links files to the right supplier entity.
Whenever a quote reaches 'Presented' status in Dynamics 365, generate a PDF and save it to the customer's Dropbox folder with standardized naming. Redbird maintains a complete audit trail of all customer proposals outside your ERP.
Link project documentation, specifications, and deliverables from Dropbox to corresponding project records in Dynamics 365. Redbird monitors designated folders and updates project attachments as teams add or revise files.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dropbox and Dynamics 365 with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Dynamics 365's entity structure, document management tables, and attachment relationships — plus Dropbox's folder hierarchy, file metadata, and sharing permissions.
Redbird maps Dynamics 365 entities like accounts, invoices, products, and projects to Dropbox folders and files intelligently. The platform recognizes standard fields like AccountNumber, InvoiceId, and ItemNumber, then matches them to your Dropbox naming conventions and folder patterns. When documents arrive in either system, Redbird knows where they belong and how to name, tag, and route them — no brittle path mappings or manual configuration required.
faster than exporting reports from Dynamics 365 and manually uploading to Dropbox
Redbird can pull from Dropbox and Dynamics 365 simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dropbox or Dynamics 365.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dropbox into Dynamics 365, or from Dynamics 365 back into Dropbox. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any file event in Dropbox or any record change in Dynamics 365 — Redbird handles the rest.
Trigger when a new file is uploaded to a specific Dropbox folder or subfolder path.
Trigger when an existing file in Dropbox is modified, replaced, or versioned.
Trigger when a new folder is created in a monitored Dropbox directory structure.
Save a file to a specific Dropbox folder with custom naming and path logic.
Generate nested folders in Dropbox based on record data or naming templates.
Set sharing permissions and generate access links for Dropbox files or folders.
Trigger when an invoice status changes to final or posted in Dynamics 365.
Trigger when a quote moves to 'Presented' or 'Active' status in the sales module.
Trigger when product master data, pricing, or inventory fields are modified.
Link a file from external storage to an account, product, project, or transaction record.
Modify product attributes, descriptions, or custom fields based on file metadata.
Add timestamped notes or annotations to vendor or customer records with file references.
Sync Dropbox and Dynamics 365 with AI that understands both systems. Stop manually moving files between cloud storage and your ERP — automate document workflows in minutes.