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How to Automate Document Upload to Tofu with Make.com (Dropbox & Other Sources)

Use the Tofu app on Make.com to automatically send documents from Dropbox or other cloud storage to Tofu, so you no longer need to upload files manually.

Written by Jess B

📌 Tofu has built-in integrations for Google Drive, SharePoint, Email, and WhatsApp. If your documents are stored somewhere else, such as Dropbox, pCloud or Box, you can use the Tofu app on Make.com to send new files to Tofu automatically.

This guide uses Dropbox as the example. The same steps work for any storage source that Make.com supports.


Before You Start

You will need:

  • A Make.com account. You will use your own account, and the free plan works for low volumes.

  • A Dropbox account, or an account for another cloud storage.

  • Admin access in Tofu, so you can create an API key.

  • The Tofu app invite link: https://www.make.com/en/hq/app-invitation/4b7e493d3691c94b8d93695126577631


Step 1: Create a Tofu API Key

  • In Tofu, go to Organization Settings → API Keys.

  • Create a new API key and copy it.

You will paste this key into Make.com later. Keep it private, since anyone with this key can upload documents to your organization.


Step 2: Install the Tofu App in Make.com

  • Open the Tofu app invite link and sign in to your Make.com account.

  • Install the Tofu app. It will now appear in your list of apps when building scenarios.


Step 3: Create a New Scenario

  • In Make.com, click Create a new scenario.

A scenario is an automation that runs on its own once you set it up. You will add 3 modules to it.


Step 4: Add the Dropbox Trigger

  • Click the first module and search for Dropbox.

  • Select Watch Folder.

  • Sign in to your Dropbox account when prompted.

  • Select the folder you want to monitor. Example: Apps/Tofu Accounting/Client A

  • Set it to watch new files only. If it also watches modified files, editing a file can send it to Tofu again and create a duplicate.


Step 5: Add the Download Module

  • Click + to add another module.

  • Select Dropbox → Download a File.

  • In the File ID field, select the file from the Watch Folder step.

This tells Make.com to grab the actual file so it can be sent to Tofu.


Step 6: Add the Tofu Upload Document Module

  • Add one more module and select Tofu → Upload Document.

  • Click Add next to Connection and paste your API key from Step 1. Make.com checks the key right away, so if it is wrong you will see an error here.

  • Fill in the fields:

    • Entity: choose which Tofu entity the documents should go to.

    • Document Type: choose AP Bill, AR Invoice, Bank Statement, or Direct Expense.

    • File Name and File Data: select them from the Download a File step.


Step 7: Schedule and Activate

  • Click the clock icon on the first module to set how often the scenario runs. Example: every 15 minutes.

  • Turn the scenario ON.

From this point on, every file you add to your Dropbox folder is automatically sent to Tofu.


Step 8: Verify in Tofu

  • Add a test file to your Dropbox folder and run the scenario once.

  • In Tofu, open the entity you selected. The document will appear with the status Processing.

Good to know

  • Supported file types: PDF, PNG, JPG, JPEG, GIF, TIFF, WEBP.

  • Maximum file size: 20 MB per file. On Make.com's free plan, files over 5 MB will not go through, so upgrade your Make.com plan if you work with larger files.


Troubleshooting

  • Invalid API key: If you see a connection error in Make when pasting your API key, double check you copied it in full from Tofu Settings, then API Keys. If it is still invalid, create a new key and try again.

  • Wrong entity selected: If documents are landing in the wrong entity, open the Tofu Upload Document module and update the Entity field, then run the scenario again.

  • File too large: Tofu accepts files up to 20 MB. On Make's free plan, files over 5 MB will not go through. Upgrade your Make.com plan, or compress the file before uploading.

  • Unsupported file type: Tofu only accepts PDF, PNG, JPG, JPEG, GIF, TIFF, and WEBP for this upload path. Convert other file types before uploading.

  • Duplicate uploads: If the same document uploads more than once, check that your Dropbox Watch Folder step is set to watch new files only. If it also watches modified files, editing a file will send it to Tofu again.


FAQ

Can I use a different storage service instead of Dropbox?
Yes. Swap the Dropbox modules for any storage service Make.com supports, such as pCloud, Box, OneDrive, or Amazon S3. The Tofu Upload Document step stays the same.

What does Auto-detect do?
When you leave Document Type as Auto-detect, Tofu identifies whether the file is an AP Bill, AR Invoice, Bank Statement, or Direct Expense for you, so you do not need to choose a type manually.

Is my API key safe?
Yes. Make.com masks your API key in its logs, so it is never shown in plain text.


✅ Pro Tips

  • Create one scenario for each document type. For example, one folder and scenario for AP Bills and another for Bank Statements, so every file goes to the right place automatically.

  • To use a different storage source, simply swap the Dropbox modules. Make.com supports pCloud, Box, OneDrive, FTP, Amazon S3, and many others, and the Tofu Upload Document step stays the same.

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