AgencyBloc + Dropbox integrations
Attach new Dropbox files to AgencyBloc activities
Looking to quickly attach files from a specific Dropbox folder to AgencyBloc? Use this template to add activities to an agent’s record in AgencyBloc with the file attached.
- When this happens...New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
- automatically do this!Create ActivityCreates an Activity in AgencyBloc.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Dropbox and AgencyBloc
Discover other triggers and actions you can use with Dropbox and AgencyBloc
- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
ActionWrite- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
ActionWrite
- Shared Folders
Triggers when a shared folder is added.
Try ItTriggerPolling - Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Try ItTriggerPolling- Space
- FileRequired
- New LocationRequired
ActionWrite- Space
- File PathRequired
- Important Information
ActionWrite
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Related categories
Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Related categories






