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Agentcis + Dropbox

Agentcis + Dropbox

Agentcis + Dropbox integrations

Create folders in Dropbox for new clients in Agentcis

Streamline your client onboarding process with this handy workflow. When a new client is added in Agentcis, a corresponding folder is created in Dropbox, keeping your client-related files organized and easily accessible. This efficient setup ensures you don't have to switch between apps, saving you valuable time. Experience smoother operations and improved document management by implementing this workflow today.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new client is added.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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More things you can do with Agentcis and Dropbox

Discover other triggers and actions you can use with Agentcis and Dropbox

  • Agentcis triggers, actions, and search
    New Client

    Triggers when a new client is added.

    Trigger
    Polling
    Try It
    • Id
      Required
    • Client_identifier
    • First_name
    • Last_name
    • Email
    • Phone_number
    • Visa_expiry_date
    • Preferred_intake
    • Street
    • City
    • State
    • Zip_code
    Action
    Write
    • Client_identifier
    • First_name
      Required
    • Last_name
      Required
    • Email
      Required
    • Phone_number
    • Visa_expiry_date
    • Preferred_intake
    • Street
    • City
    • State
    • Zip_code
    • Assignee
    • Branch_id
    • Tags
    Action
    Write
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
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About Agentcis
Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.
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About Dropbox
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.
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