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Agentcis + Dropbox

Agentcis + Dropbox

Agentcis + Dropbox integrations

Create Dropbox folders for new Agentcis prospects effortlessly

Manage your new prospects efficiently with this integrated workflow between Agentcis and Dropbox. When a potential client connects with your agency via Agentcis, a dedicated folder is instantly created within Dropbox, ensuring all pertinent documents and information stay organized. This automated process saves time, reduces clutter, and streamlines your sales process, allowing you to focus on nurturing your prospective client relationships.

  1. When this happens...
    New Prospect
    New Prospect
    New ProspectTriggers when a new prospect 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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Related Zap Templates

  • Create folders in Dropbox for new clients in Agentcis

 

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