Loading

Capsule CRM + Dropbox

Create text files in Dropbox for new or updated Capsule CRM contacts

Easily keep track of new or updated contacts in your Capsule CRM by creating a text file in Dropbox with this automation workflow. Whenever there's a change in your contact list, this intuitive workflow quickly generates a text file in your designated Dropbox folder, ensuring you have an up-to-date record and can effortlessly stay organized and informed on your important contacts.

Easily keep track of new or updated contacts in your Capsule CRM by creating a text file in Dropbox with this automation workflow. Whenever there's a change in your contact list, this intuitive workflow quickly generates a text file in your designated Dropbox folder, ensuring you have an up-to-date record and can effortlessly stay organized and informed on your important contacts.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Create Text File

    Creates a brand new text file from plain text content you specify.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
dropbox logo
dropbox logo

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.

Related categories

Similar apps

Google Drive integrationsGoogle Drive integrations

Google Drive

File Management & Storage, Google
Box integrationsBox integrations

Box

File Management & Storage
OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft