Client Hub + Dropbox
Create new Client Hub companies from new Dropbox files in folders
Organize new files and manage your clients effectively with this easy workflow. When you add a new file to a specific folder in Dropbox, a new client company is created in Client Hub immediately. This workflow ensures that the process of managing and keeping track of your clients is seamless, efficient, and hassle-free.
Organize new files and manage your clients effectively with this easy workflow. When you add a new file to a specific folder in Dropbox, a new client company is created in Client Hub immediately. This workflow ensures that the process of managing and keeping track of your clients is seamless, efficient, and hassle-free.
- When this happens...New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
- automatically do this!Create New Client Company
Creates a new Client Company
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Space
FolderRequired
Include files in subfolders?
Try ItSpace
FolderRequired
File
Include files in subfolders?
Include file contents?
Try ItSpace
FolderRequired
FileRequired
Overwrite
Specify File Name
Specify File Extension
Space
FolderRequired
File NameRequired
File ContentRequired
Overwrite
Space
FolderRequired
Include files in subfolders?
Include file contents?
Try ItSpace
FolderRequired
Folder NameRequired
Space
FileRequired
New LocationRequired
Space
FolderRequired
File NameRequired
File ContentRequired
