Clientify + Dropbox

Clientify + Dropbox integrations

Create folders in Dropbox for new deals in Clientify

Effortlessly organize your new deals from Clientify by creating dedicated folders in Dropbox. With this workflow, whenever a new deal is added in Clientify, a corresponding folder will be generated in Dropbox, streamlining your document management process and keeping everything neatly organized for a smoother workflow.

When this happens...
New DealTriggers when a new deal is created in Clientify.
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Clientify and Dropbox

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

- Tag
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created in clientify.
Trigger
Polling
Try It
- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
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

- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

New Company
Triggers when a new company is created in clientify.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search
Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

Similar apps

Google Drive

File Management & Storage, Google

Box

File Management & Storage

OneDrive

File Management & Storage, Microsoft