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Copper + Dropbox

Create text files in Dropbox for new people in Copper

Easily keep track of new contacts in your Copper CRM by automatically creating a text file in Dropbox. With this workflow, whenever a new person is added to Copper, a text file containing their details will be generated and stored in Dropbox. Keep your contact information organized and efficiently accessible, saving you time and effort.

Easily keep track of new contacts in your Copper CRM by automatically creating a text file in Dropbox. With this workflow, whenever a new person is added to Copper, a text file containing their details will be generated and stored in Dropbox. Keep your contact information organized and efficiently accessible, saving you time and effort.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Create Text File

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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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.

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