Create integrations between CRM Web App and Dropbox to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try ItNew Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try ItFirst NameRequired
Last NameRequired
Email
Company
Address
City
State
Zip Code
Country
Phone
Mobile
Fax
Web Address
Related To
Social Security
DOB
First NameRequired
Last NameRequired
Email
Company
Address
City
State
Zip Code
Country
Phone
Mobile
Fax
Web Address
Related To
Social Security
DOB
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try ItNew Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try ItFirst NameRequired
Last NameRequired
Email
Company
Address
City
Zip Code
State
Country
Phone
Mobile
Fax
Web address
Related To
Social Security
DOB
Space
FolderRequired
Include files in subfolders?
Try It