Attaches a deal to an existing investment in Dealpath.

Attaches a property to an existing asset in Dealpath.

Attaches a property to an existing loan in Dealpath.

Creates a new deal in Dealpath.

Uploads a file to a deal in Dealpath.

Creates a new folder within a deal in Dealpath.

Creates a new investment in Dealpath.

Creates a new property in Dealpath.

Deletes a deal from Dealpath. This action cannot be undone.

Clears the value of a custom field on a deal in Dealpath.

Clears the value of a custom field on a property in Dealpath.

Deletes a fund from Dealpath. This action cannot be undone.

Deletes a loan from Dealpath. This action cannot be undone.

Detaches a deal from an investment in Dealpath.

Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.

Downloads the actual file content from Dealpath. Use this after "Get Files on Deal" or "Get Files on Asset" to download individual files.

Updates an existing deal name in Dealpath.

Updates one or more custom fields on an asset.

Updates one or more custom fields on a loan.

Updates an existing fund name in Dealpath.

Updates an existing property name in Dealpath.

Searches for deals, assets, properties, or loans in Dealpath by name, address, or other text. Returns the first matching records for use in later steps.

Retrieves a single deal by ID from Dealpath.

Retrieves all values for a specific field across multiple records in Dealpath.

Retrieves all custom field values for a deal in Dealpath.

Retrieves all custom field values for a loan in Dealpath.

Retrieves a list of files (metadata only) belonging to an asset. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of file tag definitions from Dealpath.

Retrieves a list of folders belonging to a deal in Dealpath.

Retrieves a list of investments from Dealpath.

Retrieves a list of properties from Dealpath with optional filtering.

Retrieves role assignments for an asset in Dealpath.

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Adds a member to a folder.

Create a file request that allows external users to upload files to your Dropbox. Advanced features like deadlines require a paid Dropbox account.

Deletes the specified folder.

Upload an existing file or attachment not bigger than 500 MB.

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

Renames a file that you specify.

Allow or deny the download permission for an existing shared link.

Set or remove the password of an existing shared link.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.

Lists all files and folders within a specific Dropbox folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Attaches a deal to an existing fund in Dealpath.

Attaches an investment to an existing fund in Dealpath.

Attaches a property to an existing deal in Dealpath.

Creates a new asset in Dealpath.

Uploads a file to an asset in Dealpath.

Creates a new folder within an asset in Dealpath.

Creates a new fund in Dealpath.

Creates a new lease in Dealpath.

Creates a new loan in Dealpath.

Deletes an asset from Dealpath. This action cannot be undone.

Clears the value of a custom field on an asset in Dealpath.

Clears the value of a custom field on a loan in Dealpath.

Permanently deletes a file from Dealpath. This action cannot be undone.

Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.

Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.

Detaches a property from a loan in Dealpath.

Updates an existing asset name in Dealpath.

Updates the workflow status of a deal in Dealpath.

Updates one or more custom fields on a deal.

Updates one or more custom fields on a property.

Updates an existing investment name in Dealpath.

Updates an existing loan name in Dealpath.

Searches for people in your Dealpath organization by name or email address. Returns matching members for use in assigning roles or tasks.

Retrieves a list of assets from Dealpath with optional filtering.

Retrieves a list of deals from Dealpath with optional filtering.

Retrieves all custom field values for an asset in Dealpath.

Retrieves all custom field values for an investment in Dealpath.

Retrieves all custom field values for a property in Dealpath.

Retrieves a list of files (metadata only) belonging to a deal. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of folders belonging to an asset in Dealpath.

Retrieves a list of funds from Dealpath.

Retrieves a list of loans from Dealpath with optional filtering.

Retrieves a single property by ID from Dealpath.

Retrieves role assignments for a deal in Dealpath.

Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Creates a copy of a file in a new location.

Deletes the specified file.

Creates a brand new folder at the path you specify.

Moves a file to a new location at the path you specify.

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Creates a shared link for a file.

Set or remove the expiration date of an existing shared link.

Set the visibility and access level for an existing shared link.

Search for files and folders using advanced filters like file type, category, and content matching.

Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Find existing shared links for files or folders in your Dropbox.