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  • Insightly logoInsightly logo

Dropbox + Insightly Integrations

How to connect Dropbox + Insightly

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  • Dropbox triggers, actions, and search
    New Folder
    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
    Trigger
    Scheduled
  • Dropbox triggers, actions, and search
    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.
    Trigger
    Scheduled
  • Dropbox triggers, actions, and search
    Create Folder
    Creates a brand new folder at the path you specify.
    Action
    Write
  • Dropbox triggers, actions, and search
    Upload File
    Upload an existing file or attachment not bigger than 100 MB.
    Action
    Write
  • Dropbox triggers, actions, and search
    Move File
    Moves a file to a new location at the path you specify.
    Action
    Write
  • Dropbox triggers, actions, and search
    Create Text File
    Creates a brand new text file from plain text content you specify.
    Action
    Write
  • Dropbox triggers, actions, and search
    Create or Append to Text File
    Adds a new line to an existing text file, or creates a file if it doesn't exist.
    Action
    Write
  • Dropbox triggers, actions, and search
    Rename File
    Renames a file that you specify.
    Action
    Write
  • Dropbox

    Creates a shared link for a file.

    Scheduled

    Action

  • Dropbox

    Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Action

  • Dropbox

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    Scheduled

    Action

  • Dropbox

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

    Scheduled

    Action

  • Insightly

    Triggers when a record is deleted.

    Instant

    Trigger

  • Insightly

    Triggers when a new record is created.

    Instant

    Trigger

  • Insightly

    Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

    Instant

    Trigger

  • Insightly

    Triggers when a record is updated.

    Instant

    Trigger

  • Insightly

    Creates a Record

    Scheduled

    Action

  • Insightly

    Updates a Record

    Scheduled

    Action

  • Insightly

    Finds an existing Record

    Scheduled

    Action

How Dropbox + Insightly Integrations Work

  1. Step 1: Authenticate Dropbox and Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Dropbox Tutorials

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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.
Learn more

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

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