Dropbox + JobProgress
Create folders in Dropbox for every new lead in JobProgress
Boost your organization and efficiency by setting up this workflow between JobProgress and Dropbox. When a new lead comes in via JobProgress, a corresponding folder is instantly created in your Dropbox account. This smooth process ensures all relevant documents and information related to the lead are centralized, making tracking and follow up simpler and more efficient.
Boost your organization and efficiency by setting up this workflow between JobProgress and Dropbox. When a new lead comes in via JobProgress, a corresponding folder is instantly created in your Dropbox account. This smooth process ensures all relevant documents and information related to the lead are centralized, making tracking and follow up simpler and more efficient.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Space
FolderRequired
Include files in subfolders?
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Space
FolderRequired
Include files in subfolders?
Include file contents?
Try It
