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Dropbox + NextAgency

Add new files in Dropbox to tasks in NextAgency

Whenever a new file is uploaded into a folder, there will be a new task created in NextAgency. This will help organize files for folks who are still using Dropbox instead of files library within NA.

Whenever a new file is uploaded into a folder, there will be a new task created in NextAgency. This will help organize files for folks who are still using Dropbox instead of files library within NA.

  1. When this happens...
    DropboxDropbox
    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.

    TriggerScheduled
  2. automatically do this!
    NextAgencyNextAgency
    Create Task

    Will create task in nextagency.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Space

    • FolderRequired

    • Include files in subfolders?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • File

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • FileRequired

    • Overwrite

    • Specify File Name

    • Specify File Extension

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    • Overwrite

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • Folder NameRequired

    Action
    Write
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write
    • Space

    • FolderRequired

    • File NameRequired

    • File ContentRequired

    Action
    Write
dropbox logo
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 moreHelp

Related categories

  • File Management & Storage

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nextagency logo
nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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