Dropbox + Pipedrive + Plumsail Documents Integrations
How to connect Dropbox + Pipedrive + Plumsail Documents
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Do even more with Dropbox + Pipedrive + Plumsail Documents
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Pipedrive, and Plumsail Documents. And don’t forget that you can add more apps and actions to create complex workflows.
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSpace
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSpace
Shared FolderRequired
Member Email AddressesRequired
Access LevelRequired
Notify Members?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
File PathRequired
Important Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FolderRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FileRequired
New LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FolderRequired
File NameRequired
File ContentRequired
Include sharing link?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
PathRequired
Requested Visibility
Link Password
Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Shared Link URLRequired
Set or Remove ExpirationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Shared Link URLRequired
Audience
Access
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Search queryRequired
Search path
Order by
File status
Search filenames only
File extensions
File categories
ActionThis is an event a Zap performs.SearchFind existing data in your appSpace
FolderRequired
Include files in subfolders?
File NameRequired
Include Deleted Files?
Include file contents?
Include sharing link?
ActionThis is an event a Zap performs.SearchFind existing data in your appSpace
Path
Direct links only
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSV fileRequired
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive fileRequired
Password
Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML fileRequired
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Image contentRequired
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Mapppings
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Result Type
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Enable printingRequired
Enable modificationRequired
Enable extract dataRequired
Enable annotateRequired
PDF owner password
PDF user password
Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Text contentRequired
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Shared Folders
Triggers when a shared folder is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSpace
FolderRequired
File
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSpace
FileRequired
New LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Folder PathRequired
Important Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FolderRequired
FileRequired
Overwrite
Specify File Name
Specify File Extension
Include sharing link?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FolderRequired
File NameRequired
File ContentRequired
Overwrite
Include sharing link?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FileRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Shared Link URLRequired
Allow Downloading With Shared Link?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
Shared Link URLRequired
Set or Remove PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space
FolderRequired
Include files in subfolders?
Folder NameRequired
Include Deleted Folders?
Include sharing link?
ActionThis is an event a Zap performs.SearchFind existing data in your appSpace
FolderRequired
Search TermRequired
Include file contents?
Include sharing link?
ActionThis is an event a Zap performs.SearchFind existing data in your appSpace
FolderRequired
Include contents of subfolders?
Include deleted files and folders?
Include media info?
Include sharing link?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFilenameRequired
File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File nameRequired
Password
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email fileRequired
Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
JSON dataRequired
Lock form fields
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImagesRequired
Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Delimiter
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Content of CSV documentRequired
Delimiter
Rows Count
Use first line as headers
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Overlay fileRequired
Overlay layer
Start page
End page
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Split typeRequired
Filename Prefix
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Dropbox + Pipedrive + Plumsail Documents Integrations Work
- Step 1: Authenticate Dropbox, Pipedrive, and Plumsail Documents.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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