Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

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.

Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

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.