Dropbox
When this happens...
PreciseFPNew Engagement Completed
Then do this...
DropboxUpload File

Having a hard time sorting through all documents uploaded by your clients and prospects? Enable this integration and Zapier will automatically upload a zip file with all documents uploaded to a client or prospect engagement.

How this PreciseFP-Dropbox integration works.

  1. An engagement is completed in PreciseFP.
  2. Zapier will upload a zip file with all documents to Dropbox.

Apps involved

  • PreciseFP
  • Dropbox

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Dropbox + PreciseFP and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
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.

Upload File

Upload an existing file or attachment not bigger than 100 MB.

New Client/Prospect

Triggers when a Client or Prospect is created.

Create Text File

Creates a brand new text file from plain text content you specify.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create or Append to Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist.

New Folder

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

Create Engagement

Engages a client or co-client with the desired template.

New Engagement Created

Triggers when a client or prospect is engaged.

Create Account

Creates a new client or prospect account.

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Become a Zapier Integration Partner

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.

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

See PreciseFP Integrations