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.
- An engagement is completed in PreciseFP.
- Zapier will upload a zip file with all documents to Dropbox.
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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 an existing file or attachment not bigger than 100 MB.
Triggers when a Client or Prospect is created.
Creates a brand new text file from plain text content you specify.
Triggers when a client or prospect completes an engagement.
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Engages a client or co-client with the desired template.
Triggers when a client or prospect is engaged.
Creates a new client or prospect account.