Dropbox + PreciseFP
Save PreciseFP uploaded documents to Dropbox
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.
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.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Box
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File Management & Storage, MicrosoftAbout PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
