Dropbox + Redtail CRM
Create Dropbox files for new Redtail CRM activities
Effortlessly save and organize your Redtail CRM activities with this seamless workflow. Whenever a new activity is created in Redtail CRM, the associated file will be uploaded to Dropbox, ensuring your important documents are always easily accessible and well-organized in the cloud. Enhance your CRM experience by streamlining file management with this time-saving automation.
Effortlessly save and organize your Redtail CRM activities with this seamless workflow. Whenever a new activity is created in Redtail CRM, the associated file will be uploaded to Dropbox, ensuring your important documents are always easily accessible and well-organized in the cloud. Enhance your CRM experience by streamlining file management with this time-saving automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- 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.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
