Dropbox + Redtail CRM
Create Dropbox folders for new Redtail CRM activities to simplify organization
Streamline your workflow and stay organized by creating Dropbox folders for every new activity in your Redtail CRM. With this automation, each time a new activity is added in Redtail CRM, a corresponding folder will be generated in Dropbox, ensuring your documents are efficiently managed and easily accessible. Save time and reduce manual work by letting this integration handle your task organization.
Streamline your workflow and stay organized by creating Dropbox folders for every new activity in your Redtail CRM. With this automation, each time a new activity is added in Redtail CRM, a corresponding folder will be generated in Dropbox, ensuring your documents are efficiently managed and easily accessible. Save time and reduce manual work by letting this integration handle your task organization.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Folder
Triggers when a new folder is added. 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.
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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
