Dropbox + Redtail CRM
Move files in Dropbox when Redtail CRM contacts are updated
Effortlessly organize your Dropbox files when a contact is updated in Redtail CRM with this seamless workflow. Whenever a contact's information changes in your CRM, this automation will move the associated file in Dropbox to your desired location. Save time and ensure that your contact-related files are always in the right place without any manual work.
Effortlessly organize your Dropbox files when a contact is updated in Redtail CRM with this seamless workflow. Whenever a contact's information changes in your CRM, this automation will move the associated file in Dropbox to your desired location. Save time and ensure that your contact-related files are always in the right place without any manual work.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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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.
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