Create Dropbox folders for updated Redtail CRM contacts
Effortlessly organize your client files with this handy workflow. When a contact is updated in Redtail CRM, a new folder will be created in Dropbox to store any relevant client information. Keep your documents tidy and accessible while ensuring your data stays current with this seamless automation.
Effortlessly organize your client files with this handy workflow. When a contact is updated in Redtail CRM, a new folder will be created in Dropbox to store any relevant client information. Keep your documents tidy and accessible while ensuring your data stays current with this seamless automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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