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Dropbox + Salesforce

Create folders in Dropbox for updated records in Salesforce

Stay organized and save time with this Salesforce to Dropbox workflow. Whenever a field is updated on a Salesforce record, this automation creates a corresponding folder in your Dropbox account. Streamline your data management and ensure your important files have a designated place, making it easier to locate and share them.

Stay organized and save time with this Salesforce to Dropbox workflow. Whenever a field is updated on a Salesforce record, this automation creates a corresponding folder in your Dropbox account. Streamline your data management and ensure your important files have a designated place, making it easier to locate and share them.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    DropboxDropbox
    Create Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
Learn moreHelp

Related categories

  • File Management & Storage

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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