Dropbox + ServeManager
Create folders in Dropbox for new companies in ServeManager
Effortlessly organize your ServeManager data with this convenient automation. Whenever a new company is created in ServeManager, this workflow will create a corresponding folder in your Dropbox account. Stay organized and easily access your files without the manual hassle, saving time and boosting productivity.
Effortlessly organize your ServeManager data with this convenient automation. Whenever a new company is created in ServeManager, this workflow will create a corresponding folder in your Dropbox account. Stay organized and easily access your files without the manual hassle, saving time and boosting productivity.
- When this happens...New Company
Triggers when a new company is created.
- 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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Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
