Create new Dropbox folders for Wealthbox CRM contacts
Effortlessly organize your Wealthbox CRM contacts by creating folders in Dropbox for each new contact added. This workflow streamlines your file management, allowing you to easily find and access relevant documents and information for your clients. Save time and stay organized with this seamless integration between Wealthbox CRM and Dropbox.
Effortlessly organize your Wealthbox CRM contacts by creating folders in Dropbox for each new contact added. This workflow streamlines your file management, allowing you to easily find and access relevant documents and information for your clients. Save time and stay organized with this seamless integration between Wealthbox CRM and Dropbox.
- When this happens...New Contact
Triggers when a new contact 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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