Create shared links in Dropbox for new Wealthbox CRM contacts
Effortlessly share important documents with new contacts in your Wealthbox CRM by creating a Dropbox link for them. This seamless workflow automates the process of generating a shared link in Dropbox when a new contact is added to Wealthbox CRM. Stay organized and save time by streamlining your document-sharing process with this helpful automation.
Effortlessly share important documents with new contacts in your Wealthbox CRM by creating a Dropbox link for them. This seamless workflow automates the process of generating a shared link in Dropbox when a new contact is added to Wealthbox CRM. Stay organized and save time by streamlining your document-sharing process with this helpful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Shared Link
Creates a shared link for a file.
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