Dropbox + Wealthbox CRM

Create tasks in Wealthbox CRM for new files in Dropbox folders

Stay organized and efficient with this workflow. When a new file is added to a specified Dropbox folder, a corresponding task is created in Wealthbox CRM. This way, you can ensure that all updated documents are accounted for in your CRM, keeping your project management streamlined and your records up-to-date.

When this happens...
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
Action
Write
- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder PathRequired
- Important Information
Action
Write

- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
- Include sharing link?
Action
Write

- Space
- FileRequired
- New NameRequired
Action
Write
- Space
- Shared Link URLRequired
- Allow Downloading With Shared Link?Required
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove PasswordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Include sharing link?
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove ExpirationRequired
Action
Write
- Space
- Shared Link URLRequired
- Audience
- Access
Action
Write
- Space
- Search queryRequired
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

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