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.
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.
- automatically do this!Create Task
Creates a new task.
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Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try ItSpace
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try ItSpace
Shared FolderRequired
Member Email AddressesRequired
Access LevelRequired
Notify Members?Required
Space
TitleRequired
Destination FolderRequired
Description
Deadline
Open for Uploads