Connect Dropbox and WORKetc CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Folder" from Dropbox.

Add your action

An action happens after the trigger—such as "Create Company" in WORKetc CRM.

You’re connected!

Zapier seamlessly connects Dropbox and WORKetc CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write

- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write

- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search
- Tags
- Tag Options
- Assigned To
- Project Type
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Type of Update
  Required
- Tags
- Tag Options
- Lead Owner
Trigger
Instant
Try It
- Company Name
  Required
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
Action
Write
- First Name
- Last Name
- Primary Email
- Company
- Cell Phone Number
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
Action
Write
- Support Case Name
  Required
- Person
  Required
- Company
- Assigned To
- Priority
- Status
- Category
- Deadline
- Tags
- Description Type
- Description
Action
Write
- Lead
  Required
- Lead Name
- Sales Process
- Status
- Client
- Owner
- Referred By
- Value
- Source
- Close Date
- Description Type
- Description
- Add Tags
- Remove Tags
Action
Write
- Support Case
  Required
- Priority
- Status
- Category
- Assigned To
- Add Tags
- Remove Tags
Action
Write
- Contact Type
  Required
- Search Criteria
  Required
- Search Term
  Required
Action
Search
- Search Criteria
  Required
- Search Term
  Required
Action
Search

Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search
- Tags
- Tag Options
- Lead Owner
- Sales Process
Trigger
Instant
Try It
- Keywords in Support Case Name
- Priority
- Tags
- Tag Options
- Assigned To
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Project Type
  Required
Trigger
Instant
Try It
- Lead Name
  Required
- Sales Process
  Required
- Status
- Client
- Owner
- Referred By
- Tags
- Value
- Source
- Close Date
- Description Type
- Description
Action
Write
- Product Sale Title
  Required
- Created By
- Client
- First Billing Date
- Catalog Item
- Price
- Unit
- Qty
- Shipping
- Non-Billable
Action
Write
- Company
  Required
- Company Name
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Person
  Required
- First Name
- Last Name
- Primary Email
- Company
- Job Title
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Search Criteria
  Required
- Search Term
  Required
Action
Search
- Search Criteria
  Required
Action
Search

For AI agents & developers

Use Dropbox and WORKetc CRM with AI agents and code

Beyond Zap workflows. Call Dropbox and WORKetc CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Dropbox and WORKetc CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Folder Member
Create Company

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Dropbox and WORKetc CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* dropbox / worketc-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Dropbox and WORKetc CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Dropbox on the Zapier blog

Make work flow with AI

Level up your Dropbox to WORKetc CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

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About WORKetc CRM

WORKetc combines CRM, project management, billing, sales, help desk, and more with a powerful automation engine to drive your business to the next level.

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