Dropbox + Workiz integrations
Create new Dropbox folders for new Workiz jobs
Start a new job in Workiz and need to keep your files in order? This workflow will help you do just that. Whenever a new job is added in Workiz, a matching folder is created in Dropbox promptly. This way, all your important job documents are organized right, eliminating the need for manual transferring of files and ultimately boosting your productivity. Get your work streamlined with this quick and easy workflow.
- When this happens...New JobTriggers when a new job is created.
- automatically do this!Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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More things you can do with Workiz and Dropbox
Discover other triggers and actions you can use with Workiz and Dropbox
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Try ItTriggerPolling
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.
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Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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