Dropbox + Zoho CRM + QuickBooks Online Integrations
How to connect Dropbox + Zoho CRM + QuickBooks Online
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Do even more with Dropbox + Zoho CRM + QuickBooks Online
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Zoho CRM, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
New FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger- New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger
- Create FolderCreates a brand new folder at the path you specify.Action
- Upload FileUpload an existing file or attachment not bigger than 100 MB.Action
- Move FileMoves a file to a new location at the path you specify.Action
- Create Text FileCreates a brand new text file from plain text content you specify.Action
- Create or Append to Text FileAdds a new line to an existing text file, or creates a file if it doesn't exist.Action
- Rename FileRenames a file that you specify.Action
- Dropbox
Creates a shared link for a file.
Scheduled
Action
- Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action
- Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
- Zoho CRM
Add attachment to the selected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- QuickBooks Online
Triggered when you add a new account.
Scheduled
Trigger
- QuickBooks Online
Triggers when a new bill is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new customer.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new estimate.
Scheduled
Trigger
- QuickBooks Online
Triggers when a new expense is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
- QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new credit memo.
Scheduled
Action
- QuickBooks Online
Adds a new customer.
Scheduled
Action
- QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
- QuickBooks Online
Creates a new product or service.
Scheduled
Action
- QuickBooks Online
Creates a new journal entry.
Scheduled
Action
- QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
- QuickBooks Online
Creates a new purchase order.
Scheduled
Action
- QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
- QuickBooks Online
Send an existing invoice.
Scheduled
Action
- QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
- QuickBooks Online
Creates a new single time activity.
Scheduled
Action
- QuickBooks Online
Updates an existing customer.
Scheduled
Action
- QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new vendor.
Scheduled
Action
- QuickBooks Online
Find an account by name.
Scheduled
Action
- QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
- QuickBooks Online
Find an invoice by number.
Scheduled
Action
- QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
- QuickBooks Online
Find a vendor by name.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
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How Dropbox + Zoho CRM + QuickBooks Online Integrations Work
- Step 1: Authenticate Dropbox, Zoho CRM, and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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