Dropbox + Zoho CRM

Move files in Dropbox when contacts are new or updated in Zoho CRM

Effortlessly keep your customer files organized with this seamless workflow between Zoho CRM and Dropbox. Whenever a contact is added or updated in Zoho CRM, this automation will move the corresponding file to a specific folder in your Dropbox account. Stay on top of your file management and ensure that your team can easily access up-to-date information about your clients.

When this happens...
New or Updated Contact
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.
TriggerScheduled
automatically do this!
Move File
Moves a file to a new location at the path you specify.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- 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
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
Action
Search

New Lead
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.
Trigger
Scheduled
Try It
New or Updated Contact
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
Trigger
Scheduled
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- Space
- Folder PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
Action
Write
- Space
- FileRequired
- New NameRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
Action
Search

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.

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Related categories

File Management & Storage

Similar apps

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Dropbox + Zoho CRM

Move files in Dropbox when contacts are new or updated in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

New File in Folder

Space

Include files in subfolders?

Include file contents?

Delete File

Space

Important Information

Create Folder

Space

Move File

Space

Create or Append to Text File

Space

Create Shared Link

Space

Requested Visibility

Link Password

Expires At

Find Folder

Space

Include files in subfolders?

Include Deleted Folders?

Find File (Content Search)

Space

Include file contents?

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Trigger

Update Related Module Entry

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Module Entries

Optional Copy

Field name 2

Value 2

New Folder

Space

Include files in subfolders?

New or Updated File

Space

File

Include files in subfolders?

Include file contents?

Delete Folder