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Plumsail Documents + Dropbox + Pipedrive Integrations

How to connect Plumsail Documents + Dropbox + Pipedrive

Zapier lets you send info between Plumsail Documents and Dropbox and Pipedrive automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Plumsail Documents + Dropbox + Pipedrive

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 Plumsail Documents, Dropbox, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • Folder NameRequired

    Action
    Write
    • Space

    • FileRequired

    • New LocationRequired

    Action
    Write

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How Plumsail Documents + Dropbox + Pipedrive Integrations Work

  1. Step 1: Authenticate Plumsail Documents, Dropbox, and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

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  • Documents
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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