PreciseFP + Dropbox Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Dropbox, with as many as 39 possible integrations. Are you ready to find your productivity superpowers?
Save PreciseFP uploaded documents to Dropbox
Having a hard time sorting through all documents uploaded by your clients and prospects? Enable this integration and Zapier will automatically upload a zip file with all documents uploaded to a client or prospect engagement.
How this PreciseFP-Dropbox integration works.
- An engagement is completed in PreciseFP.
- Zapier will upload a zip file with all documents to Dropbox.
It's easy to connect PreciseFP + Dropbox and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a Client or Prospect is created.
Engages a client or co-client with the desired template.
Triggers when a client or prospect completes an engagement.
Creates a new client or prospect account.
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Upload an existing file or attachment not bigger than 100 MB.
Triggers when a client or prospect is engaged.
Creates a brand new text file from plain text content you specify.
Triggers when a client or prospect opens an engagement.
Adds a new line to an existing text file, or creates a file if it doesn't exist.
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