Dropbox + Practice Better
Upload files to Dropbox when new clients are added in Practice Better
With this workflow, as soon as you add a new client in Practice Better, it instantly captures and uploads a relevant file to Dropbox. It's a seamless process that saves time and reduces the hassle of manual file management. Ensuring all your necessary documentation stays up-to-date and easily accessible for each new client you work with.
With this workflow, as soon as you add a new client in Practice Better, it instantly captures and uploads a relevant file to Dropbox. It's a seamless process that saves time and reduces the hassle of manual file management. Ensuring all your necessary documentation stays up-to-date and easily accessible for each new client you work with.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.
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