Dropbox + Roll
Create new Dropbox folders for every new company added in Roll
When a new company is added in Roll, this workflow effortlessly generates a corresponding folder in Dropbox. It simplifies the task of managing client information by maintaining a balanced system between these two platforms. As a consequence, you can concentrate more on building relationships and less on administrative chores.
When a new company is added in Roll, this workflow effortlessly generates a corresponding folder in Dropbox. It simplifies the task of managing client information by maintaining a balanced system between these two platforms. As a consequence, you can concentrate more on building relationships and less on administrative chores.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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New Company
Triggers when a new company is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
Primary Contact First Name
Primary Contact Last Name
Phone
Mobile
Email
Website
Address Line 1
Address Line 2
City / Town
State / Region
Postcode / Zip
Country
EmployeeRequired
ProjectRequired
Time DateRequired
Time Notes
Time (In Hours)Required
Rate
