Integrating Dropbox with Capsule CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Dropbox and Capsule CRM
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Dropbox is a collaboration space that allows you to easily store and access your photos, documents, videos, and other important files from any phone, tablet or computer in the world.
About Capsule CRM
A capsule CRM is a type of customer relationship management software that is designed to be easily integrated into existing business applications. It typically includes features such as contact management, lead tracking, and sales automation, among others. Capsule CRMs are often used by small and medium-sized businesses, as they offer a cost-effective and streamlined solution for managing customer interactions.
Integrations for Capsule CRMIt's easy to connect Dropbox + Capsule CRM without coding knowledge. Start creating your own business flow.
- Triggers
-
New File in FolderTriggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.
-
New Folder
Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.
-
Contact Updated InstantTriggers when a contact is updated
-
New Contact Instant
Triggers when a new contact created.
-
New Opportunity Instant
Triggers when a new opportunity is created.
-
New Project Instant
Triggers when a new project is created.
-
New Task Instant
Triggers when a new task is created.
-
Project Updated Instant
Triggers when a project is updated.
-
Task Updated Instant
Triggers when a task is updated.
-
Updated Opportunity
Triggers when a opportunity is updated
- Actions
-
Create Folder
Generates a brand new folder at the specified path.
-
Create Text File
Generates a brand new text file from predefined plain text content.
-
Create or Append to Text File
Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.
-
Upload File
Upload an existing file or attachment up to 100 MB in size.
-
Create Contact
Create a new contact.
-
Create Project
Creates a Project
How Dropbox & Capsule CRM Integrations Work
-
Step 1: Choose Dropbox as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Capsule CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Dropbox to Capsule CRM.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.