Integrating Dropbox with Vtiger by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Dropbox and Vtiger
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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 Vtiger
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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It's easy to connect Dropbox + Vtiger without coding knowledge. Start creating your own business flow.
- Triggers
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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.
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New Folder
Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.
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Lead Created or UpdatedTriggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
- Actions
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Create Folder
Generates a brand new folder at the specified path.
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Create Text File
Generates a brand new text file from predefined plain text content.
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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.
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Upload File
Upload an existing file or attachment up to 100 MB in size.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
How Dropbox & Vtiger Integrations Work
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Step 1: Choose Dropbox as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Vtiger as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Dropbox to Vtiger.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.