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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Dropbox + SlackGet notified in Slack when a file is added to your Dropbox folder Read More...
Dropbox + Google SheetsAdd new Google Sheet rows for every new Dropbox file Read More...
Dropbox + Google CalendarCreate New Google Calendar Events from New Dropbox Files Read More...
It's easy to connect Dropbox + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.
Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Generates a brand new folder at the specified path.
Generates a brand new text file from predefined plain text content.
Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.
Upload an existing file or attachment up to 100 MB in size.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.