Connect Capsule CRM and Dropbox integrations

Connect Capsule CRM and Dropbox with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Dropbox to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Capsule CRM

Checks if a new case was created.

Capsule CRM

Checks if a new opportunity was created.

Capsule CRM

Checks if a new party was created.

Capsule CRM

Checks if a new task was created.

Capsule CRM

Triggers when an opportunity is created, updated or deleted.

Capsule CRM

Triggers when a party is created, updated or deleted.

Capsule CRM

Triggers when a case is created, updated or deleted.

Capsule CRM

Triggers when a task is created, updated or deleted.

Capsule CRM
Dropbox
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Action
Select an action...
Dropbox

Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.

Dropbox

Creates a file request.

Dropbox

Creates a new folder.

Dropbox

Creates a new text file(.doc) or overwrite an existing text file(.doc) with the provided content as plain text.

Dropbox

Creates or Updates a public share link to the file or folder (It allows to share the file or folder with anyone).

Dropbox

Permanently removes a file/folder from the server.

Dropbox

Deletes selected file requests.

Dropbox

Downloads a file from a specified folder.

Dropbox

Retrieves specified file request.

Dropbox

Performs an arbitrary authorized API call.

Dropbox

Moves a file or folder to a different location in the user's Dropbox.

Dropbox

Renames a file/folder in the user's Dropbox.

Dropbox

Restores a previous file version.

Dropbox

Updates a file request.

Dropbox

Uploads a file to a selected folder.

Dropbox

Retrieves a list of files or subforders in a specified folder.

Dropbox

Returns a list of file requests owned by this user.

Dropbox

Retrieves a list of file revisions needed to recover previous content.

Dropbox

Searches for files and folders by name.

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Build your Capsule CRM and Dropbox integrations.

Create custom Capsule CRM and Dropbox workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Dropbox
Copy a File or Folder

Copies a file or folder to a different location in the user's Dropbox. If the source path is a folder all its contents will be copied.

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Dropbox
Create a File Request

Creates a file request.

Action
Dropbox
Create a Folder

Creates a new folder.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action

Popular Capsule CRM and Dropbox workflows.

Looking to get more out of Capsule CRM and Dropbox? With Make you can visually integrate Capsule CRM and Dropbox into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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