Agentcis + Dropbox

Create folders in Dropbox for new clients in Agentcis

Streamline your client onboarding process with this handy workflow. When a new client is added in Agentcis, a corresponding folder is created in Dropbox, keeping your client-related files organized and easily accessible. This efficient setup ensures you don't have to switch between apps, saving you valuable time. Experience smoother operations and improved document management by implementing this workflow today.

Streamline your client onboarding process with this handy workflow. When a new client is added in Agentcis, a corresponding folder is created in Dropbox, keeping your client-related files organized and easily accessible. This efficient setup ensures you don't have to switch between apps, saving you valuable time. Experience smoother operations and improved document management by implementing this workflow today.

  1. When this happens...
    AgentcisAgentcis
    New Client

    Triggers when a new client is added.

    TriggerScheduled
  2. automatically do this!
    DropboxDropbox
    Create Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

    ActionWrite
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Supported triggers and actions

  • Agentcis triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Scheduled
    Try It
  • Agentcis triggers, actions, and search

    New Prospect

    Triggers when a new prospect is added.

    Trigger
    Scheduled
    Try It
    • IdRequired

    • Client Identifier

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include file contents?

    • Include sharing link?

    Trigger
    Scheduled
    Try It
  • Agentcis triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Scheduled
    Try It
    • Client Identifier

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone Number

    • Visa Expiry Date

    • Preferred Intake

    • Street

    • City

    • State

    • Zip Code

    • Assignee

    • Branch Id

    • Tags

    Action
    Write
    • Space

    • FolderRequired

    • Include files in subfolders?

    • Include sharing link?

    Trigger
    Scheduled
    Try It
    • Space

    • FolderRequired

    • File

    • Include files in subfolders?

    • Include file contents?

    • Include sharing link?

    Trigger
    Scheduled
    Try It
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agentcis logo

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

Related categories

  • CRM (Customer Relationship Management)

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dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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