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.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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New Client
Triggers when a new client is added.
Try ItNew Prospect
Triggers when a new prospect is added.
Try ItIdRequired
Client Identifier
First Name
Last Name
Email
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Space
FolderRequired
Include files in subfolders?
Include file contents?
Include sharing link?
Try It
New Lead
Triggers when a new lead is added.
Try ItClient Identifier
First NameRequired
Last NameRequired
EmailRequired
Phone Number
Visa Expiry Date
Preferred Intake
Street
City
State
Zip Code
Assignee
Branch Id
Tags
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try ItSpace
FolderRequired
File
Include files in subfolders?
Include file contents?
Include sharing link?
Try It