SiteCapture + Salesforce + Dropbox Integrations

How to connect SiteCapture + Salesforce + Dropbox

Zapier lets you send info between SiteCapture and Salesforce and Dropbox automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with SiteCapture + Salesforce + Dropbox

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SiteCapture, Salesforce, and Dropbox. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Template Key

    • StatusRequired

    • Include Images and Report

    • Include originals (high res) in images zip file

    • Only include flagged photos in images zip file

    • Include folders in images zip file

    • Include Template Fields

    • Report Type

    • Retrieve only recent projects updated in 60 minutes

    • Maximum number of Projects to retrieve

    Trigger
    Scheduled
    Try It
    • Project IdRequired

    • User IdRequired

    • Notify User

    • Remove Previous Assignee Access

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Project IdRequired

    • Send initial Email

    • Send Email Reminders

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Template KeyRequired

    • Container Project Id

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Project IdRequired

    • Due date

    • Status

    • Fields

    Action
    Write

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How SiteCapture + Salesforce + Dropbox Integrations Work

  1. Step 1: Authenticate SiteCapture, Salesforce, and Dropbox.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
sitecapture logo
sitecapture logo

About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.
Help

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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dropbox logo
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 moreHelp

Related categories

  • File Management & Storage

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