Integrate Vitally with Dropbox to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Vitally

A trigger is an event that starts your Zap and runs the workflow. For example, with Vitally, a trigger could be "Customer Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Dropbox

An action is what takes place after the automation is triggered. For example, with Dropbox, the action could be "Delete File."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Vitally to Dropbox

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your Vitally to Dropbox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Vitally and Dropbox to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
Try It

Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It

List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
Try It
- Segment
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write
- Space
- Folder
  Required
- Include files in subfolders?
Trigger
Scheduled
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
- Overwrite
- Specify File Name
- Specify File Extension
Action
Write
- Space
- Folder
  Required
- Name
  Required
- File
- Overwrite
Action
Write
- Space
- File Path
  Required
- Name
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Name
  Required
- Include Deleted Folders?
- Include file contents?
Action
Search

List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Projects
Lists all Projects
Trigger
Scheduled
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
Try It
Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Customer
  Required
Action
Write
- Customer
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Name
  Required
Action
Write
- Space
- File Path
  Required
- Folder
  Required
Action
Write
- Space
- Folder
  Required
- Name
  Required
- File
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Name
  Required
- Include Deleted Folders?
Action
Search
- Space
- Folder
  Required
- Name
  Required
- Include file contents?
Action
Search

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About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

File Management & Storage

Similar apps

Google Drive

File Management & Storage, Google

Box

File Management & Storage

OneDrive

File Management & Storage, Microsoft

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