Connect Dropbox and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New File in Folder
New or Updated File
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Dropbox and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
New or Updated File
Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Dropbox integrations.
Set or Remove Shared Link Password
Set or remove the expiration date/time for a Dropbox shared link. Optionally return the updated shared link metadata.
Delete File
Deletes the specified file.
Create Shared Link
Creates a shared link for a file.
Delete Folder
Deletes the specified folder.
Create Folder
Creates a new folder at the path you specify.
List Dropbox Folder Contents
Return the files and subfolders in a specified Dropbox folder. Options include recursive listing, including deleted entries, and returning media info.
Know More About Dropbox and Sage Sales Management Integrations
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Step by step guides to integrate Dropbox and Sage Sales Management
Frequently Asked Questions
To start, connect both your Dropbox and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Dropbox data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Dropbox and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dropbox and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dropbox
Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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