
When this happens...
New File in Folder
New or Updated File

Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
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.
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Triggers when a new individual customer is updated
Action is the task that follows automatically within your Dropbox integrations.
Set or remove the expiration date/time for a Dropbox shared link. Optionally return the updated shared link metadata.
Deletes the specified file.
Creates a shared link for a file.
Deletes the specified folder.
Creates a new folder at the path you specify.
Return the files and subfolders in a specified Dropbox folder. Options include recursive listing, including deleted entries, and returning media info.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dropbox and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Dropbox data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between Dropbox and Simpro 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 Simpro. 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.
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 MoreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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