Connect Dropbox and Simpro
Integrate Dropbox with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New File in Folder in Dropbox
Create Company Customer in Simpro when New File in Folder in Dropbox
Create Individual Customer in Simpro when New File in Folder in Dropbox
Create Service Job in Simpro when New File in Folder in Dropbox
Find Job in Simpro when New File in Folder in Dropbox
Popular Dropbox + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Dropbox
When this happens...
New File in Folder
New or Updated File
Choose an action
Simpro
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
Create Contact in Simpro when New File in Folder in Dropbox
Use this flowCreate Company Customer in Simpro when New File in Folder in Dropbox
Use this flowCreate Individual Customer in Simpro when New File in Folder in Dropbox
Use this flowCreate Service Job in Simpro when New File in Folder in Dropbox
Use this flowFind Job in Simpro when New File in Folder in Dropbox
Use this flowFind Schedule in Simpro when New File in Folder in Dropbox
Use this flowFind Quote in Simpro when New File in Folder in Dropbox
Use this flowFind Company Customer in Simpro when New File in Folder in Dropbox
Use this flowCreate Schedule in Simpro when New File in Folder in Dropbox
Use this flowFind Contact in Simpro when New File in Folder in Dropbox
Use this flowSupported Triggers & Actions
Everything you can automate between Dropbox and Simpro.
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 Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
Do thisActions
Action is the task that follows automatically within your Dropbox integrations.
Delete File or Folder
Deletes a file or folder from Dropbox by its location; removing a folder deletes everything inside it.
Create Shared Link
Creates a shareable link for a file so you can send it to others.
Create Folder
Creates a new folder in Dropbox at the location you choose.
List Folder Contents
Lists the files and subfolders in a specified Dropbox folder.
Advance search
Search Dropbox for files and folders by file type, category, filename, or keywords.
Upload File to Dropbox
Save a file from a public web link to a chosen Dropbox folder and choose how to handle existing files (add, replace, or update).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Dropbox and Simpro workflows.
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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 moreSimilar apps
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Dropbox and Simpro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Dropbox and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where Dropbox triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Dropbox. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Dropbox and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dropbox and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
