Capsule CRM and Dropbox integrations and automations

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Customize your Capsule CRM and Dropbox integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM

    • Any other trigger you can think up

Dropbox
  • New file revision Real-time
    New file revision in Dropbox
  • New lines in CSV file Batch
    New lines in CSV file in Dropbox
  • New line in CSV file Real-time
    New line in CSV file in Dropbox
  • New/updated file in directory Real-time
    New/updated file in Dropbox
  • New/updated CSV file in directory Real-time
    New/updated CSV file in Dropbox
  • New/updated line in CSV file Real-time
    New/updated line in CSV file in Dropbox

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM

    • Any other action you can think up

Dropbox
  • Custom action
    Custom action in Dropbox (Custom)
  • Copy file or folder
    Copy file or folder in Dropbox
  • Create folder
    Create folder in Dropbox
  • Delete file or folder
    Delete file or folder in Dropbox
  • Download file
    Download file from Dropbox
  • Move/rename file or folder
    Move/rename file or folder in Dropbox
  • Read CSV file lines Batch
    Read CSV file lines from Dropbox
  • Search files Batch
    Search files in Dropbox
  • Search folders Batch
    Search folders in Dropbox
  • Update CSV file in dropbox
    Update CSV file in dropbox
  • Upload file using file contents
    Upload file to Dropbox using file contents
  • Upload file from URL
    Upload file from public URL to Dropbox
  • Upload multiline file
    Upload multiline file to Dropbox

    • Any other action you can think up

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