Create a folder in Dropbox when a contact is created in Bitrix24

■Overview

Do you manually create folders when linking customer information managed in Bitrix24 with related files stored in Dropbox? This task is not only time-consuming but can also lead to human errors, such as forgetting to create a folder. By using this workflow, you can automate the integration between Bitrix24 and Dropbox. Whenever a new Contact is created, a corresponding folder is automatically created in Dropbox, helping you resolve these challenges smoothly.

■Who Should Use This Template

• Anyone who manages customer information in Bitrix24 and manually creates folders in Dropbox
• Anyone who wants to connect Bitrix24 and Dropbox to streamline the management of customer-related files
• Anyone who wants to automate routine tasks triggered by new customer registrations and focus on core operations

■Benefits of This Template

• A Dropbox folder is automatically created whenever a Contact is added to Bitrix24, reducing the time spent on manual tasks.
• Prevent naming errors and missed folder creation that can occur during manual setup, improving the accuracy of file management.

■Workflow Overview

1. First, connect Bitrix24 and Dropbox to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new Contact is created.”
3. Then, set the Dropbox “Create a folder” action as an operation.
4. Finally, set the Bitrix24 “Update a Contact” action as an operation and reflect the URL of the created folder and other details in the Contact information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.

■Customization Options

• When setting the Dropbox action to create a folder, specify the destination folder path as needed.
• You can freely set the folder name by combining Bitrix24 Contact information obtained by the trigger, such as the company name, with fixed text.

■Notes

• ‍‍Connect both Bitrix24 and Dropbox to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.