Create a team folder in Dropbox when a new task is created in Capsule CRM

■Overview

Are you spending too much time manually creating Dropbox folders to store related files every time you create a new task in Capsule CRM? Manual folder creation can lead to missed folders and naming errors, which may also affect information sharing across your team.
With this workflow, you can seamlessly connect Capsule CRM and Dropbox and automatically create a related team folder whenever a task is created.

■Recommended for

• Anyone who wants to connect task management in Capsule CRM with file management in Dropbox
• Anyone who wants to eliminate the time and human errors associated with manually creating folders
• Project managers who want to standardize file management across their team and prevent work from becoming dependent on individuals

■Benefits of this template

• When a task is created in Capsule CRM, a folder is automatically generated in Dropbox, reducing the time previously spent on manual work.
• Prevent human errors such as missed folders and incorrect naming conventions, helping maintain consistent file management quality.

■Workflow steps

1. First, connect Capsule CRM and Dropbox with Yoom.
2. Next, select Capsule CRM as the trigger and set the action to “When a new task is created.”
3. Then, set Dropbox’s “Create a folder (team folder)” action as the operation.
4. Finally, set Capsule CRM’s “Update a task” action as the operation and change the task status or other details as needed.

※“Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.

■Customization options

• When creating a folder in Dropbox, dynamically set the folder name using information retrieved by the trigger, such as the Capsule CRM task name.
• When updating a Capsule CRM task, configure the workflow as needed—for example, by adding the URL of the Dropbox folder you created to the task details.

■Notes

• ‍‍Connect both Capsule CRM and Dropbox with Yoom.
• When creating a task in Capsule CRM, enter the folder name in the Additional Detail field.
• See below for how to retrieve the contents of Additional Detail from Capsule CRM.
  See the instructions here