Connect Advantage Anywhere and Dropbox to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead or Prospect Created" from Advantage Anywhere.

Add your action

An action happens after the trigger—such as "Copy File" in Dropbox.

You’re connected!

Zapier seamlessly connects Advantage Anywhere and Dropbox, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead or Prospect Created
Triggers when there's a new lead or prospect is created in Advantage Anywhere.
Trigger
Polling
Try It
- Note Content
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Category Name
  Required
- Company
- Email
  Required
- Phone Number
- Additional Phone
- Address
- Address Extended
- City
- State
- Zip Code
- Country
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- Folder
  Required
Action
Write

- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write

- Space
- Folder
  Required
- Folder Name
  Required
- File
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- Folder Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include file contents?
- Include sharing link?
Action
Search

New Referral Source
Triggers when a new referral source is created in Advantage Anywhere.
Trigger
Polling
Try It
- Notification Message
  Required
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- Folder
  Required
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
- File
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Folder Name
  Required
- Include file contents?
- Include sharing link?
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Advantage Anywhere and Dropbox to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Dropbox on the Zapier blog

Make work flow with AI

Level up your Advantage Anywhere to Dropbox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!

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About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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File Management & Storage

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