- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Find folders and create files in Dropbox when new files are uploaded for clients in Copilot
This automation boosts your client document management by finding folders and creating files in Dropbox when new files are uploaded for clients in Copilot. It ensures your client-related documents are synchronized and accessible in both Copilot and Dropbox, simplifying document retrieval and improving client service.Note: Make sure to map the relevant form fields to the appropriate task details in Asana for accurate and comprehensive task creation
