--- title: "Connect Dropbox and vTiger CRM - APIANT.ai" description: "When \"New File in Folder\" fires in Dropbox, your agent runs \"Create Contact\" in vTiger CRM." canonical: "https://apiant.ai/connect/dropbox-to-vtiger-crm" --- # Connect Dropbox and vTiger CRM When **New File in Folder** fires in [Dropbox](https://apiant.ai/connections/dropbox), your agent runs **Create Contact** in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), or **New Contact (polling)** in vTiger CRM to **Upload file** in Dropbox. Describe the whole flow and it is built, tested on every scenario and kept running. Dropbox **1** trigger Dropbox **21** actions vTiger CRM **6** triggers vTiger CRM **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dropbox and vTiger CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Dropbox and vTiger CRM can do together ### From Dropbox to vTiger CRM - When **New File in Folder** in Dropbox then **Create Contact** in vTiger CRM - When **New File in Folder** in Dropbox then **Create Lead** in vTiger CRM ### From vTiger CRM to Dropbox - When **New Contact (polling)** in vTiger CRM then **Upload file** in Dropbox - When **New event** in vTiger CRM then **Upload File from URL** in Dropbox Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Dropbox and vTiger CRM ## Triggers and actions 7 triggers · 39 actions - Trigger **New File in Folder** Triggers when a new file appears in the folder you choose. - Action **Add folder member** Invites one or more people or groups to a Dropbox shared folder with the access level you choose. The caller must be an owner or editor of the shared folder. - Action **Copy File or Folder** Copy a file or folder from one path to another. - Action **Create Folder** Create a folder at the given path. - Action **Create Shared Link** Create a shareable link for a file or folder. - Action **Delete File or Folder** Delete a file or folder at the given path. - Action **Download file** Download a file from the connected Dropbox account. - Action **Get Current Account** Get information about the connected Dropbox account. - Action **Get File Metadata** Get metadata for a file or folder. - Action **Get space usage** Returns the connected Dropbox account's storage usage and allocation. - Action **Get Temporary Link** Get a temporary direct-download link for a file (valid ~4 hours). - Action **List file revisions** Lists the revisions of a Dropbox file, newest first, by file path or file id. - Action **List Folder** List the contents of a folder. - Action **List Folder Members** Returns the members of a shared folder: users, groups and pending invitees with their access levels. - Action **List Shared Links** List shared links for the account, optionally filtered by path. - Action **Move File or Folder** Move a file or folder from one path to another. - Action **Restore file** Restores a specific earlier revision of a file to the given path in Dropbox. - Action **Revoke shared link** Revoke a Dropbox shared link so it no longer grants access. - Action **Search Files** Search for files and folders matching a query. - Action **Share folder** Share a Dropbox folder so collaborators can be added to it. Creates the folder if the path does not exist yet. - Action **Upload file** Uploads a file (up to 150 MiB) to a path in the connected Dropbox account. - Action **Upload File from URL** Save a file from a public URL directly into Dropbox at the given path. - Trigger **New Contact (polling)** Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New event** Triggered when any new event is added to your calendar. - Trigger **New Lead (polling)** Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New opportunity** Triggered when a new opportunity (Potential) is created in vTiger CRM. - Trigger **New organization** Triggered when any new organization (Account) is added in vTiger CRM. - Trigger **New ticket** Triggered when any new ticket (HelpDesk record) is added. - Action **Create Account** Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields. - Action **Create Contact** Create a Contact in vTiger. Provide lastname (required) and any other Contact fields. - Action **Create Lead** Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields. - Action **Create Opportunity** Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields. - Action **Create Record** Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values). - Action **Create Ticket** Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields. - Action **Delete Record** Delete a vTiger record by its id (e.g. 11x123). - Action **Describe Module** Describe the fields and metadata of a vTiger module. - Action **Get Current User (me)** Return the logged-in vTiger user — useful as a connection/auth smoke test. - Action **List Accounts** List Accounts (organizations) via VTQL. Optional limit (default 100). - Action **List Contacts** List Contacts via VTQL. Optional limit (default 100). - Action **List Leads** List Leads via VTQL. Optional limit (default 100). - Action **List Modules (listtypes)** List all accessible vTiger modules (element types). - Action **List Opportunities** List Opportunities (Potentials) via VTQL. Optional limit (default 100). - Action **List Tickets** List Help Desk Tickets via VTQL. Optional limit (default 100). - Action **Query (VTQL)** Run a vTiger Query Language (VTQL) SELECT statement and return matching records. - Action **Retrieve Record** Retrieve a single record by its vTiger record id (e.g. 11x123). - Action **Update Record** Update an existing vTiger record. The element JSON must include the record id and all mandatory fields. ## Each app on its own - [ **Dropbox** Dropbox cloud file storage. Upload, download, move, copy, delete, and search files and folders; create...](https://apiant.ai/connections/dropbox) - [ **vTiger CRM** vTiger is an open source CRM forked from the popular SugarCRM.](https://apiant.ai/connections/vtiger-crm) Reviews ## What our customers say ## More from Dropbox - [ **Dropbox to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/dropbox-to-mailchimp) - [ **Dropbox to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/dropbox-to-sendgrid) - [ **Dropbox to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/dropbox-to-klaviyo) - [ **Dropbox to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/dropbox-to-typeform) - [ **Dropbox to MySQL** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/dropbox-to-mysql) - [ **Dropbox to FFXIV Collect** FFXIV Collect tracks collectable content in Final Fantasy XIV — mounts, minions, orchestrion rolls, emotes...](https://apiant.ai/connect/dropbox-to-ffxiv-collect) ## More into vTiger CRM - [ **HubSpot to vTiger CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vtiger-crm) - [ **Salesforce to vTiger CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vtiger-crm) - [ **Slack to vTiger CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vtiger-crm) - [ **Google Sheets to vTiger CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-vtiger-crm) - [ **Gmail to vTiger CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vtiger-crm) - [ **Google Calendar to vTiger CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vtiger-crm) Questions ## Dropbox and vTiger CRM, answered ### ### What can start an automation from Dropbox? Any of Dropbox's 1 trigger in the catalog, including New File in Folder. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in vTiger CRM when something happens in Dropbox? Any of vTiger CRM's 18 actions, including Create Account, Create Contact, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from vTiger CRM to Dropbox? Yes. When something happens in vTiger CRM, your agent can act in Dropbox too. This page covers both directions: vTiger CRM's triggers and Dropbox's actions are listed here as well. ### ### Do I have to build a connector for Dropbox or vTiger CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Dropbox and vTiger CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.