We’re excited to announce our latest integration with the top 5 cloud storage solutions: Google Drive, Dropbox, Box, OneDrive, and SharePoint.

What’s New?

• Seamless Integration: You can now easily copy your files to the appropriate folders using our powerful naming conventions that support dynamic variables.
  • Dynamic Names: Customize folder names using variables like:
    • /{contact_first_name} {contact_last_name}/{doc_name}
    • /{contact_company}/{item_path}/{doc_name}
  • Examples:
    • /John Doe/certificate.pdf
    • /ACME Corp/finance/certificate.pdf
• Flexible Sync Triggers: Choose when to trigger the synchronization:
  • When the file is uploaded to Collect
  • When the element is validated
  • When the request is completed

This update ensures that your files are always organized and accessible in your preferred cloud storage, enhancing your workflow efficiency. Happy syncing!