Collaborate on Dropbox Invoice for Organizations with Ease Using airSlate SignNow

Dropbox invoice for organizations

foreign [Music] welcome to another tutorial on how to optimize your business processes and how to automate it even further with the help of invoiceberry and zapier my name is Uber I'm the founder of invoiceberry a simple online invoicing software for small business owners today we're looking at Dropbox and how to connect invoiceberry with Dropbox in order to optimize your business processes so specific use cases that whenever we add a client to invoiceberry we will also create a folder in Dropbox for that client that is great for any businesses that need to have client data in the Dropbox either backed up online for themselves or shared with a team for example if you're a web designer and you add a new client to your invoiceberry account you want to also create a Dropbox folder for that client all right so let's dive right into it I just go into my Dropbox account so as you can see I just have one folder for clients and that folder is empty right now okay let's go to sepia and let's search for invoice vary because this time invoice baby will be the trigger and Dropbox will be see action as a trigger what we want is a new client we could also create a new folder for every new item or quote or invoice or expense but in this case we just want to say for new clients let's create a new client folder and as the action as you can see here there are different options but we could even upload a file but we want to create a folder let's click on try it and now as the first step we have to connect Dropbox and invoice query to zapier alright so let's click on connect and for inverse Berry we need the API key and the API password to connect it to Sapia so let's head over to invoiceberry click on settings main settings and Integrations and here you find the API key and the API password let's copy the key pop it into here and let's go to the password copy it pop it into here and let's click on continue perfect our invoiceberry account has been connected to Sapia let's click on next it's now getting some data from our invoiceberry account if you have not set up any clients in the past you might have to create a client in your invoice baby account by going to clients and just click on new client I've already got clients in my account so Sapia just took the newest client okay so let's connect our Dropbox account just click on connect and that's it perfect let's just click on next and now you have to select the folder where you want the new client folders to appear in in this case I just have one folder clients you might have more folders so just select the correct folder and click on next now you have to select the folder name of the newly created folder most likely you just want to take the company name of your client so I just click here and it should be the sample client limited let's just go to invoiceberry so this is the sample data zapier got from invoiceberry and let's click on next let's end the test okay let's check Dropbox click on clients here's our folder perfect so let's just click on next and turn on the sap and test it once more okay perfect so our sap is now live so let's go to invoice Berry and run one more test let's click on new client and I will create a new client let's say John Smith and let's just leave this empty for now add client so now we have this new client here so here we have our new client in invoice Berry so let's quickly go to Dropbox it might take a few minutes but let's go to Dropbox and see if the chance mess folder has been created so let's click here on Dropbox here all my files I click on clients this is a sample client limited from earlier and perfect here's the new folder all right that's it thanks a lot for listening and if you've got any questions on how to optimize your business workflow and how to automate your business please don't hesitate to leave a comment underneath this video happy invoicing and bye bye for now [Music]