I need someone to show me how to setup two integrations on my account:
First, I want an integration that allows me automatically upload to dropbox any file we upload to any column on monday.com.
By this I mean that we use different columns for different files we generate during the design process, and I want the team to be able to just upload it to monday, and then have it automatically saved to the client’s folder on dropbox.
Second, I need to automatically upload a list from either sheets/excel/pdf and convert it to subitems for a client.
As in, with client A we have a list of the 10 things we have to buy for them, and we want to have that source file uploaded automatically as subitems for the client. This way we don’t have input all of the materials manually anymore for each of our clients.
This is an example of the type of information the source file has (which we want converted tu subitems with different columns)
Please, any one that can help with will be greatly appreciated. Ideally I would like to hire one person that could help with both scenarios.