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Need - gmail / dropbox integration / forms to email templates

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Barry_Voltz
4 - Data Explorer
4 - Data Explorer

I’m looking to have the Link from the dropbox folder and/or file, stored on a case (ticket) I DO NOT want the files to be stored on airtable as they are very large. I keep the files in dropbox and work them via file manager. I really like the button in gmail to add the link from dropbox to the email.

I’m looking to have a simple helpdesk like fuction so all the related emails to the design are in airtable for both Q/A and history.

Looking to setup automatic reminders, when the status = X to the customer.

Looking to create an email form based canned response that is used by staff to fill out to send to the customer on that case. in the form are choices and calculations for the price.

Is this possible to do?

6 Replies 6
Anonymous
Not applicable

Hello,

My name is Eric and I’d be happy to go over my ideas with you via a phone consultation if you’d like.

Would you be available to schedule a call so we can discuss your project in detail so I can hear your ideas and provide a price and turn around time to get this going.

If you’d like to discuss your project, please schedule a free consultation with me via this link:

You can also connect with me on linkedin - http://linkedin.com/in/eckline

Best,

Eric

openside
10 - Mercury
10 - Mercury

Hi @Barry_Voltz - we are experts in automating workflows in airtable. Let’s jump on a call to discuss.

Our services:
https://openside.com/airtable-services

Dan

I have a feeling that your CRM product may be great framework for what I do … It is not sales but it is has the same feel as
Helpdesk

Case Management

Customer management…

Which fits in the wheel house of CRM

let me know when you have time…

Thanks,

Barry

Sure @Barry_Voltz - find a time that works here: https://drift.me/openside

Anonymous
Not applicable

If you’d like to discuss your project, please schedule a free consultation with me via this link:

Andrew_Johnson1
8 - Airtable Astronomer
8 - Airtable Astronomer

Hi Barry,
This should be possible to implement.
I am an experienced developer and would be able to you bring this idea to life.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew