How to integrate Airtable with Dropbox to automatically create a folder in Dropbox when a client is registered in Airtable

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

We will introduce how to automate folder creation for each client by integrating Airtable with Dropbox.
This process will reduce the time spent on manually creating folders and allow you to manage clients smoothly.
Efficient information sharing is crucial, especially for companies with many clients.
This automation will also be effective in remote work environments where smooth communication is required.

Benefits of Integrating Airtable with Dropbox

Benefit 1: Eliminate the hassle of folder creation

By automatically creating folders after client registration, manual work is no longer necessary, improving the efficiency and accuracy of operations.
Staff can focus on important tasks as they are freed from repetitive work.
Additionally, there will be no more creating folders in the wrong place, enhancing work accuracy.
This will allow sales representatives to have more time to focus on client interactions.

Benefit 2: Easier information sharing

Automatically creating folders for each client allows for quick sharing of necessary documents and data.
As a result, it will also lead to the smooth progress of projects.
Smooth information sharing can be expected even in environments where frequent communication is difficult, such as remote work.

[About Yoom]

How to Create an Airtable and Dropbox Integration Flow

This time, we will introduce how to set up the following template: "Create a folder in Dropbox when a client is registered in Airtable."
By using this template, you don't need to set up automation from scratch, which is convenient.

The process only involves 2 steps, so you can set it up in 10-15 minutes.

Set up a flow bot that triggers when a record is registered
Set up an action to create a folder

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

How to connect Airtable and Dropbox with Yoom

Register your custom app to connect Airtable and Dropbox with Yoom.
Registering your custom app first makes the subsequent automation setup easier.

First, register your custom app for Airtable.
It's described on the help page here, so please refer to it while setting up.

Next, register your custom app for Dropbox.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so find Dropbox from there or use "Search by App Name".

When the following screen is displayed, please log in to Dropbox.

Once Airtable and Dropbox are displayed in My Apps, the setup is complete.

Create a folder in Dropbox when a client is registered in Airtable

To set up automation, please click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, you can do so by clicking on the relevant part.
First, click "When a record is registered" to proceed with the Airtable settings.

Once the following screen is displayed, check the settings.

"Title" → Can be changed if necessary
"Account information linked with Airtable (OAuth)" → Check for discrepancies
"Trigger Action" → When a record is registered

The following screen will be displayed, so check the setup method.
You can check how to retrieve field information of the record here.

Scroll and set the following items.

"Trigger activation interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
※ The activation interval varies depending on the plan.
"Base ID", "Table ID", "Field name of Created Time" → Check the description and set

Once all settings are complete, click "Test" → "Test Successful" → "Save".

Next, click "Create Folder" to proceed with the Dropbox settings.
Once the following screen is displayed, check the settings.

"Title" → Can be changed if necessary
"Account information linked with Dropbox" → Check for discrepancies
"Action" → Create Folder

The following screen will be displayed, so check the description and set the "Folder Path".
After setting, click "Test" → "Test Successful" → "Save".

Finally, click "Turn on Trigger" to complete the automation setup.

Other examples of automation using Airtable and Dropbox

1. This is a flow where a folder is automatically created in Google Drive when a client is registered in Airtable.
This flow is recommended for those who use both Dropbox and Google Drive.

2. This is a flow where a folder is automatically created in Dropbox when a record is registered in kintone.
Since the folder is automatically created after the record is created, there is no need to manually create the folder.

3. Once the document signing is completed with GMO Sign, this flow automatically stores the file in Dropbox.
‍You can easily manage the signed documents.

4. This is a flow where an email is automatically sent via Gmail when a file is created or updated within a Dropbox folder.
With email notifications, you will no longer overlook file creations.

Summary

The template introduced this time is a flow that automatically creates a folder in Dropbox after registering a client in Airtable.
With this automation, there is no need to manually create folders, and file sharing will be more efficient.
Especially when dealing with multiple clients, it can prevent human errors and speed up operations.
With app integration using Yoom, you can easily set up automation without any specialized knowledge.

If you want to try it out, you can register for free here.