BoxとGoogle Driveの連携イメージ
How to Integrate Applications

2024/08/01

How to integrate Box with Google Drive and add a file to Box when a PDF file is added to Google Drive

a.ohta

Good news for those who upload and download large amounts of data daily to both Box and Google Drive. Did you know that you can automate the transfer of that data?

If data uploaded to one app is automatically uploaded to the other, it would be incredibly convenient.

Data exchange and management between teams become significantly easier, and you no longer have to worry about your PC's storage capacity!

There are many benefits to integrating Box and Google Drive!

1. You can consolidate files!

Both Box and Google Drive are very convenient.

However, if you use both, you end up downloading data from one and re-uploading it to the other, which is cumbersome. The more data you have, the more time it takes, and the more folders you accumulate, making management difficult.

But by integrating Box and Google Drive, you can free yourself from these hassles! It's like a dream to have data uploaded to one automatically transferred to the other!

2. Easier backups!

Imagine if important data managed by only one app were to disappear... just thinking about it is chilling. However, if you manage data with two apps, it won't be a problem even if one disappears.

Of course, uploading data to each app is a hassle.

So, by using Yoom to automate data transfer, you can avoid the repeated downloads and uploads and the fear of data loss.

3. Teamwork becomes more efficient!

With Google Drive, you can create shared folders, select permissions, and invite others, allowing for unlimited data exchange, but you may struggle with detailed settings like permissions for each person. If there are many people sharing, these concerns are endless.

However, by integrating Box and Google Drive, these concerns can be instantly resolved!

And most importantly, since you can access files from both Box and Google Drive, the overall team efficiency will undoubtedly improve dramatically.

Conveniences of integrating Box and Google Drive

1. Data synchronization between teams

If Team A and Team B are using Box and Google Drive separately, they would need to upload the necessary data to each app, but by integrating Box and Google Drive, such data exchanges between teams become unnecessary.

You only need to upload to the app your team usually uses. You can focus solely on your team's tasks!

2. Daily backups

We explained that integrating Box and Google Drive allows for data backups, so how about automating this flow daily? By creating a flow bot that backs up data at a set time, you won't have to worry about anything.

You can work freely, liberated from the hassle of having to save regularly.

3. Upload notifications

Even if data transfer between teams is automated, someone still needs to report "Uploaded!" Without such reports, you'll have to check yourself whether the data is synchronized, which is a hassle.

In such cases, you can solve the problem by creating a flow bot that automatically synchronizes Box and Google Drive and notifies team members! The possibilities for business automation are endless.

How to create an integration flow for Box and Google Drive

Now, let's use Yoom, which allows you to automate tasks without any programming knowledge, to actually create a no-code flow bot!

Register for Yoom here. You can start in just 30 seconds!

Once you've registered for Yoom, let's integrate Yoom with each app.

This is called "My App Integration". My App Integration is very easy!

My App Integration for Box and Google Drive

First, click "Use this template" at the bottom of the screen for the template "When a PDF file is posted to Google Drive, also link the file to Box"!

Click on "Use this template" at the bottom of the screen!

Then, you will be redirected to a page called "My Projects".

From the menu on the left side of the screen, select "My Apps".

     ↓

Click on New Connection at the top right!

     ↓

Enter "Box" in the search window, and the Box icon will appear. Click on it.

A screen like the one below will be displayed, so please press Allow Access to Box.

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Then you will return to the Yoom My Apps screen. The Box My Apps integration is now complete. That was quick!!

Let's continue with the Google Drive My Apps integration with the same momentum!

Similarly, click on New Connection at the top right! Enter Google Drive and press the Google Drive icon.

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When you reach the screen above, press the red frame.

Next, you will be redirected to the authentication screen, so make sure to allow all permissions.

Once authenticated, the Google Drive My Apps integration is also complete.

That was quick too!! It's great that the integration is completed so quickly…!

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It is registered like this! Now you are ready.

Next, we will start creating the Flowbot.

How to Set Up Flowbot

First, you will need to send a test while creating the Flowbot.

Therefore, create a folder in Google Drive for testing and upload one or two PDF or image files into it.

[Setting Up Google Drive Trigger]

Once you have completed the registration of your app, click on "My Projects" on the left side of the screen.

     ↓

Enter the screen with the Google Drive icon that says "Copy: When a PDF file is posted to Google Drive, also link the file to Box" and click Edit in the upper right corner.

     ↓

Press "When a new file or folder is created in a specific folder" under the Google Drive logo.

     ↓

Select the account information to be linked.

Then, change the "Trigger Action" at the very bottom to any desired action!

This time, I chose "When a new file or folder is created in a specific folder," as in the title.

     ↓

‍Press Next and enter the folder ID.

Once you have finished entering, click Test just below!

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If the test is successful and displayed in blue as shown in the image, press Save.

This completes the trigger setup. Let's proceed smoothly!!

[Setting Up Google Drive]

Click "Download Image File/PDF File" under the Google Drive logo!

     ↓

Select the account information to be linked.

Change the "Action" at the very bottom to any desired action.

It is recommended to have the same title as in the trigger setup. Therefore, I chose "Download Image File/PDF File"!

     ↓

‍Press Next, and you will see {{File ID}} entered in the File ID section, so just press Test.

If the test is successful and displayed in blue as shown in the image, press Save.

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The next is the final setup. Fast...! It's fast!!

[Setting Up Box]

Finally, let's set up Box.

Click "Upload File" under the Box logo.

     ↓

Select the account information to be linked. Change the "Action" at the very bottom to "Upload File."

It is also easy to understand if it is the same as the title as before.

This is something that can be said for any Flowbot setup, so remember it as a point!

     ↓

‍Press Next, and you will see a screen to enter the file name, content ID of the destination folder, and file attachment method, but only change the content ID of the destination folder.

Create a folder to upload files to Box and copy and paste the content ID of that folder.

Click Test just below, and if the test is successful and displayed in blue as shown in the image, press Save!

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[Automatically Uploaded to Box!]

This concludes the creation of the Flowbot. Thank you for your hard work!

The Integration of Box and Google Drive Can Be Applied!

The best thing about Yoom is that it's no-code! You don't need specialized knowledge like programming, so once you create a flow bot like this one, anyone can apply it in various ways! Moreover, Yoom offers a wide variety of templates to create different flow bots.

If the flow you envisioned is available as a template, you only need to change the settings inside, making it very easy to create a flow bot.

With that in mind, you'll want to try creating various things.

The above template is designed to "sync files uploaded to Box with OneDrive as well."

It's like swapping the order of Box and Google Drive and replacing the Google Drive part with OneDrive. You can derive it in this way.

It might be hard to imagine starting from scratch, but having templates like this makes it straightforward.

Integrate Box and Google Drive for seamless data exchange!

Downloading and uploading images both result in some time loss. Moreover, the time consumed is likely proportional to the amount of data.

This means that if data exchange in tasks involving large amounts of image data can be automated, it would significantly reduce time!

Furthermore, if you can back up data and improve the efficiency of the entire team, it would be a much-desired reform.

Since daily work processes will be greatly improved, there's no reason not to implement a flow bot that integrates Box and Google Drive!

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
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Integration
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