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Enhancing security and accurate data management are crucial in modern business. In this article, we introduce an automation process that integrates Bubble and Box, creating a folder in Box whenever new data is registered in Bubble. This simplifies the preparation work at the start of a project, allowing administrators to focus on project management. Additionally, by leveraging Box's security features, customer information can be managed safely.
When a Thing is created in Bubble, a folder is automatically created in Box, making data management easier. For example, related files and contract information for each customer are stored in Box folders, eliminating the need to create folders manually. Additionally, since everyone in the company can manage customer information with the same folder structure, the storage location of files becomes clear. This is particularly beneficial for projects involving multiple departments, as it makes folder verification easier.
Automatically creating a folder when a project starts simplifies the project setup process. For example, when recording software development data in Bubble, a folder is automatically created in Box, making new project setups smoother. This way, by simply recording data in Bubble, a folder is automatically created in Box, saving the effort of creating a folder each time a new project is launched. Additionally, project managers can focus on planning and progress management, freed from data management tasks.
Integrating Bubble and Box can enhance the security of customer information. For example, when customer data is registered in Bubble, a folder for each customer can be automatically created in Box. This ensures that customer personal information is stored in Box, preventing data loss or leakage. Moreover, it eliminates the risk of customer data being stored in another customer's folder, preventing mistakes of using the wrong customer's data. Furthermore, by setting user permissions on Box folders, only specific employees can view them.
We will introduce the automation method using Yoom to integrate Bubble and Box.
[What is Yoom]
This time, we will introduce the setting method for the following template: "Create a folder in Box when a Thing is created in Bubble." By using this template, you don't need to set up automation from scratch, which is convenient.
Read the following screen display and click "OK".
The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
Since we will be setting up Bubble, click "When a Thing is created".
When the following screen is displayed, check the settings.
The following screen will be displayed, so please configure the settings.
Once configured, click "Test", and if the test is successful, "Test Successful" will be displayed.
The data registered in Bubble will be displayed as a response result below, so please check it.
Since Bubble's data will be used as output to create a folder name in Box, please refer to this help page for configuration.
Once the setup is complete, click "Save".
Next, since we will be setting up Box, click "Create Folder".
When the following screen is displayed, check the settings.
The following screen will be displayed, so please set the "Folder Name".
The output set in Bubble earlier will be displayed within the red frame below, so use the output to create the folder.
The output will be displayed when you click the arrow within the red frame.
As an example, the folder name is set using ThingID below, but feel free to use customer names or other options as desired.
Scroll down to check the description and set the "Parent Folder Content ID".
Once the setup is complete, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts up correctly.
Here is the template used this time.
1. This is a flow that automatically notifies Microsoft Teams when a Thing is created in Bubble.
You can quickly check the data registered in Bubble.
This eliminates the need for manual notification tasks and data sharing, reducing the burden on the person in charge.
2. This is a flow for automatically adding information registered in kintone to Bubble.
It eliminates the need to manually transfer data recorded in kintone to Bubble.
This automation is recommended for those who centrally manage data in Bubble.
3. This is a flow where a Thing registered in Bubble is automatically added to Microsoft Excel.
You can automatically add data recorded in Bubble to Microsoft Excel.
Even if there is a large amount of records in Bubble, you can easily transfer them to Microsoft Excel.
By utilizing automation that integrates Bubble and Box, data management can be simplified.
Folders for each customer are automatically created, freeing you from manual management.
Additionally, with standardized folder names, any employee can easily check the data, which is another advantage.
Furthermore, it helps prevent data misclassification and duplication, thereby reducing working hours.
Leverage Yoom's automation to make project progress and data management smoother.
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