[Easy Setup] How to Automatically Write and Transfer Data to Dropbox

Are you too busy with daily tasks to spend time organizing files and transferring data?

Manual data entry and organization pile up, and before you know it, they interfere with other important work.
The solution to this problem is automatic data transfer to Dropbox.
For example, automatically create necessary folders when new customer information is registered, or organize and save files received via email.
If tedious tasks can be simply automated, your daily work will become significantly easier.

We will introduce several automation methods that you can try right away, so if you find something interesting, please register and experience it!

For those who want to try it as soon as possible

Yoom offers templates for automating workflows using Dropbox!
If you want to try it right away, click the banner below to get started!

When a contact is registered in Apollo, create a folder in Dropbox.

Try it

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■Overview
The flow "Create a folder in Dropbox when a contact is registered in Apollo" is a business workflow that automates the addition of new contacts and the organization of related materials.
To streamline sales activities and customer management, a dedicated folder is automatically created in Dropbox when a new contact is registered in Apollo. This allows for centralized management of materials and documents related to the contact, eliminating the need for manual folder creation and data entry.
Utilize this workflow with Yoom to ensure smooth business operations.

■Recommended for

• Sales representatives managing customers using Apollo
• Team leaders organizing materials and documents using Dropbox
• Business owners who find managing new contact information cumbersome
• IT personnel considering automating business workflows
• Company administrators looking to reduce manual folder creation tasks
  ‍

■Benefits of using this template

• Compact management: A folder is automatically created in Dropbox when a contact is registered in Apollo, eliminating the need for data entry.
• Improved work efficiency: Eliminates the hassle of manual folder creation, speeding up business operations.
• Centralized data: Related materials are automatically organized in Dropbox, allowing quick access to necessary information.
  

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Various Methods to Automatically Write and Transfer Data to Dropbox

There are various ways to automatically write and transfer data to Dropbox.
We have picked out a few methods for you to check out!

By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automatic updates on Dropbox.
Registration takes only 30 seconds, so feel free to give it a try!

Automatically Write and Transfer Data from Database/CRM Services to Dropbox

This flow automatically creates a folder when new customer information or tasks are added.
You can automate tasks such as organizing related materials for each project, reducing the hassle of file management.

When a contact is registered in Apollo, create a folder in Dropbox.

Try it

---

■Overview
The flow "Create a folder in Dropbox when a contact is registered in Apollo" is a business workflow that automates the addition of new contacts and the organization of related materials.
To streamline sales activities and customer management, a dedicated folder is automatically created in Dropbox when a new contact is registered in Apollo. This allows for centralized management of materials and documents related to the contact, eliminating the need for manual folder creation and data entry.
Utilize this workflow with Yoom to ensure smooth business operations.

■Recommended for

• Sales representatives managing customers using Apollo
• Team leaders organizing materials and documents using Dropbox
• Business owners who find managing new contact information cumbersome
• IT personnel considering automating business workflows
• Company administrators looking to reduce manual folder creation tasks
  ‍

■Benefits of using this template

• Compact management: A folder is automatically created in Dropbox when a contact is registered in Apollo, eliminating the need for data entry.
• Improved work efficiency: Eliminates the hassle of manual folder creation, speeding up business operations.
• Centralized data: Related materials are automatically organized in Dropbox, allowing quick access to necessary information.
  

See details Try it

When a ticket is created in Zendesk, create a folder in Dropbox.

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■Overview
The "Create a folder in Dropbox when a ticket is created in Zendesk" flow is a business workflow that streamlines customer support operations.
When a new ticket is generated in Zendesk, a corresponding folder is automatically created in Dropbox, allowing for smooth management of related files.
This makes it easier to store and share materials for each ticket, significantly reducing the effort required for manual folder creation and file writing.

■Recommended for

• Support staff who use Zendesk for customer support and find it cumbersome to manage related materials
• Team leaders who use both Zendesk and Dropbox but manually create folders and write files
• Business owners who want to automate customer response processes and improve operational efficiency

■Benefits of using this template

• Improved operational efficiency: A folder is automatically generated in Dropbox every time a ticket is created in Zendesk, eliminating the need for manual folder creation and writing tasks, thus speeding up the entire operation.
• Reduction of error risk: Manual operations for folder creation and file writing are prone to human error, but this automation enables accurate folder management.
• Centralized information management: With a Dropbox folder automatically created for each ticket, related documents and files can be centrally managed, making information search and sharing easier.
  

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Automatically Write and Transfer Data from Storage Services to Dropbox

By automating data integration between cloud storage services, information sharing among teams using different storage solutions will become smoother.
You can manage data centrally while utilizing multiple services.

Store files saved in Google Drive in Dropbox as well.

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■Overview
The flow of "Storing files saved in Google Drive also in Dropbox" is a business workflow that automates file management across multiple cloud storages.
For teams or individuals using different platforms, managing files in duplicate or manually transferring them can often be a waste of time and effort.
By utilizing this workflow, files saved in Google Drive are automatically copied to Dropbox, enabling smooth data sharing.

■Recommended for

• Those who manage files using both Google Drive and Dropbox and find manual transfer tasks cumbersome
• Business users who use multiple cloud storages within a team and want to maintain data consistency
• IT personnel who want to automate file backups and manage data safely and efficiently

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■Benefits of using this template

• Time-saving: Automating file transfers eliminates the need for manual copying tasks.
• Ensuring data consistency: Maintains the latest file status between Google Drive and Dropbox, preventing information discrepancies.
• Enhanced backup: Important files are stored in multiple locations, improving data security.
  

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Transfer files uploaded to Box to Dropbox

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■Overview
The "Transfer files uploaded to Box to Dropbox" flow automates file transfers between Box and Dropbox, streamlining cloud storage operations as a business workflow.
Manual file transfers can be time-consuming and prone to transfer omissions, making consistent file management challenging.
By implementing this workflow, files uploaded to Box are automatically transferred to Dropbox, ensuring that both cloud storage services maintain the latest files. This significantly reduces the effort required for file management and enhances the overall work efficiency of the team.

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■Recommended for

• Those who use both Box and Dropbox and spend time on manual file transfers
• Those who want to automate file synchronization between multiple cloud storage services
• IT personnel looking to improve file management efficiency and enhance business processes
• Teams aiming to reduce human error and achieve accurate data transfers
• Those who want to share the latest files in real-time for project management

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■Benefits of using this template

• Time-saving: Detects file uploads to Box and automates transfers to Dropbox, eliminating the need for manual work.
• Improved data consistency: Keeping the latest files on both platforms ensures smooth data sharing across the team.
• Error reduction: Automated processing prevents human errors that occur during manual transfers, achieving reliable file management.
  

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Automatically Write and Transfer Email Contents to Dropbox

Automatically save files received via email to Dropbox.
Processes such as renaming files and notifying relevant parties are also incorporated into the flow, allowing you to store them in an organized manner in Dropbox and reducing the risk of overlooking important data.

Rename the file received in Outlook and store it in DropBox.

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■Overview

This is a flow to rename files received in Outlook and store them in DropBox.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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‍■Recommended for

• Those who manually rename files received in Outlook according to their content
• Those who want to standardize file names for better file management in DropBox
• Those who want to streamline the process of saving files to DropBox and renaming them

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‍‍‍‍■Benefits of using this template‍

In file management within DropBox, if file names are not standardized, it can be difficult to identify what each file is, leading to time-consuming verification tasks.
Additionally, poor searchability can make it time-consuming to find the desired file, potentially reducing work efficiency.

This flow automates the renaming of files received in Outlook to a desired file name and their storage in DropBox.
File renaming can be set by extracting specific items from the body of the Outlook email, thus streamlining the manual renaming process.

By standardizing file names, you can improve the searchability of files.

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Save Gmail attachments to Dropbox and notify stakeholders

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■Overview
The "Save Gmail Attachments to Dropbox and Notify Stakeholders" workflow is a business workflow that streamlines the management and sharing of email attachments.
When dealing with a large number of email attachments, manual saving and sharing can be time-consuming and prone to errors. However, by leveraging the integration of Gmail and Dropbox, attachments can be automatically saved to Dropbox and quickly notified to the necessary stakeholders.
Implementing this workflow can reduce the hassle of file management and is expected to improve the productivity of the entire team.

■Recommended for

• Business professionals who find managing attachments received in Gmail cumbersome
• Team leaders who want to streamline file sharing by utilizing Dropbox
• IT personnel who want to automate the task of saving email attachments and improve business processes
• Project managers who want to quickly share information with multiple stakeholders
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■Benefits of using this template

• Reduce the hassle of manual saving: Since Gmail attachments are automatically saved to Dropbox, you can save time and effort.
• Smooth information sharing: After saving, stakeholders are automatically notified, enabling quick information sharing.
• Prevent mistakes: Automation prevents human errors such as missed file saves or forgotten notifications.
• Improve business efficiency: By automating repetitive tasks, you can focus on other important tasks.
  

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Let's Create a Flow to Automatically Write and Transfer Data to Dropbox

Now, let's create a flow to automatically write and transfer data to Dropbox!

This time, we will proceed with the settings using Yoom, a no-code platform.
If you do not have a Yoom account yet, please create one from this registration form.

[What is Yoom]

In this article, we will create the flow "Create a folder in Dropbox when a contact is registered in Apollo" that we introduced earlier!
The creation process is broadly divided into the following steps.

• Integrate Dropbox and Apollo with My Apps
• Copy the template
• Retrieve the contacts registered in Apollo and set up the folder to be created in Dropbox
• Prepare the flow for operation (set the trigger to ON)

When a contact is registered in Apollo, create a folder in Dropbox.

Try it

---

■Overview
The flow "Create a folder in Dropbox when a contact is registered in Apollo" is a business workflow that automates the addition of new contacts and the organization of related materials.
To streamline sales activities and customer management, a dedicated folder is automatically created in Dropbox when a new contact is registered in Apollo. This allows for centralized management of materials and documents related to the contact, eliminating the need for manual folder creation and data entry.
Utilize this workflow with Yoom to ensure smooth business operations.

■Recommended for

• Sales representatives managing customers using Apollo
• Team leaders organizing materials and documents using Dropbox
• Business owners who find managing new contact information cumbersome
• IT personnel considering automating business workflows
• Company administrators looking to reduce manual folder creation tasks
  ‍

■Benefits of using this template

• Compact management: A folder is automatically created in Dropbox when a contact is registered in Apollo, eliminating the need for data entry.
• Improved work efficiency: Eliminates the hassle of manual folder creation, speeding up business operations.
• Centralized data: Related materials are automatically organized in Dropbox, allowing quick access to necessary information.
  

See details Try it

Step 1: Integrate Dropbox and Apollo with My Apps

Register Dropbox and Apollo in My Apps and connect them with Yoom.

1. After logging into Yoom, select "My Apps" from the workspace sidebar.
2. Click "+ Add" on the right side of the My Apps screen.

1. When the "App List" is displayed, search and select the app name using the search bar at the top right.

Let's start by integrating Dropbox.

1. Select Dropbox from the app list.
2. Log in to Dropbox using any method.

Return to the "My Apps" screen, and if Dropbox is added, the integration is complete.

Next, let's integrate Apollo.

1. After logging into Apollo, access the API Management Screen.
2. Click "Create new key".

1. Set any name in "Name" and any description in "Description".

1. Check all items from the "APIs" dropdown.

1. Click "Create API key".

1. Since it will be added to the list of API keys, click the copy button to copy the API key.

1. Select Apollo from the app list in Yoom.
2. Set any name in "Account Name" and the API key obtained in step 6 in "Access Token".
3. Click "Add".

Return to the "My Apps" screen, and if Apollo is added, the integration is complete.

Step 2: Copy the Template

Once the integration of Dropbox and Apollo is complete, copy the template you will use.
Click "Try it" on the banner below.

When a contact is registered in Apollo, create a folder in Dropbox.

Try it

---

■Overview
The flow "Create a folder in Dropbox when a contact is registered in Apollo" is a business workflow that automates the addition of new contacts and the organization of related materials.
To streamline sales activities and customer management, a dedicated folder is automatically created in Dropbox when a new contact is registered in Apollo. This allows for centralized management of materials and documents related to the contact, eliminating the need for manual folder creation and data entry.
Utilize this workflow with Yoom to ensure smooth business operations.

■Recommended for

• Sales representatives managing customers using Apollo
• Team leaders organizing materials and documents using Dropbox
• Business owners who find managing new contact information cumbersome
• IT personnel considering automating business workflows
• Company administrators looking to reduce manual folder creation tasks
  ‍

■Benefits of using this template

• Compact management: A folder is automatically created in Dropbox when a contact is registered in Apollo, eliminating the need for data entry.
• Improved work efficiency: Eliminates the hassle of manual folder creation, speeding up business operations.
• Centralized data: Related materials are automatically organized in Dropbox, allowing quick access to necessary information.
  

See details Try it

This will copy the template to your Yoom workspace.
Click "OK" to proceed to the flow settings.

Step 3: Setting up Apollo's Trigger

First, set up the trigger action that will start the flow.

1. Click on "When a contact is created" in Apollo.

1. Review the content and click "Next".

1. Select the desired interval from the "Trigge Interval" dropdown.
   You can set the trigger timing to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
   Depending on your plan, the shortest interval you can set for the trigger may vary, so be sure to check that.
   We generally recommend using the shortest interval for your plan.

1. Click "Test".
   This will run a test to fetch the latest contact from Apollo.

When the "Test Successful" result is displayed, the information of the fetched contact will be added to the "Retrieved value".

If there are no issues with the output, click "Save" at the bottom of the page.
Return to the flow screen and if there is a checkmark next to "When a contact is created", you are done.

Step 4: Setting up the Folder to be Created in Dropbox

Using the information obtained in Step 3, create a folder in Dropbox.

1. Click "Create Folder" in Dropbox.

1. Review the content and click "Next".

1. Set the "Folder Path".
   Set the URL of the folder where you want to create a new folder in Dropbox, and incorporate the information obtained in Step 3 into the path as a subfolder.

By clicking on the input field, the output will be displayed, so click on the desired value from the "When a contact is created" menu.

You can also set any date and time from the "Date" tab.

Here, as an example, it is set as "/App_Integration/{{Organization Name}}".

1. Click "Test".
   This will run a test to actually create a folder at the specified path in Dropbox.

When the "Test Successful" result is displayed, confirm that the folder has been created in Dropbox as specified, and click "Save".

Step 5: Preparing for Flow Operation (Set Trigger to ON)

Return to the flow screen, and if "All settings are complete!" is displayed, the flow setup is complete.
If you want to start the flow immediately, click "Set Trigger to ON".

If you want to start it later, you can turn the trigger ON by clicking the trigger switch on the flow screen.

Based on this flow bot, you can automate various other tasks as well!
Be sure to try out Yoom's convenient features.

Other Automation Examples Using Dropbox

Convenient Automation Examples Using Dropbox

By integrating Dropbox with other apps, you can automatically save files received in forms to Dropbox, or perform file operations and notifications triggered by adding files to Dropbox.

Compress the form images via RPA and save them to DropBox.

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■Overview

This flow compresses images from a form via RPA and saves them to DropBox.

By using Yoom, you can easily connect apps without the need for programming.

‍

■Recommended for

1. Those who want to streamline image compression

・Those who regularly compress images but find manual processes cumbersome

・Those who handle various image formats daily and are looking for efficient compression methods

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2. Those using DropBox as cloud storage

・Those who manage files centrally using DropBox but spend time on manual uploads

・Those who want to smoothly save large volumes of images to the cloud

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■Benefits of using this template

There are numerous benefits to compressing images from a form via RPA and saving them to DropBox.
Firstly, compressing images reduces file sizes, allowing for storage savings.
This enables efficient management of DropBox usage capacity.

Additionally, automating file compression with RPA eliminates manual effort and reduces working time.
Furthermore, automatically saving compressed image files to DropBox centralizes data management and reduces the risk of file loss.
Utilizing this flow can enhance operational efficiency and improve data management accuracy.

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When an account is registered in Salesforce, create a folder in Dropbox.

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■Overview

This is a flow that automatically creates a folder in Dropbox and adds the folder URL to Salesforce when a record is registered in the Salesforce account object.

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■Recommended for

1. Companies or teams using Salesforce

• Sales representatives or administrators using Salesforce for customer management and sales activities
• Sales teams of companies that want to centralize customer information and streamline business processes

2. Companies or teams using Dropbox

• Personnel utilizing Dropbox for file storage and sharing
• Companies that want to organize and manage files by customer and store them securely

3. Those promoting system integration and process automation

• Sales representatives who want to eliminate the hassle of manually creating folders and registering URLs
• IT personnel or business process managers who want to automate data integration between different systems

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■Benefits of using this template

・It can significantly improve operational efficiency by eliminating the need for manual folder creation and URL registration.

・Since customer information and related files are centrally managed, data consistency and accuracy are maintained, allowing for smooth sales activities and customer interactions.

・It enables quick responses and effective resource management, leading to improved overall productivity.

‍

■Notes

‍・Please integrate both Salesforce and Dropbox with Yoom.

See details Try it

When a contact is created in HubSpot, create a folder in Dropbox.

Try it

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■Overview

This is a flow that creates a folder in Dropbox when a new contact is created in HubSpot.

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■Recommended for

1. Sales Department

・Teams that want to create individual folders in Dropbox based on newly registered contact information in HubSpot to manage customer information and related documents

・Teams that want to create folders for each customer to streamline document management

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2. Customer Support Team

・Teams that want to automatically generate folders in Dropbox when a new contact is registered in HubSpot to centrally manage customer support materials and communications

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3. Marketing Department

・Teams that want to create folders in Dropbox based on lead information obtained in HubSpot to organize campaign materials and marketing documents

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4. Project Management Team

・Teams that want to manage new customer or partner information in HubSpot and manage related project materials in Dropbox

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5. Data Management Team

・Teams that want to maintain consistency of customer data between HubSpot and Dropbox for consistent customer management

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■Benefits of using this template

・Folders are automatically created in Dropbox, allowing for quick organization of materials and documents.

・Real-time sharing of customer interaction progress and related materials reduces miscommunication and enables smooth business operations.

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■Notes

・Please integrate Yoom with both HubSpot and Dropbox.

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When a document is signed in Docusign, store the document in Dropbox.

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■Overview

This flow involves downloading a certificate and storing it in Dropbox once a document is signed in Docusign.

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■Recommended for

1. Companies or teams using DocuSign

• Personnel responsible for implementing electronic signatures on contracts using DocuSign
• Legal personnel or administrators digitizing the contract signing process

2. Companies or teams using Dropbox

• Personnel utilizing Dropbox for file storage and sharing
• Companies prioritizing the secure storage and backup of contracts and certificates

3. Those promoting the automation of contract processes

• Legal personnel looking to eliminate the manual task of downloading and saving certificates after contract signing
• IT personnel aiming to streamline business processes through system integration

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■Benefits of using this template

・By automating the contract process and eliminating the manual task of downloading and saving certificates, you can significantly improve operational efficiency.

・Since certificates are securely stored in Dropbox, data consistency and accuracy are maintained, making the management of legal documents simple and smooth, enabling quick responses, effective resource management, and potentially improving overall business productivity.

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■Notes

‍・Please integrate Docusign and Dropbox with Yoom respectively.

See details Try it

Conclusion

By automating data transfer to Dropbox, you can significantly improve the efficiency of your daily tasks.
You will be freed from the hassle of manually organizing email attachments, allowing you to focus more on important tasks.
Moreover, by automatically linking data across multiple storage and services, information sharing among teams becomes smoother.
Utilizing this automation flow, which is essential for streamlining operations, reduces tedious tasks and enables you to use your time more effectively.

Consider adopting this convenient method to support your busy work schedule!

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