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.
■Overview The "Create a folder in Dropbox when a contact is registered in Apollo" flow 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 writing tasks. Let's achieve smooth business progress with this workflow utilizing Yoom.
■Recommended for ・Sales representatives managing customers using Apollo ・Team leaders organizing materials and documents using Dropbox ・Business owners feeling the burden of managing new contact information ・IT personnel considering the automation of business flows ・Company administrators looking to reduce manual folder creation tasks
■Notes ・Please integrate Apollo, Dropbox, and Yoom respectively. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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.
■Overview The "Create a folder in Dropbox when a contact is registered in Apollo" flow 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 writing tasks. Let's achieve smooth business progress with this workflow utilizing Yoom.
■Recommended for ・Sales representatives managing customers using Apollo ・Team leaders organizing materials and documents using Dropbox ・Business owners feeling the burden of managing new contact information ・IT personnel considering the automation of business flows ・Company administrators looking to reduce manual folder creation tasks
■Notes ・Please integrate Apollo, Dropbox, and Yoom respectively. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■ Overview Are you manually creating a folder in Dropbox to store related files every time a new ticket is created in Zendesk? This simple task not only takes time but can also lead to human errors such as input mistakes. By using this workflow, a folder will be automatically created in Dropbox when a Zendesk ticket is created, freeing you from these manual steps so you can focus on more important work.
■ Who we recommend this template for ・Those who use Zendesk and Dropbox together and are experiencing issues with manual file management ・Those who want to streamline the organization of information for each ticket in customer support operations ・Those who want to reduce manual errors and focus on more important customer support
■ Notes ・Please connect both Zendesk and Dropbox with Yoom. ・Zendesk is available only with the Team and Success plans. On the Free plan or Mini plan, operations and Data Connect configured in Flowbots will result in errors, so please be careful. ・Paid plans such as the Team or Success plan offer a 2-week free trial. During the free trial, you can use apps that are subject to plan restrictions. ・The trigger interval can be set to every 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
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.
■Overview The "Store files saved in Google Drive to Dropbox as well" flow is a business workflow that automates file management between multiple cloud storage services. For teams or individuals using different platforms, double management of files and manual transfer tasks 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 storage services within a team and want to maintain data consistency IT personnel who want to automate file backups and manage data safely and efficiently
■Notes ・Please link Yoom with both Google Drive and Dropbox.
■Overview When you use multiple cloud storage services such as Box and Dropbox, doesn’t file transfer and backup work become time-consuming? Manual uploads and downloads take time and are prone to mistakes such as missed transfers. By using this workflow, simply uploading a file to a specific folder in Box will automatically transfer the file to Dropbox, allowing you to smoothly resolve these issues.
■Who we recommend this template for ・Those who regularly transfer files between Box and Dropbox and feel manual work is burdensome ・Those who use multiple cloud storage services and want to streamline backup tasks ・Those who want to prevent mistakes such as missed transfers that occur during manual file moves and synchronization
■Notes ・Please connect Yoom with both Box and Dropbox. ・The maximum downloadable file size is 300 MB. Depending on the app’s specifications, it may be less than 300 MB, so please be aware. ・For details on the file sizes supported by the trigger and each operation, please see the link below. https://intercom.help/yoom/en/articles/9413924
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.
■Overview This flow renames files received in Outlook and stores them in DropBox. With Yoom, you can easily achieve this flow without the need for programming to connect apps.
■Recommended for those who ・Manually rename files received in Outlook according to their content ・Want to standardize file names for file management in DropBox ・Want to streamline the process of saving files to DropBox and renaming files
■Notes ・Please connect both Outlook and DropBox with Yoom. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■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. By leveraging the integration between 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 using Dropbox ・IT personnel who want to automate the saving of email attachments and improve business processes ・Project managers who want to quickly share information with multiple stakeholders ■Notes ・Please integrate Yoom with both Dropbox and Gmail.
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.
■Overview The "Create a folder in Dropbox when a contact is registered in Apollo" flow 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 writing tasks. Let's achieve smooth business progress with this workflow utilizing Yoom.
■Recommended for ・Sales representatives managing customers using Apollo ・Team leaders organizing materials and documents using Dropbox ・Business owners feeling the burden of managing new contact information ・IT personnel considering the automation of business flows ・Company administrators looking to reduce manual folder creation tasks
■Notes ・Please integrate Apollo, Dropbox, and Yoom respectively. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Create a folder in Dropbox when a contact is registered in Apollo" flow 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 writing tasks. Let's achieve smooth business progress with this workflow utilizing Yoom.
■Recommended for ・Sales representatives managing customers using Apollo ・Team leaders organizing materials and documents using Dropbox ・Business owners feeling the burden of managing new contact information ・IT personnel considering the automation of business flows ・Company administrators looking to reduce manual folder creation tasks
■Notes ・Please integrate Apollo, Dropbox, and Yoom respectively. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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.
Click on "When a contact is created" in Apollo.
Review the content and click "Next".
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.
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.
Click "Create Folder" in Dropbox.
Review the content and click "Next".
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}}".
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.
■Overview This flow compresses form images via RPA and saves them to Dropbox. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who want to streamline image compression ・If you regularly compress images but find it cumbersome to do manually ・If you handle various image formats daily and are looking for efficient compression methods
2. Those who use Dropbox as cloud storage ・If you manage files centrally using Dropbox but spend time manually uploading them ・If you want to smoothly save a large number of images to the cloud
■Notes ・Please connect Dropbox and Yoom. ・The operation to control the browser is only available in the Success Plan. For Free Plan, Mini Plan, and Team Plan, the operation set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers. ・Please refer to the following for how to set up operations to control the browser. https://intercom.help/yoom/ja/articles/9099691
This is a flow where a folder is automatically created in Dropbox when a record is registered in the Salesforce account object, and the folder URL is added to Salesforce.
■ Overview Each time an e-signature is completed in DocuSign, manually downloading the Certificate of Completion and saving it to a specified folder in Dropbox is time-consuming and carries the risk of being overlooked. Especially when there are many contracts, this simple task can become a significant burden. With this workflow, the completion of an envelope in DocuSign triggers an automatic upload of the Certificate of Completion to Dropbox. It eliminates the inefficiency of manual contract management and ensures important documents are securely stored.
■ Recommended for ・Legal and general affairs staff who manage Certificates of Completion in Dropbox for contracts executed in DocuSign ・Those who spend time on manual downloads and uploads and find it inefficient ・Managers who want to prevent omissions in saving contract-related documents and strengthen their management framework
■ Notes ・Please connect Yoom with both DocuSign and Dropbox. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB. ・For details on file size limits for the trigger and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
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!
Having worked as a system engineer for four years, I often struggled with manually entering attendance data into Excel and digitizing receipts. I wish I had discovered Yoom sooner. Although I have only just begun using Yoom, I am committed to providing information that will help fulfill everyone's wish for automation.
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