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How to Integrate Applications

2025-05-16

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

k.tsukamoto

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!

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.

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.

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.

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)

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.

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.

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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The person who wrote this article
k.tsukamoto
Worked as a system engineer for 4 years. At that time, I was bothered by attendance management that was manually entered into Excel every day and the work of converting receipts into data, so I wanted to meet Yoom even faster. I've just started using Yoom, but I'm going to share information to make everyone's “it would be nice if it could be automated” come true!
Tags
Dropbox
Automation
Automatic
Integration
Related Apps
App integration
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With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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