"Where did I save the file I added to Dropbox..." "I want to add file information to Notion, but it's such a hassle..." If you have these concerns, we recommend integrating Dropbox with Notion!
By integrating Dropbox with Notion, you can automatically add files stored in Dropbox to Notion. Additionally, you can store files attached to forms in Dropbox and reflect them in Notion. By utilizing these automations, file information is reliably added to Notion, making document verification convenient!
The automation we introduce this time can be easily set up without any coding, making it attractive for immediate use. Why not implement this automation today and free yourself from the hassle of organizing files?
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Dropbox and Notion without any coding. Yoom provides templates for integrating Dropbox and Notion in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■ Overview The "workflow to add file information stored in Dropbox to Notion" streamlines file information management. This contributes to increased productivity by reducing manual tasks.
■ Who we recommend this template to - Those who manage files using Dropbox - Those who want to share information about files saved in Dropbox quickly - Those who use Notion to centrally manage team or project information - Those who wish to streamline project management by quickly reflecting file information in Notion - Teams who share files on a daily basis and want to quickly grasp the latest information - Those who are interested in automation using IT tools and want to improve business efficiency
■ Attention - Please integrate Yoom with both Dropbox and Notion. - The trigger can be set to start at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
By integrating the APIs of Dropbox and Notion, you can automatically sync data from Dropbox to Notion!
You can immediately experience the integration of Dropbox and Notion by simply clicking "Try it out" on the automation example you're interested in and registering an account. Registration takes only 30 seconds, so feel free to give it a try!
Add File Information Stored in Dropbox to Notion
This is a convenient flow for when you want to organize and consolidate materials and files shared in Dropbox into Notion later.
■ Overview The "workflow to add file information stored in Dropbox to Notion" streamlines file information management. This contributes to increased productivity by reducing manual tasks.
■ Who we recommend this template to - Those who manage files using Dropbox - Those who want to share information about files saved in Dropbox quickly - Those who use Notion to centrally manage team or project information - Those who wish to streamline project management by quickly reflecting file information in Notion - Teams who share files on a daily basis and want to quickly grasp the latest information - Those who are interested in automation using IT tools and want to improve business efficiency
■ Attention - Please integrate Yoom with both Dropbox and Notion. - The trigger can be set to start at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
Store Files Attached to Form in Dropbox and Add File Information to Notion
This flow is recommended for those who want to collectively manage materials received through the inquiry form or eliminate file sharing omissions within the team. It saves the hassle of manual file management and data addition.
When there is a response to the form, upload it to Dropbox and add the text data to Notion.
■Overview Are you manually copying document information such as invoices and contracts uploaded to Dropbox into Notion one by one? Such routine tasks not only take time but also tend to cause human errors such as input mistakes. By using this workflow, you can automate the process of extracting data via OCR from files added to Dropbox and adding the information to Notion. Eliminate the challenges of data re-entry and improve operational efficiency.
■Who we recommend this template for ・Those who manage documents such as invoices and contracts using Dropbox and Notion ・Operations staff who feel a time burden and effort in data re-entry from documents ・Those who want to automate the entire process from transcribing text in files to data entry
■Notes ・Please connect Yoom with both Dropbox and Notion. ・The OCR AI operation is available only on the Team plan and Success plan. On the Free plan and Mini plan, the operations of the flow bots you configure will result in errors, so please be careful. ・Paid plans such as the Team plan and Success plan offer a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise restricted. ・For the trigger, you can select an execution interval of 5, 10, 15, 30, or 60 minutes. ・The shortest execution interval varies by plan, so please be aware. ・The maximum downloadable file size is 300 MB. Depending on the app's specifications, it may be less than 300 MB, so please be careful. ・For details on the file sizes that can be handled by the trigger and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・OCR may fail to read data that exceeds 6,500 characters or when the text is small, so please be aware.
Let's Create a Dropbox and Notion Integration Flow!
Now, let's create a flow that integrates Dropbox and Notion! This time, we'll use Yoom to proceed with the integration of Dropbox and Notion without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes:
■ Overview The "workflow to add file information stored in Dropbox to Notion" streamlines file information management. This contributes to increased productivity by reducing manual tasks.
■ Who we recommend this template to - Those who manage files using Dropbox - Those who want to share information about files saved in Dropbox quickly - Those who use Notion to centrally manage team or project information - Those who wish to streamline project management by quickly reflecting file information in Notion - Teams who share files on a daily basis and want to quickly grasp the latest information - Those who are interested in automation using IT tools and want to improve business efficiency
■ Attention - Please integrate Yoom with both Dropbox and Notion. - The trigger can be set to start at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
First, log in to your Yoom account. If you haven't used Yoom before, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Register My App with Dropbox
Let's register Dropbox as My App! Enter "Dropbox" in the input field, and when the Dropbox icon appears, click on the Dropbox icon.
1. The following screen will appear. Log in with the account you want to connect. Click Continue, and you will be prompted for a password. Once you enter the password, the Dropbox My App registration is complete!
Register My App with Notion
Search for Notion in the same way and click on the icon.
1. The following screen will appear. Click "Select a Page".
2. The following screen will appear. Select the page you want to allow access to, then click "Allowing Access".
When My App registration is successful, the following screen will appear. Check if the Dropbox and Notion icons are displayed on the My Apps screen.
■ Overview The "workflow to add file information stored in Dropbox to Notion" streamlines file information management. This contributes to increased productivity by reducing manual tasks.
■ Who we recommend this template to - Those who manage files using Dropbox - Those who want to share information about files saved in Dropbox quickly - Those who use Notion to centrally manage team or project information - Those who wish to streamline project management by quickly reflecting file information in Notion - Teams who share files on a daily basis and want to quickly grasp the latest information - Those who are interested in automation using IT tools and want to improve business efficiency
■ Attention - Please integrate Yoom with both Dropbox and Notion. - The trigger can be set to start at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Set a trigger when a file is created or updated in a specific folder on Dropbox
First, click the icon at the top that says "When a file is created or updated in a specific folder."
Set the account information to integrate with Dropbox. Select the trigger "When a file is created or updated in a specific folder." Once the setup is complete, click "Next."
Now, let's configure each item.
Trigger interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, socheck this article for peace of mind.
Target folder path, file name: Please enter while checking the notes below the input field.
If the test is successful, the information retrieved from Dropbox will be displayed as output as shown below. If you are interested in the details of the output, please check the link below. About the output Don't forget to click "Save" once the test is successful!
Step 4: Configure to add to Notion
Finally, click the icon for "Add Record."
Set the account information to integrate with Notion. Select the action "Send Message."
Set up the database integration. Database ID will be displayed as a list of suggestions when you click the input field, so please select from there. Once the setup is complete, click "Next."
Set the values of the records to be added. For this test, we are using the following database.
Let's configure each item using the output obtained from Dropbox. After completing the setup, test it and save it if there are no issues.
This completes the flow of [Adding file information stored in Dropbox to Notion].
Step 5: Test and Verify
Once the setup is complete, the following screen will be displayed. Click the "Turn on Trigger" button to start the flow bot.
That's how you add file information stored in Dropbox to Notion!
If you want to integrate Notion data with Dropbox
This time, we introduced how to integrate data from Dropbox to Notion, but if you want to integrate data from Notion to Dropbox, please also use the following template.
Create a folder in Dropbox when a page is created in the Notion database
This flow is useful when you are managing projects in Notion and saving related materials to Dropbox for each new project.
When a page is created in the Notion database, create a folder in Dropbox.
■Overview When managing projects and tasks in Notion, are you manually creating a folder in Dropbox each time to store related files? While this task is simple, as it adds up it becomes a significant burden and may lead to mistakes such as forgetting to create folders. By using this workflow, whenever a new page is created in a Notion database, a linked folder is automatically created in Dropbox, solving these issues.
■Who we recommend this template for ・Those who use Notion and Dropbox together and want to streamline the management of information and files ・Those who find manual folder creation cumbersome and want to prevent input errors or omissions ・Those who aim to improve productivity by automating routine work that connects multiple tools
■Notes ・Please connect Yoom to both Notion and Dropbox. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest available interval depends on your plan. ・Branching is a feature (operation) available on the Mini plan or higher. If you are on the Free plan, Flowbot operations you have configured will result in an error. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview Using the workflow 'When the status is updated in Notion, create a folder in Dropbox' streamlines the folder creation process. Folders are automatically created in conjunction with Notion information, contributing to reduced administrative tasks.
■Recommended for those who ・Are managing projects or documents using Notion ・Manage task statuses using Notion but find creating folders in Dropbox cumbersome ・Aim to streamline work and quickly manage folders ・Use Dropbox as cloud storage ・Want to manage files in Dropbox quickly
■Notes ・Please integrate both Notion and Dropbox with Yoom. ・You can select the trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available with the Mini Plan or higher plans. If you are on the free plan, the operation of the flowbot you set will result in an error, so please be cautious. ・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps or features (operations).
Other Automation Examples Using Dropbox and Notion APIs
It is possible to automate various tasks using the APIs of Dropbox and Notion. If you find something interesting, please give it a try!
Automation Examples Using Dropbox
Additionally, you can automatically save signed documents and create dedicated folders for each contact. Furthermore, it is also possible to compress and save form images!
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
■Overview The "Automatically save recording data to Dropbox after Zoom meeting ends" workflow leverages the integration of Zoom and Dropbox to streamline the management of meeting recordings. After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for ・Business professionals who frequently use Zoom and want to efficiently manage meeting recordings ・Team leaders who spend time saving and sharing recording data ・Companies already using Dropbox and looking to strengthen integration with other tools ・Administrators who want to automate data organization after meetings to improve work efficiency ・Those who want to reduce manual data saving tasks and focus on more creative work
■Notes ・Please integrate Zoom and Dropbox with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer here. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be aware. ・For details on the file size that can be handled by triggers and each operation, please check below. https://intercom.help/yoom/en/articles/9413924
■ 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
■Overview This is a flow to transcribe audio data uploaded to Dropbox and add it to Google Docs. It is a business workflow that automates the management of audio files and transcription work.
■Recommended for ・Those who want to streamline the recording of meetings and interviews Those who manually transcribe audio data from each meeting or interview and find it cumbersome ・Team leaders who want to enhance the management and utilization of audio data Those who want to organize audio data saved in Dropbox and centrally manage it in Google Docs ・Freelancers and small business owners who want to use their time effectively Those who want to save time and effort in their limited time
■Notes ・Please link Yoom with both Dropbox and Google Docs. ・OCR or AI operations for transcribing audio are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
You can automatically create pages based on form responses or keep received information as a record. It's also possible to organize registered lead information and set up automatic notifications triggered by page creation or updates.
■ Overview Are you manually copying the contents of customer inquiries or order emails received in Gmail into a Notion database? This task is time-consuming and prone to copy-and-paste mistakes and omissions. By using this workflow, simply receiving specific Gmail messages will prompt AI to automatically parse the content and add it to Notion, reducing the effort of consolidating information and enabling accurate data management.
■ Who we recommend this template for ・Those who manage information received in Gmail with Notion and find manual entry burdensome ・Teams that want to eliminate transcription errors from emails and improve the accuracy of data management ・Those who want to automate the initial steps of inquiry handling and task management, and focus on core work
■ Notes ・Please connect both Gmail and Notion with Yoom. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Notify Discord on Specific Status Update in Notion" workflow contributes to accelerating information sharing. Notifications arrive on Discord simultaneously with information updates on Notion, allowing immediate awareness of important information.
■Recommended For - Those using Notion for project or task management - Teams using Notion for task management who often miss important status updates - Those who want to quickly grasp task progress and efficiently advance projects - Those using Discord as a communication tool - Regular Discord users who want to quickly check task status updates
■Cautions - Connect both Notion and Discord with Yoom. - Trigger intervals can be set to 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies by plan. - Branching is a feature (operation) available in Mini plans and above. In the free plan, operations set in the flow bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial during which restricted apps and features (operations) can be used.
By integrating Dropbox and Notion, you can simplify the process of reviewing and transcribing files. Implementing automation to add files stored in Dropbox or received through forms to Notion should make document management and review easier! Additionally, you can use OCR to read PDF files and add them to Notion, making it ideal for managing reports and meeting materials.
If you're interested in automation using Yoom, please create a free account here. It takes about 30 seconds to register, so you can set it up during your work!
Conversely, you can create a folder in Dropbox after adding or updating data in Notion. Let automation handle file organization and create an environment where you can focus on other tasks!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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