How to integrate Dropbox with Trello to create a card in Trello when a file is added to Dropbox

Let's integrate Dropbox and Trello to centralize file management and task management.
By linking these two tools, you can expect improved work efficiency and reduced workload. You are less likely to forget to check files or find it cumbersome to create cards.
If you are using these two tools, why not try integrating them?

Recommended for

・Those who notify stakeholders when a new file is uploaded to Dropbox
・Teams managing tasks with Trello
・Those who do not want to miss specific files added to Dropbox
・Teams that share the responsibility of checking specific files added to Dropbox

Benefits and Examples of Integrating Dropbox and Trello

Benefit 1: Improved Work Efficiency

With this integration, when a specific file is uploaded to Dropbox, a card is automatically created in Trello. This means that you only need to check the Trello card, streamlining the process of notifying the uploader via message and creating a task in Trello for the receiver, thus improving efficiency.
For example, after the design team uploads a file to Dropbox, they send a message to the marketing team that receives it. Additionally, the marketing team can simplify the process of adding file checks to Trello.

Benefit 2: Avoiding Confirmation Mistakes

Typically, file exchanges are done by attaching them to emails or saving them in commonly managed folders like Dropbox.
However, have you ever forgotten to check even after receiving a message that a file has been sent or saved? This integration can potentially avoid such confirmation oversights.
For instance, if there are several documents created by a subordinate that you intended to check later, this applies.
By adding them as tasks on Trello cards, you might reduce such mistakes.

Benefit 3: Strengthening Focus on Core Tasks

By integrating Dropbox and Trello, you may feel less burdened by administrative tasks. This could increase the time available to focus on core tasks.
For example, previously, you had to report that a file was uploaded during work breaks and add file checks as tasks in Trello. This required interrupting your core tasks and allocating time for reporting and task management.
However, with this integration, you can recognize the existence of files just by checking Trello, and the creation of cards itself is automated, making it easier to secure time for core tasks. Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a 2-week trial, allowing you to test the usability through actual operation. [What is Yoom] This time, we will automate the process of "creating a card in Trello when a file is added to Dropbox" using the template below.

How to Create a Dropbox and Trello Integration Flow

The integration flow is broadly divided into the following processes.

・Integrate Dropbox and Trello with My Apps
・Set up Dropbox
・Configure settings to add a card to Trello
・Turn on the trigger button and verify the integration between Dropbox and Trello

Step 1: Integrate Dropbox and Trello with My Apps

After completing the registration with Yoom, select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration between Dropbox and Yoom

1. Search
‍Select the Dropbox icon.

2. Log in

A login screen will appear, so log in to Dropbox.

3. Authorize

You will then be taken to a screen like the one above.
Check the contents and press the "Authorize" button.

4. Add

The screen will switch, and if the above display appears, the integration is complete.

Integration between Trello and Yoom

1. Search
‍Click the Trello icon.‍

2. Enter required fields

Fill in each field.
For more details, please refer to Trello My Apps Integration.

<span class="mark-yellow">The API key and access token obtained here will be used in later settings.</span>

3. Add
‍Once all entries are complete, click the add button at the bottom right.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register‍

※ If you have already completed registration, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Setting up Dropbox

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click "Create a card in Trello when a file is added to Dropbox".

3. Select an app trigger

Click "When a file is created or updated in a specific folder" on the Dropbox icon.
Since the title and other settings are complete, press Next.

4. Set the trigger interval

Set the trigger interval.
The trigger can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

5. Enter the ID

Set the path of the target folder according to the supplement at the bottom of the box.

This Flowbot is set to trigger only when a specific keyword is included in the file name.
Therefore, set a specific file name.

6. Run the test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Setting up to create a card in Trello

1. Connect with the app

Click "Create a new card" on the Trello icon.
Since the title and other settings are complete, press Next.‍

2. Set the key and token

<span class="mark-yellow">Enter the API key and access token used during the My App connection earlier.</span>
You can also re-acquire it from Trello My App connection.‍

3. Enter the ID

Enter each ID.
Obtain the board ID from the Trello page and paste it. The list ID will be displayed in a list by clicking the box.

Decide which list to create the card in.

Also, the title and description are already set this time.
The file name is set as the title, and this is also added to the description.‍

4. Run the test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

5. Turn on the trigger

When the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

‍

Flowbot template used this time
Create a card in Trello when a file is added to Dropbox

Other Automation Examples Using Dropbox

There are many other examples of automation using Dropbox on Yoom, so here are a few to introduce.

1. Notify Discord When a New File is Added to Dropbox

You will be able to receive notifications on Discord when a file is added, making it easier to respond quickly. Please use this to strengthen collaboration within your team.

2. Notify on Slack when an invoice file is stored in Dropbox

This automation only notifies about the addition of invoices. It helps reduce the oversight of important financial documents and facilitates smooth administrative work.

3. Create a folder in Dropbox when a page is created in the Notion database

When a new project is initiated and a page is created in Notion, it is possible to automatically create a corresponding folder.

Summary

Uploading a folder will be added to Trello's card, reducing the need for notification tasks.
Additionally, those checking the folder can manage the file verification process as a task, which is expected to help prevent oversights.
Why not take this opportunity to introduce automation and lighten your daily workload a bit?