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

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Let's integrate Dropbox and Trello to centralize file management and task management.
By integrating these two tools, you can expect improved work efficiency and reduced workload. You are less likely to forget to check files or feel the hassle of creating cards.
If you are already using these two tools, why not integrate them?

Recommended for

・Those who notify stakeholders when new files are uploaded to Dropbox
・Teams that manage 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. Since you only need to check the Trello card, the flow where the uploader notifies via message and the receiver creates a task in Trello is centralized, leading to improved 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 flow of adding file checks to Trello.

Benefit 2: Avoiding Confirmation Mistakes

Typically, file exchanges are often done by attaching them to emails or saving them in commonly managed folders like Dropbox.
However, haven't you ever forgotten to confirm even after receiving a message that the file was sent or saved? This integration can potentially avoid such confirmation oversights.
For example, if there are several documents created by a subordinate and you were putting off checking them all at once, 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 you can focus on core tasks.
For example, previously, you had to report that a file was uploaded during work breaks or add file checks as tasks in Trello. Therefore, you had to interrupt the core tasks you wanted to focus on and spend time on reporting and task management.
However, by introducing 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.

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Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.

[What is Yoom]

This time, we will automate "creating a card in Trello when a file is added to Dropbox" using the following template.

How to Create a Dropbox and Trello Integration Flow

The integration flow this time is broadly divided into the following processes.

・Integrate Dropbox and Trello with My Apps
・Set up Dropbox
・Set up to add a card to Trello
・Turn on the trigger button and check the integration operation of Dropbox and Trello

Step 1: Integrate Dropbox and Trello with My Apps

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

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

Integration of Dropbox and Yoom

1. Search
‍Select the Dropbox icon.

2. Log in

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

3. Allow

Then, you will transition to a screen like the one above.
Check the contents and press the "Allow" button.

4. Add

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

Integration of Trello and Yoom

1. Search
‍Click the Trello icon.‍

2. Enter required fields

Fill in each item.
For more details, please see About Trello My App Integration.

The API key and access token obtained here will be used in later settings.

3. Add
‍Once all inputs 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 the 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" under the Dropbox icon.
Since the title and other settings are complete, press Next.

4. Set the trigger interval

Set the trigger interval.
Triggers can be set at 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, specify a particular file name and set it.

6. Run the test

Once the settings are complete, press the test button.
If "Test successful" is displayed, you are done. Click Save.

Step 4: Setting up to create a card in Trello

1. Connect with the app

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

2. Set the key and token

Enter the API key and access token you used earlier when linking My Apps.
You can also re-acquire it from Trello My Apps Integration.‍

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 when you click the box.

Decide which list to create the card in.

Also, this time the title and description are already set.
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, you are done. 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.

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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 in Yoom, so here are a few.

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

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

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

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

3. When a page is created in the Notion database, create a folder in Dropbox

When a new project is initiated and a page is created in Notion, a corresponding folder can be automatically created.

Summary

Uploading a folder will be added to a Trello 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 little?