How to Automatically Upload Attachments Received in Gmail to Dropbox

Read the following screen display and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, please do so from the screen below.
First, set up Gmail by clicking "When receiving an email with a specific label".

Step 3: Set the Gmail trigger that starts the flow and the subsequent Dropbox operation

When the following screen is displayed, please check the settings.

• "Title" → Can be freely changed
• "Account information connected to Gmail" → Check for discrepancies in the account
• "Trigger Action" → When an email with a specific label is received

When the following screen is displayed, select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※The trigger interval varies depending on the plan, but a shorter setting is generally recommended.
‍

Next, select a "Label" from the options.
Click inside the box to display the candidates and select the appropriate label.
Once set, click "Test" → "Test Successful" → "Save".

Next, set up Dropbox by clicking "Upload File".
When the following screen is displayed, please check the settings.

• "Title" → Can be freely changed
• "Linked Account" → Check for discrepancies in the account
• "Action" → Upload File

Please see the following precautions.

Scroll down and make the following settings.

• "Folder Path" → Set as described
• "File Name" → Set as described or use the retrieved value
  Use the retrieved values from Gmail to make the settings.
  The retrieved values will be displayed when you click the arrow in the red frame.

The following is an example, so please set it as you like.

Next, set the "File Attachment Method".
Click the arrow for "File" and select the attachment 1.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and check the operation of the Gmail and Dropbox integration

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.

Here is the template used this time.

Other Automation Examples Using Gmail and Dropbox

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Gmail and Dropbox.

If you find something interesting, please give it a try!

‍Automation Examples Integrating Gmail and Dropbox

It is possible to set up integrations such as notifying Gmail when a file is created or updated in a Dropbox folder, or using OCR to read document data posted in Gmail, updating the file name, and saving it to Dropbox.
Additionally, you can attach and send files via Gmail once they are stored in Dropbox.

Examples of Automation Using Gmail

Forwarding Files Received in Gmail to Chat Tools

Automatically forward files received in Gmail to platforms like Slack or Discord.

Add the content of emails received in Gmail as tasks in a project management tool

Automatically add the content of emails received in Gmail as tasks in Asana, Trello, etc.

Send a Template Email via Gmail from the Lead Details Page

Send template emails from customer management pages like Salesforce or HubSpot.

Automation Example Using Dropbox

Upload Files Submitted via Form to Dropbox

Automatically upload files submitted through Google Forms or similar to Dropbox.

Create a folder in Dropbox when a record is added to the database

Automatically create a folder in Dropbox when a record is added to Google Sheets, Notion, or similar services.

Save the recording data to Dropbox after the web meeting ends

Automatically save the recording data to Dropbox after a web meeting on Google Meet or Zoom.

Benefits and Examples of Integrating Gmail with Dropbox

Benefit 1: Save Work Time

By automatically saving files attached to emails received in Gmail to Dropbox, you eliminate the need to manually upload files or organize them into folders.
For example, when you receive a quotation via Gmail, it is automatically saved in a dedicated Dropbox folder.
This allows the person in charge to allocate the time spent on saving tasks to other important tasks, potentially improving work efficiency.
Especially in tasks that involve managing a large number of attachments, you should be able to enjoy significant benefits!

Benefit 2: Smooth File Sharing Within the Team

By automatically uploading files to Dropbox, you can smoothly share the latest data within the team.
This reduces the time lag that occurred when manually saving Gmail attachments, potentially improving the speed of business progress.
Specifically, when using Gmail to receive customer requests or documents, all team members can easily check the related materials.
This way, you can prevent situations where related materials are not uploaded, facilitating smoother information sharing.

Benefit 3: Prevent File Loss

Integrating Gmail with Dropbox can also prevent the loss of important attachments.
When saving files manually, have you ever missed saving them or saved them in the wrong folder?
By utilizing automation to upload attachments to Dropbox, files are securely saved in the designated folder, preventing loss.
For example, when an accounting person receives payment details or invoices via Gmail, automation ensures that the files are securely saved in Dropbox.
This not only prevents file loss but also makes it easier to check payment details and invoices.

Conclusion

By integrating Gmail with Dropbox, you should be able to save work time and facilitate file sharing within the team!
Additionally, automatically uploading files attached in Gmail to Dropbox prevents file loss.
With automation ensuring that files are properly saved, you can proceed with your work with peace of mind.

Let's use the template introduced this time to streamline document management.
Yoom's automation is easy for anyone to operate, so be sure to give it a try!