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, do so from the screen below.
First, set up Gmail by clicking "When receiving an email with a specific label".

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

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

• "Title" → Can be changed freely
• "Account information linked with Gmail" → Check for any discrepancies in the account
• "Trigger Action" → When receiving an email with a specific label
  

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 candidates.
Click inside the box to display the candidates, then select the appropriate label.
Once set, click "Test" → "Test Successful" → "Save".

Next, set up Dropbox by clicking "Upload File".
The following screen will be displayed, so please check the settings.

• "Title" → Can be changed freely
• "Account information linked with Dropbox" → Check for any 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 output
  Use the Gmail output to make the settings.
  The output can be displayed by clicking the arrow in the red frame.

The following is an example, so set it as desired.

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

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

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

Here is the template used this time.

Other Automation Examples Using Gmail and Dropbox

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Gmail and Dropbox.

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

‍Automation Examples Integrating Gmail and Dropbox

You can 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 a Chat Tool

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

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 Detail Page

Send a template email 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, etc.

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 previously spent on saving tasks to other important work, potentially improving work efficiency.
Especially in tasks that involve managing a large number of attachments, this should provide significant benefits!

Benefit 2: Smooth File Sharing Within the Team

By automatically uploading files to Dropbox, you can smoothly share the latest data within your team.
This reduces the time lag that occurred when manually saving Gmail attachments, potentially improving the speed of work 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, isn't there a chance of missing a save or saving to the wrong folder?
By utilizing automation to upload attachments to Dropbox, files are reliably saved in the designated folder, preventing loss.
For example, when an accountant receives payment details or invoices via Gmail, automation ensures that files are reliably saved to Dropbox.
This not only prevents file loss but also makes it easier to check payment details and invoices.

Conclusion

Integrating Gmail with Dropbox should save work time and make file sharing within the team easier!
Additionally, automatically uploading files attached in Gmail to Dropbox can prevent file loss.
By creating an environment where files are properly saved through automation, 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!