How to Integrate Applications

2025-04-16

How to integrate Google Sheets with Dropbox to convert Google Sheets to PDF and store them in Dropbox

k.hieda

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!

Google Sheets is highly versatile and low-cost, making it popular for both business and personal use. On the other hand, the cloud service Dropbox offers excellent secure backup and convenient access to files. By integrating and automating these two, you can use them even more conveniently! We considered what kind of automation can be achieved and what benefits can be gained by integrating Google Sheets and Dropbox.

In this article, we will introduce the benefits of integration, specific automation examples, and how to implement them without programming using a template that uploads a file in PDF format to Dropbox when a Google Sheet is created in Google Drive.

Three Benefits and Drawbacks of Automating the Flow of Converting Google Sheets to PDF and Storing in Dropbox

What advantages can be gained from the automation flow of uploading a file in PDF format to Dropbox when a Google Sheet is created in Google Drive? We have considered this.

Benefit 1: Significant Reduction in Manual Work

The flow of generating a PDF from Google Sheets and storing it in Dropbox is not a difficult task, but when the number increases, it significantly impinges on working time. For tasks like monthly invoices and estimates, you can noticeably feel the convenience in handling large volumes of work.

Benefit 2: Enhanced Backup

By being able to store files in both Google Drive and Dropbox, backup is enhanced. Even if an issue arises with one, you can rest assured knowing there is a backup on the other.

Benefit 3: Access Necessary PDFs Even on the Go

Files saved in Dropbox can be accessed offline. If you forget to output an estimate while on the go, a common issue, you can still obtain the file by accessing Dropbox, making the advantage of consolidating data in Dropbox significant.

Drawbacks of Not Integrating

It seems very convenient, but if you think you’ll leave it for another time because you don’t know how to do it, please calculate the man-hours spent manually creating and storing estimates and invoices as you have been doing! Starting today, reducing that time can lead to a significant difference in working hours over a month or a year.

At Yoom, Implementation is Possible Without Programming

We have introduced the benefits and drawbacks. Implementing the above automation requires programming skills and knowledge. If you have never touched programming, it might seem daunting. Even if you have resources within your company, you might be hesitant to request every time, right?

At Yoom, we are developing a service that allows app integration to be implemented without code.

From the next section, we will introduce how to create a flow bot that uploads a file in PDF format to Dropbox when a Google Sheet is created in Google Drive, using Yoom's template.

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How to Create a Connection Between Google Sheets and Dropbox Using a Template

We will introduce how to create it using a template. If you have the app integration done in advance, you can do it in a short time.

Things to Prepare in Advance

You need to connect each app with Yoom.

Google Drive and Sheets

  • Google account login information (email address and password)
  • Create a specified parent folder in Google Drive
  • Data to be converted to PDF in Google Sheets (store it in the above folder)

Dropbox

  • Login information (email address, password)
  • Folder to store files (existing folder or new folder is OK)

Step 1 Copy Yoom's Template to My Project

Click this banner to copy it to "My Project" in Yoom's workspace.

Click "Edit" in the upper right corner to proceed to edit each operation.

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Step 2 Set App Trigger "When a new file or folder is created in Google Drive"

Click the first process.

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(1/2) Select Linked Account and Action

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App Trigger Title → "When a new file or folder is created"
App → Google Drive
Account Information to Link with Google Drive → Click "+ Add Linked Account". Select the Google account that can access the folder and allow linking with Yoom.
Trigger Action → "When a new file or folder is created"
It is selected by default, so no operation is required.

→ Next

(2/2) API Connection Settings for App Trigger

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Trigger Connection Interval → You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Folder ID → Click the edit field to display and select candidates. Alternatively, enter the string in the Google Drive URL "https://drive.google.com/drive/folders/this-string". This time, we specified the folder "Store in Dropbox".
→ Click Test! → Success
The output extracts the items needed for the subsequent operation.

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→ Save

Step 3 Integrate App "Download Google Spreadsheet"

Click the second process of the Flowbot.

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(1/2) Set Linked Account and Action

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Title → Download Google Spreadsheet (No operation required)
App → Google Drive
Since it is linked in Step 2, no operation is required.
Action → Download Google Spreadsheet (No operation required)

→ Next

(2/2) API Connection Settings

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File ID → The {{File ID}} obtained from the previous output is selected by default. No operation is required.
File Type → PDF is selected. We will continue with this, but CSV and Excel can also be set as conversion targets.
→ Click Test
→ Success ※ If there is an error here, it may be because neither an image nor a PDF file is stored in the specified folder, so check the folder!
The output contains the acquired file information.

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→ Save

Step 4 Integrate App "Upload File to Dropbox"

Click the third process of the Flowbot!

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(1/2) Set Linked Account and Action

Title → Upload File
App → Dropbox
Account Information to Link with Dropbox → Click "+ Add Linked Account". Enter the email address and password of the account to log in. For two-factor authentication, an authentication code will be sent to the linked device, so check and enter it to link.

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Action → Upload File

(2/2) API Connection Settings

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Folder Path → Enter in the format "/FolderName/FolderName". This time, we created a folder "From Spreadsheet to PDF" directly under home, so it will be displayed as "/From Spreadsheet to PDF".
File Name → We wanted to use the title of the Google Spreadsheet as the file name, so we selected {{File Name}} from the output. Since that alone lacks an extension, we entered ".pdf".
→ Click Test → Success

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The sheet "Invoice Test_" that was created in the specified folder of Google Drive

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It was converted to PDF and stored in the specified folder of Dropbox.

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The extension is perfectly reflected.

Step 5 Turn App Trigger [ON]

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Turn the Flowbot's email trigger [ON] to activate the Flowbot. It's complete! It was implemented quite easily.

Summary

How was it? This time, we introduced the automation, advantages, and disadvantages of integrating Google Sheets with Dropbox, and a method that can be achieved without programming.

Until now, I have been manually converting Google Sheets to PDF and storing files. Specifying folders for storage is quite a hassle, isn't it? Sometimes you have to search or click multiple times. Knowing that this hassle can be automated made me realize, "Yes! It was quite a hassle." The more unnamed manual tasks there are, the more time they consume. It's a time thief.

By automating tasks, you can contribute to creating time for studying, discussions with colleagues, and communication.
Use Yoom to enrich your and your team's time♪
Please start by registering for the free plan.

Try Yoom for free

See you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Google Sheets
Google Drive
Dropbox
Automation
Integration
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