Automatically Send and Forward Email File Data to Dropbox
This is a flow that automates the addition of data starting from email apps like Gmail. You can save files to Dropbox and then automatically send an email with the attached file.
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If you need to upload files to other cloud storage after uploading them to Dropbox, you'll end up repeating the same tasks, right?
Also, notifying about newly added data via chat tools, downloading files attached to emails, and then uploading them to Dropbox again... doesn't file management seem quite cumbersome?
If you have such concerns, we recommend introducing automation using Dropbox!
By implementing automation, all these tasks can be automated, potentially achieving efficient file management.
<span class="mark-yellow">In this article, we will specifically explain how to introduce automation without programming knowledge!</span>
By utilizing Dropbox automation, you might not only improve work efficiency but also prevent file sharing mistakes and delays in response. We will explain in detail how to set it up easily, so please take a look!
Yoom offers templates for automating workflows using Dropbox! If you want to try it right away, click the banner below to start!
There are several ways to automatically update data in Dropbox. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example that interests you, and register an account to immediately experience automatic updates in Dropbox. Registration takes just 30 seconds, so feel free to give it a try!
This is a flow where data is sent from storage apps like OneDrive to Dropbox. You can automatically save files without opening emails.
This is a flow that automates the addition of data starting from email apps like Gmail. You can save files to Dropbox and then automatically send an email with the attached file.
This flow adds data to Dropbox starting from customer management apps like HubSpot. Folder creation can be automated.
Let's get started by creating a flow to automatically send and transfer data from Dropbox! This time, we will use Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that stores files saved in OneDrive into Dropbox!
The creation process is broadly divided into the following steps:
First, connect OneDrive and Dropbox with My App.
After logging into Yoom, click "+ Add" from "My Apps" in the left menu.
[For OneDrive]
1. Search for "OneDrive" and select OneDrive from the list of apps.
2. You will be prompted to sign in with your Microsoft account, so enter the email address of the account you want to connect with Yoom.
3. Enter your password.
This completes the connection of OneDrive with My App.
For more information on the registration process and precautions for My App in Microsoft 365 services, please also refer to this page!
*Microsoft 365 (formerly Office 365) has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
[For Dropbox]
1. Search for "Dropbox" and select Dropbox from the list of apps.
2. Enter the registered email address for Dropbox and click "Continue".
Once you have logged in, click "Allow" on the next screen.This completes the connection of Dropbox with My App.
Once the connection with My App is complete, let's set up the template right away.
Click "Try it" on the banner below to copy the template.
When the template is copied to Yoom, the following screen will be displayed, so press "OK".
(1) Click on "When a file is created or updated in a specific folder" at the top of the template.
(2) Select the OneDrive account information you want to link with under "Account information to link with OneDrive" and click "Next".
(3) Select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to set the shortest time.
※ Please note that the activation interval varies depending on the plan.
(4) Enter the ID of the drive where the file will be stored in "Drive ID".
A list of drive IDs for the linked account will be displayed under "Candidates", so select the drive name for operation. The drive ID will be entered automatically.
(5) Enter the name of the target folder in "Folder Name".
(6) Set the "Folder ID".
Click on the target folder name from "Candidates".
※ If the target folder name is not displayed in "Candidates", change the "Folder Name" set earlier. For example, if you want to set a folder named "Test0328", it is recommended to enter only a part like "Te".
(7) Click "Test" to extract file information from the set OneDrive folder.
If the information is successfully extracted in "Output", click "Save" to complete the setup.
(1) Click on "Download File" in the template.
(2) Select the OneDrive account information you want to link with under "Account information to link with OneDrive" and click "Next".
(3) Enter the OneDrive drive ID in "Drive ID".
Select the target drive from "Candidates". The drive ID will be entered automatically.
(4) Set the file ID extracted in Step 3 in "File Item ID".
Select "Item ID" from "When a file is created or updated in a specific folder" in "Output".
(5) Click "Test" to download the file.
If "Test Successful" is displayed, click "Download" to check if it is the same as the file set in the trigger.
If there are no issues, click "Save" to complete the setup.
(1) Click on "Upload File" in the template.
(2) Select the Dropbox account information you want to operate with under "Account information to link with Dropbox".
(3) Set the path of the Dropbox folder you want to store in "Folder Path" as desired.
Set it in the order of "/Main Folder Name/Subfolder Name/...".
If not set, it will not be saved in a specific folder.
(4) Set the name of the file to be stored in Dropbox in "File Name".
By selecting "Item Name" from "When a file is created or updated in a specific folder" in "Output", you can save the file name stored in OneDrive directly to Dropbox.
(5) In "File Attachment Method", select "Use Output" and in "File", select "Downloaded File".
Finally, click "Test" to actually store the file in Dropbox.
(6) Once the test is successful, check if the file is actually saved in Dropbox.
If it is stored correctly, click "Save" to complete the setup.
This completes all the settings.
After completing the settings, a pop-up like the one below will be displayed, so turn ON the trigger.
Check if the flow operates normally!
Yoom has many other templates for automation using Dropbox!
Be sure to look for automation examples with apps you are familiar with.
How was it? By enabling automatic updates for Dropbox, you can quickly complete data synchronization with other cloud storage services and have attachments automatically uploaded, creating a very convenient working environment.
With this, you will likely have fewer worries about missing files or wondering which cloud storage has the latest data!
Moreover, automation like this can be achieved without programming knowledge by utilizing the no-code tool Yoom!
It's designed simply so that even beginners can easily take on the challenge, allowing anyone to easily implement Dropbox automation.
If you're interested, start by creating a free account and check out the usability for yourself.
Registration takes just 30 seconds. After registering, you can immediately start operating the actual device, allowing you to check the usability while actually using it!
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