How to link Mazrica with Dropbox to create a folder for each client in Dropbox when a client is registered in Mazrica

In the business field, managing client information and organizing related documents are important challenges. Especially in companies where new client registration and document sharing are frequently conducted, manually creating folders and managing information can become a significant burden.
Therefore, we introduce a method to automatically create a folder for each client in Dropbox every time a client is registered in Mazrica by integrating Mazrica with Dropbox.
This integration can improve work efficiency and enhance the accuracy of information management.

Recommended for

Those who use Mazrica and Dropbox in their work
Those who aim to improve the efficiency of managing client information using Mazrica and Dropbox
Those who use Mazrica and Dropbox but face challenges in information search and sharing efficiency

Benefits and Examples of Integrating Mazrica and Dropbox

Benefit 1: Reduce Manual Work and Improve Work Efficiency

By integrating Mazrica and Dropbox, a folder is automatically created in Dropbox every time a client is registered in Mazrica. This system eliminates the need for manual folder creation, saving time and effort. The efficiency effect is particularly expected in sales and support teams with many new client registrations. For example, when a contract with a new customer is finalized, simply saving related documents in the automatically created folder in Dropbox can lead to smooth business progress. By streamlining such processes, staff can focus on other important tasks.

Benefit 2: Improve Searchability through Centralized Information Management

Folders automatically created can store materials and contracts related to each client, making it possible to quickly find the necessary information. Systematic organization of folders leads to a significant reduction in information search time. For instance, when the sales team searches for past proposals or communications, they can easily access all related files by searching folders by client name. This system prevents information duplication and oversight, facilitating smooth information sharing across the team.

Benefit 3: Prevent Human Errors in File Saving

Since folders in Dropbox are automatically created based on information in Mazrica, human errors such as incorrect folder name entry or wrong saving location can be prevented. For example, by setting the folder name to include customer ID or company name, the risk of saving related documents in the wrong folder is eliminated. Maintaining accurate information management in this way can reduce costs associated with troubleshooting and correction work due to errors.

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How to Create a Folder for Each Client in Dropbox When a Client is Registered in Mazrica

It is possible to achieve this by using Mazrica's API to receive notifications when a client is registered in Mazrica and using Dropbox's API to create folders in Dropbox with the registered client information.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

This time, we will create it through the following process.

Integrate Mazrica and Dropbox with My Apps
Copy the template
Set the trigger in Mazrica as the starting point of the flow and configure the subsequent Dropbox operations
Turn on the trigger button and verify the operation of the integration flow between Mazrica and Dropbox

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Connect Mazrica and Dropbox with My Apps

Let's register My Apps to connect Mazrica and Dropbox to Yoom.
By completing the My Apps registration first, you can smoothly proceed with the automation settings.

1. Click on My Apps on the left side of the Yoom page and select "New Connection".
Enter "Mazrica" in the search box at the top right and select Mazrica from the search results.

2. On the displayed screen, enter the account name and access token, then click "Add".
※ Please enter the "Account Name" and "Access Token" as instructed.

3. Next, register Dropbox with My Apps.
Similarly to the Mazrica registration, click on My Apps on the left side of the Yoom page and select "New Connection".
Enter "Dropbox" in the search box and select Dropbox from the search results. On the next screen, enter your email address and click "Continue".

Then, enter your password and click "Log In".

On the next screen, enter the code sent to your device and click "Continue".

If Mazrica and Dropbox are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

Open the template page below and click 'Try This Template'.

The template will be automatically copied to your workspace. Next, click "OK" on the displayed screen.

Step 3: Set up the Mazrica trigger as the starting point of the flow, followed by the Dropbox operation settings

1. Click "OK" on the previous screen and then click the app trigger "When a new client is registered" on the displayed screen.
※ This screen is displayed when you click "【Copy】Create a folder for each client in Dropbox when a client is registered in Mazrica" in the Flowbot under "My Projects" on the left side of the Yoom page.

2. Enter the required fields on the displayed screen and click "Next".

3. Set the details on the displayed screen.
Select the "Trigger Interval".
※ You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. Please note that the shortest trigger interval varies depending on the plan.

After completing the input, execute "Test" and if successful, click "Save".
※ The displayed output can be utilized in the next settings, as indicated by the note "This value can be used in other operations."

4. Next, click "Create Folder" to integrate with the app.
Enter the required fields on the displayed screen and click "Next".

5. Set up the API connection.
The output for each item set earlier will be retrieved.
Refer to the setting example for the "Folder Path", click the input field, and select from the displayed output to input.

After completing the input, execute "Test" and if successful, click "Save".

Step 4: Turn on the trigger button and verify the operation of the integration flow between Mazrica and Dropbox

Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.

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The template used this time is as follows.

Other Examples of Automation Using Mazrica and Dropbox

In addition, Yoom offers templates using Mazrica and Dropbox, so here are a few examples.

1. Registering Contact Information in Mazrica from Signature Information of Emails Received in Gmail
This flow registers contact information in Mazrica from the signature information of emails received in Gmail. By utilizing this flow, you can eliminate the manual task of transcribing information, which is expected to improve work efficiency. It also helps prevent errors from manual input, leading to improved accuracy of information. This automation flow is particularly useful when you need to respond quickly to a large number of received emails.

2. When a project action is registered in Mazrica, it is also added to Google Sheets
This is a flow where when a project action is registered in Mazrica, it is automatically added to Google Sheets. By utilizing this flow, you can automatically add project actions registered in Mazrica to Google Sheets. The automation of adding to Google Sheets can be useful for project analysis and information sharing across the team. Additionally, since manual addition is no longer necessary, it is expected to improve work efficiency.

3. Upload Attachments Received in Gmail to Dropbox
This flow uploads attachments received in Gmail to Dropbox. By utilizing this flow, work efficiency will improve, allowing you to allocate time to other important tasks. Additionally, it reduces the chances of missing files or making mistakes, enabling accurate data management. It is expected to alleviate future troubles and verification tasks, allowing operations to proceed more smoothly.

Summary

In this article, we introduced a method to integrate Mazrica with Dropbox, where a folder for each client is created in Dropbox when a client is registered in Mazrica. By integrating Mazrica and Dropbox, it is expected that the management of client information will be significantly streamlined. You can enjoy numerous benefits such as reducing manual tasks, preventing human errors, and improving information searchability. To enhance work efficiency and boost productivity, consider adopting this integration method.
No special skills or knowledge are required to implement automation with Yoom. Simply follow the instructions, and the operation is straightforward.
Please refer to this article and try integrating Mazrica with Dropbox.