How to integrate Slack and Dropbox to store files sent in Slack to Dropbox

In modern business, information sharing and file management between teams are critical challenges.
For teams that frequently exchange files, manually saving files can be cumbersome.
This blog explains how to automatically store files sent via Slack into Dropbox.
By integrating Slack and Dropbox, you can streamline daily operations and expect accurate information sharing through automation.
We will also explain how to set up this integration without coding, so please use it as a reference.

Recommended for

Those who frequently exchange files on Slack and want to reduce the hassle of file storage
Those who want to make file management in Dropbox more efficient
Those who want to facilitate smooth information sharing between teams

Benefits and Examples of Integrating Slack and Dropbox

Benefit 1: Increased Efficiency

By automatically storing files sent via Slack into Dropbox, you can quickly perform file-saving tasks.
This reduces the time employees spend on saving tasks, allowing them to focus on other important work.
Especially for teams that frequently share files, significant time savings and improved work efficiency can be expected, leading to overall business efficiency improvements.
Automation also helps prevent human errors.
For example, if sales representatives frequently share estimates or proposals on Slack, setting up automatic saving to Dropbox eliminates the need for manual organization of important documents.
This reduces the time spent searching for estimates, allowing more focus on client interactions.

Benefit 2: Centralized Information Management

Automatically saving files shared on Slack to Dropbox enables centralized information management.
All files are automatically organized into specific folders, making later access easier and improving work efficiency.
Additionally, by utilizing Dropbox's search function, you can quickly find the necessary files and reuse them smoothly.
This system reduces the burden of document management and is expected to improve overall business efficiency.
For example, when the accounting team organizes expense-related files at the end of the month, using Dropbox's search function makes it easier to find specific invoices or receipts sent on Slack.
This allows for the quick completion of data collection needed for accounting software.

Benefit 3: Smooth Information Sharing Between Teams

With files automatically saved to Dropbox, everyone can easily access the necessary files at any time.
For example, when documents or important files related to project progress are shared on Slack, they are saved directly to Dropbox, allowing team members to quickly retrieve the necessary files from an organized location.
This facilitates smooth information sharing between teams.

From here, we will proceed with the setup using Yoom's template 【Store files sent via Slack into Dropbox】.

[What is Yoom]

How to Store Files Sent via Slack into Dropbox

To store files sent via Slack into Dropbox, you can use Slack's API to detect file upload events and retrieve the file data. Then, by using Dropbox's API, you can upload the files to a specified folder.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The steps for this integration flow are as follows:

・Integrate Slack and Dropbox with My Apps
・Copy the template
・Set triggers and actions
・Finally, confirm that the trigger is activated

Preparation
1) First, access the official Yoom website and create an account.
Yoom Account Registration Page
If you already have an account, please log in.

Step 1: Connect Slack and Dropbox to My Apps

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected to Yoom will be displayed. Search for the two apps you will use, Slack and Dropbox, from the search bar at the top.

Once you select Slack, choose the posting destination and click "Allow".

Similarly, once you select Dropbox, log in with the account you will use.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Please click this banner.

1) Click the "Try this template" icon.

2) A display like the one below will appear, click "OK".

If it is displayed as below, the copy is successful.

The title and details can be edited by clicking. Please change them as needed.
Click the icons with "!" on the right in order from top to set the operations.
The template is saved in My Projects.
The copied template can also be opened from My Projects.

Step 3: Set the Trigger

Click "App Trigger When a file is posted to the channel".

Step 4: Set Slack Action

1) Select the action "When a file is posted to the channel" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If the app is linked, you can select the channel ID from the suggestions.
Once selection is complete, click "Test" and after a successful test, click "Save".

Step 5: Set Slack Action

1) Return to the flow and click the icon "Integrate with app Download posted file".

2) Select the action "Download posted file" and click "Next".

3) Enter the download link for the file.

If the app is linked, you can use Slack's output information to enter.
Select from the suggestions and once entry is complete, click "Save".

Step 6: Set Dropbox Action

‍1) Return to the flow and click the icon "Integrate with app Download file".

2) Select the action "Download file" and click "Next".

3) Enter the download link for the file.
If the app is linked, you can use Slack's output information to enter.
Select from the suggestions and once entry is complete, click "Save".

This completes the flow of 【Storing files sent via Slack to Dropbox】.

Step 7: Test and Verify

Once the setup is complete, a display like the one below will appear, click "Turn ON Trigger".
Start the flow bot and verify it works correctly.

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Here is the template used this time

Other Automation Examples Using Slack and Dropbox

There are many other examples of automation using Slack and Dropbox in Yoom, so here are a few to introduce.

1. Notify Slack when an invoice file is stored in Dropbox
This template allows you to automatically notify Slack when an invoice file is stored in Dropbox.
By sending a notification containing the stored file name and storage date to a specified Slack channel, stakeholders can quickly confirm the addition of invoices.
This integration is expected to improve file management efficiency, eliminate sharing time lags, and promote faster operations and error prevention.

2. When an email with an attachment arrives, notify Slack and upload the file to Dropbox
With this template, you can automatically send a notification to Slack when an email with an attachment arrives, while simultaneously uploading the attachment to Dropbox.
By including the sender's information and the file name in the Slack notification, stakeholders can quickly understand the content.
This integration is expected to improve file management efficiency and speed up email response, thereby enhancing productivity.

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3. Store files attached to emails in Dropbox
This template allows you to automatically store files attached to emails in Dropbox.
You can also set up folders to be sorted by the sender or subject of the email, making it easy to organize and search for files.
This integration is expected to eliminate the hassle of manual file saving, prevent errors and omissions, and improve work efficiency and smooth file management.

Summary

In this blog, we introduced how to integrate Slack with Dropbox to automatically store files sent via Slack into Dropbox.
By implementing this system, daily file management becomes more efficient, reducing the risk of overlooking or losing important data, and improving overall efficiency.
Additionally, centralized file management facilitates smoother information sharing within the team and is expected to reduce the effort required for searching and backing up files.
Furthermore, by using a no-code tool called Yoom to set up the integration, even beginners can easily achieve automation.
If you aim to improve work efficiency and save time, take this opportunity to try automation using Slack and Dropbox.