■Overview
This is a flow where, once a request is approved in CollaboFlow, the application documents are uploaded as a PDF to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage applications using CollaboFlow
・Those who use CollaboFlow with their team for application management but want to streamline post-approval procedures
・Those who want to automatically execute necessary processes once an application is approved to reduce working time
2. Those who use Dropbox for file management
・Those who use Dropbox regularly and want to automatically store approved application documents
・Those who find uploading and organizing files cumbersome
■Benefits of using this template
The benefit of using this flow is that when an application is approved in CollaboFlow, the application documents are automatically uploaded as a PDF to Dropbox.
This not only allows for smooth saving and management of application documents but also eliminates the need for manual upload tasks, thereby improving operational efficiency.
Additionally, since the application documents are automatically organized and saved in Dropbox, you can quickly find the necessary documents, saving time.
Furthermore, achieving centralized document management facilitates smooth information sharing among team members, strengthening communication.
■Notes
・Please connect Yoom with both CollaboFlow and Dropbox.