Store the invoice file in Dropbox.

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◼️Overview

‍The invoice files registered in the input form are automatically stored in Dropbox.

The content of the form can be flexibly customized.

The storage location, file format, and file name format of the invoice files can also be freely customized.‍

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◼️Setup Method‍

1. Please link Dropbox with Yoom. (My App Integration)

2. Select a form trigger, add any fields and invoice file attachment fields, and create an input form.

3. Create an approval request message and send it to the person in charge. Set the completion conditions and the operation for returning.

4. Use the "Upload File" operation in Dropbox to specify the folder path for saving the file and set the file name based on the file information obtained from the input form.

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◼️Notes‍

・Account linkage with Dropbox is required.

・Please modify the form settings and file name format as needed.

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About the Apps You Use

Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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