When you receive a DWG file in Zoho Mail, convert it to PDF using an online tool and save it to OneDrive
When you receive a DWG file in Zoho Mail, convert it to PDF using an online tool and save it to OneDrive
Launch this workflow to connect
Zoho Mail &
Microsoft OneDrive
!
■Overview
When working with DWG files used for design data and other purposes, do you find it time-consuming to convert them to PDF each time you need to review or share them? This repetitive task not only takes time but can also lead to mistakes, such as missed conversions. By using this workflow, you can streamline the process of converting DWG files to PDF. Simply receive a specific email in Zoho Mail to automate everything from file conversion to saving the file in OneDrive, helping you work faster.
■Recommended for
- Anyone who regularly receives DWG files and finds manual PDF conversion a challenge
- Anyone who uses Zoho Mail and OneDrive and wants to streamline file management
- Anyone looking for an efficient way to convert DWG files to PDF and advance business automation
■Benefits of using this template
- Automatically handles everything from file conversion to saving the file in a specified folder when an email is received in Zoho Mail, reducing the time spent on manual work
- Prevents human errors commonly associated with manual file conversion and saving, such as missed conversions and incorrect save locations
■Flowbot steps
- First, connect Zoho Mail and OneDrive to Yoom
- Next, select Zoho Mail as the trigger and set the action to “When an email containing specific words arrives”
- In the operations, first set up the branching feature to split subsequent processes based on whether an attachment is included
- Next, use Zoho Mail’s “Get file information” and “Download file” actions to retrieve the target DWG file
- Set up the RPA feature’s “Operate browser” action, then use your preferred online file conversion tool to convert the DWG file to PDF
- Use the data transformation feature’s “Replace data using regular expressions” action to prepare the information used for the saved file name
- Finally, use OneDrive’s “Upload file” action to save the converted PDF file in the specified folder
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization options
- For the Zoho Mail trigger, freely specify keywords included in emails that should start the workflow, such as “DWG” or the name of a specific business partner
- For the RPA feature (browser operation), configure the URL of the online file conversion service you normally use, along with the series of steps from selecting the file to converting and downloading it, based on the actual screen
- For the OneDrive file upload action, you can specify the destination folder ID and the file name to use when outputting the file
■Notes
- Connect both Zoho Mail and OneDrive to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for personal use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in the Flowbot will result in an error.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use restricted apps and features (operations). For details, see the Plans and pricing page.
- Files up to 300 MB can be downloaded. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits for triggers and individual operations, see File size limits.
- The browser operation feature is available only on the Success plan. On the Free, Personal, Mini, and Team plans, operations configured in the Flowbot will result in an error.
- Paid plans, such as the Success plan, include a two-week free trial. During the free trial, you can use restricted apps and browser operation features. For details, see the Plans and pricing page.
- For details on how to configure browser operation features, see How to configure “Operate browser”.
- Customize browser operation features to match the website you use.
- Flowbots with more than five operations can be created on the Personal plan and higher. On the Free plan, the Flowbot will not start.
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