Create a folder in Dropbox when a page matching specific conditions is created in Confluence

■Overview

After creating meeting notes or project documents in Confluence, creating a new Dropbox folder each time to store related files can be time-consuming. This manual process can also lead to mistakes, such as forgetting to create a folder or using inconsistent naming conventions. This workflow automatically creates a Dropbox folder when a page is created in Confluence. Eliminate manual tasks between Dropbox and Confluence to streamline and standardize file management.

■Who Should Use This Template

• Anyone who uses Confluence and Dropbox regularly and manages files manually
• Anyone who wants to streamline file management by linking Confluence documents with Dropbox files
• Anyone who wants to standardize workflows that use Dropbox and Confluence across their team

■Benefits of Using This Template

• A Dropbox folder is automatically created when a page is created in Confluence, reducing time spent on manual tasks so you can focus on more important work.
• Prevent missed folder creation and naming errors caused by manual work, helping standardize file management with Dropbox and Confluence.

■Workflow Steps

1. First, connect Confluence and Dropbox to Yoom.
2. Next, select Confluence as the trigger and set the action to “When a page is created.”
3. Then, configure a branching function in the operation so that subsequent steps run only when a page meeting specific conditions is created.
4. Finally, configure Dropbox’s “Create a folder” action in the operation to create a folder in the specified location.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization Options

• For the branching function, set the conditions for the Confluence pages that should trigger the workflow. You can use the page title, labels, and other criteria.
• For the Dropbox folder creation operation, set the folder name and destination folder as needed. You can also include Confluence page information in the folder name.

■Notes‍

• Connect both Confluence and Dropbox to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.