When an invoice file is stored in Dropbox, notify in Slack.
Dropbox Slack

When an invoice file is stored in Dropbox, notify in Slack.

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■Overview

This is a flow where once invoice information is entered into the input form, the invoice file is stored in Dropbox and a notification is sent to Slack.

■Recommended for

1. Companies or teams collecting invoice information through input forms

  • Accounting personnel collecting invoice information from customers or clients using online forms
  • Administrators of companies who want to create and manage invoices based on form inputs

2. Companies or teams using Dropbox

  • Personnel using Dropbox for file storage and sharing
  • Companies that prioritize secure storage and backup of invoices and related documents

3. Companies or teams using Slack

  • Personnel using Slack for communication and notifications among team members
  • Companies that want to share important information with the team in real-time

4. Individuals promoting system integration and process automation

  • Accounting personnel who want to reduce the hassle of manual invoice management and notification tasks
  • IT personnel or business process managers who want to automate data integration between different systems

■Benefits of using this template

・It significantly improves operational efficiency by reducing the hassle of manually creating, saving, and notifying invoice files.

・Since invoice files are securely stored in Dropbox, data consistency and accuracy are maintained, allowing smooth accounting operations and information management.

・It enables quick response and effective resource management, leading to improved overall productivity.

Notes

・Please integrate Yoom with both Dropbox and Slack.

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About the Apps You Use
Dropbox
Dropbox
Templates using

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
Slack
Slack
Templates using

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

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When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
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.
see details
Templates

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a stamp is added to a message (Webhook)
    When mentioned in a channel
    When a message containing specified text is posted to a channel
    When the Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users specified)
    When a message containing the specified text is posted to the channel (specified by regular expression)
    New Channel Created (Webhook)
    When a message is posted in a thread (Webhook)
Flowbot operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
    Get File List in Folder (Team Folder)
    Move File to Specified Folder
    Send Message to Channel
    Send a direct message
    Send a file (Support ended on 11/12)
    Get Member IDs in Channel
    Create Channel
    Invite Members to Channel
    List User Groups
    Send a message to a thread
    Archive a channel
    Retrieve Thread Messages
    Retrieve a list of public channels
    Remove a member from a private channel
    Search User by Email
    Retrieve user information
    Retrieve Specific Message
    Get Message Link
    Delete Message
    List users in a user group
    Get List of Reactions for a Specific Message
    Create User Group
    Send a file to a thread (Support ended on 11/12)
    Get channel message history
    Send a message with attachments to a channel
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
    Get File List in Folder (Team Folder)
    Move File to Specified Folder
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a stamp is added to a message (Webhook)
    When mentioned in a channel
    When a message containing specified text is posted to a channel
    When the Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users specified)
    When a message containing the specified text is posted to the channel (specified by regular expression)
    New Channel Created (Webhook)
    When a message is posted in a thread (Webhook)
Flowbot operations
    Send Message to Channel
    Send a direct message
    Send a file (Support ended on 11/12)
    Get Member IDs in Channel
    Create Channel
    Invite Members to Channel
    List User Groups
    Send a message to a thread
    Archive a channel
    Retrieve Thread Messages
    Retrieve a list of public channels
    Remove a member from a private channel
    Search User by Email
    Retrieve user information
    Retrieve Specific Message
    Get Message Link
    Delete Message
    List users in a user group
    Get List of Reactions for a Specific Message
    Create User Group
    Send a file to a thread (Support ended on 11/12)
    Get channel message history
    Send a message with attachments to a channel
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