Dropbox
&
Salesforce
Automate your workflow instantly!
With Yoom, anyone can easily integrate Dropbox and Salesforce without any coding! For example, when a new file is created in Dropbox, it can be uploaded to Salesforce and linked to a record. Start by trying out the convenient templates to integrate Dropbox and Salesforce right away.
Start automating!
Dropbox
Salesforce
Dropbox
Salesforce
Dropbox
&
Salesforce
Automate operations using it right away!
With Yoom, anyone can easily integrate Dropbox and Salesforce without any coding! For example, when a new file is created in Dropbox, it can be uploaded to Salesforce and linked to a record. Start by trying out the convenient templates to integrate Dropbox and Salesforce right away.
No-Code API Actions
Executable API actions
All
 Dropbox
Dropbox
 Salesforce
Salesforce
Automation 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 new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Automation operations
    Upload File
    Create Folder
    Copy File
    Download file
    Upload file (team folder)
    Download file (team folder)
    Create folder (team folder)
    Copy file (team folder)
    Search files
    List files in folder
    Search files (team folder)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
    Delete Folder
    Download file (file ID)
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Reports
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
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 actions
    Upload File
    Create Folder
    Copy File
    Download file
    Upload file (team folder)
    Download file (team folder)
    Create folder (team folder)
    Copy file (team folder)
    Search files
    List files in folder
    Search files (team folder)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
    Delete Folder
    Download file (file ID)
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot actions
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Reports
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
Tab 1
Tab 2
Tab 3
Dropbox
 &
Salesforce

Automate Your Everyday Tasks
Dropbox
 &
Salesforce
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
Dropbox
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.
Learn more
templates
Similar apps
Amazon S3
Amazon S3
Box
Box
Dropbox
Dropbox
Fileforce
Fileforce
Files.com
Files.com
Google Drive
Google Drive
Microsoft OneDrive
Microsoft OneDrive
Microsoft SharePoint
Microsoft SharePoint
PDF-app.net
PDF-app.net
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Learn more
templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Similar apps
21st Century AI Credit Screening Circuit
21st Century AI Credit Screening Circuit
Agendor
Agendor
Amptalk Analysis
Amptalk Analysis
Apollo
Apollo
Attio
Attio
Axonaut
Axonaut
BetterContact
BetterContact
Bigin by Zoho CRM
Bigin by Zoho CRM
Bird
Bird
Bitrix24
Bitrix24
Call Connect
Call Connect
Capsule
Capsule
Dropbox
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.
Learn more
Dropbox
templates
Dropbox Notion
Add file information stored in Dropbox to Notion.
Try it
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.
See details Try it
Dropbox Notion
Add file information stored in Dropbox to Notion.
Dropbox Airtable
Create a folder in Dropbox when a client is registered in Airtable.
Try it
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.
See details Try it
Dropbox Airtable
Create a folder in Dropbox when a client is registered in Airtable.
Dropbox
Compress the form images via RPA and save them to DropBox.
Try it
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.
See details Try it
Dropbox
Compress the form images via RPA and save them to DropBox.
Similar apps
Amazon S3
Amazon S3
Box
Box
Dropbox
Dropbox
Fileforce
Fileforce
Files.com
Files.com
Google Drive
Google Drive
Microsoft OneDrive
Microsoft OneDrive
Microsoft SharePoint
Microsoft SharePoint
PDF-app.net
PDF-app.net
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Learn more
Salesforce
templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
See details Try it
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Similar apps
21st Century AI Credit Screening Circuit
21st Century AI Credit Screening Circuit
Agendor
Agendor
Amptalk Analysis
Amptalk Analysis
Apollo
Apollo
Attio
Attio
Axonaut
Axonaut
BetterContact
BetterContact
Bigin by Zoho CRM
Bigin by Zoho CRM
Bird
Bird
Bitrix24
Bitrix24
Call Connect
Call Connect
Capsule
Capsule
Dropbox
Blog Posts
[Easy Setup] How to Automatically Write and Transfer Data to Dropbox
[Easy Setup] How to Automatically Write and Transfer Data to Dropbox
For those looking to reduce the time spent on daily data entry, this is a must-see! Discover how to automatically write data to Dropbox. By using a simple automation flow to streamline your tasks, tedious work is quickly organized, allowing you to make the most of your time. Try it now and make your work easier!
[No Code Required] How to Automatically Integrate Dropbox Data into Notion
[No Code Required] How to Automatically Integrate Dropbox Data into Notion
Did you know that you can integrate Dropbox with Notion to automatically add file information to Notion? It's easy to set up without any coding, freeing you from tedious data entry tasks. You can also utilize form integration and OCR to significantly improve your work efficiency!
[No Programming Required] How to Automatically Link Zoom Data to Dropbox
[No Programming Required] How to Automatically Link Zoom Data to Dropbox
This explains how to integrate Zoom and Dropbox using an API! You can automate tasks such as saving recorded files, which should reduce your workload. Implement automation to improve your business operations! With Yoom, you can achieve data integration without the need for programming!
See more articles
Salesforce
Blog Posts
[Easy Setup] How to Automatically Create Quotes Using Salesforce Data
[Easy Setup] How to Automatically Create Quotes Using Salesforce Data
Discover numerous ways to automate quote creation with Salesforce data! Boost your work efficiency with Outlook, chat, and storage integration. Experience the automation flow in as little as 30 seconds!
[Simple Setup] How to Automatically Create Contracts Using Salesforce Data
[Simple Setup] How to Automatically Create Contracts Using Salesforce Data
Let's automate contract creation using Salesforce data! This is recommended for those who find manual entry and large amounts of data writing challenging. In this article, we explain the automation method using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more efficient and comfortable.
[No Programming Required] How to Automatically Send and Forward Data in Outlook
[No Programming Required] How to Automatically Send and Forward Data in Outlook
"Sending data with Outlook is a hassle..." Solve this problem! Easily automate the sending of data from forms and chat tools, significantly boosting work efficiency. No programming required, and anyone can easily implement this flow creation method.
See more articles

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Thanks to Yoom, most of our tasks have been streamlined. Now, all we need to do is input information into the forms created with Yoom and upload files to complete the process.
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Ito Co., Ltd.
The biggest advantage has been to be able to instantly share information digitally.
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T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete after implementing Yoom.
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The time saved by using Yoom has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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With Yoom, task status management became possible. Automated reminders and alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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Fitness
Hiramatsu Construction Co., Ltd.
On a larger scale, if Yoom became more widespread, it could streamline operations for people across Japan, creating vast amounts of additional time.
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Construction
DD Group Co., Ltd.
Since adopting Yoom, our capabilities have increased, and we've received more inquiries from other departments asking, "Can we do this too?"
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Foodservice & Amusement Business
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App Integration Form AI-OCR Summarization Database Chrome Extension
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Templates
Flowbot Database
Terms of use Privacy Policy Security Policy
© Yoom Inc.