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Dropbox Automations
2 TopicsAutomating File Sending from Dropbox to an Email Address
Hello, I'm new to this forum and am seeking guidance on whether the following task can be automated. Each month, I need to send the files I've uploaded to my Dropbox account to a specific email address. Is there a way to automate this process? To give you some background: I regularly upload my daily expenses in PDF format to my Dropbox account. Previously, my accountant would retrieve these files via a shared link I provided. However, he's now asked that I send the files directly to an email address, where his accounting software will automatically process them. He finds the previous method too time-consuming. Maintaining my current workflow is important to me for a couple of reasons. First, having my own organized file structure in Dropbox allows me to easily retrieve specific expenses whenever needed. Second, I frequently upload files by simply scanning them with the Dropbox app, which is incredibly convenient. Any advice or suggestions on how to automate this would be greatly appreciated. Thank you in advance for your help!382Views0likes2CommentsAutomatically Creating the Same folders every time (each case)
The solution may be obvious to everyone else, here goes: Law Firm environment (each case set up is identical). Our intake person sets up the same 11 folders in Drop Box, in a folder under the Client Name. She is creating them individually, everytime. There has to be an automated way to accomplish this. Please advise