How to Save Order Receipts from Gmail to Dropbox Automatically Using Pabbly Connect

Learn how to automate saving order receipts from Gmail to Dropbox using Pabbly Connect. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and Dropbox Integration

To automate saving order receipts from Gmail to Dropbox, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have one, you can create a free account in just two minutes.

Once logged in, navigate to your dashboard. Click the blue ‘Create Workflow’ button and give your workflow a name, such as ‘Save Invoices and Receipts from Gmail to Dropbox.’ This naming helps you identify the workflow later.

2. Selecting Trigger and Action in Pabbly Connect

In this step, you will set the trigger and action for your automation using Pabbly Connect. The trigger will be based on receiving new emails in Gmail. Select the ‘Email Parser’ as the application, rather than Gmail directly, because it facilitates better integration with Pabbly Connect.

• Select ‘Email Parser’ for the trigger.
• Choose ‘Dropbox’ for the action.
• Map the fields accordingly to ensure smooth data transfer.

This setup means that whenever a new invoice or receipt arrives in Gmail, it will be processed by Pabbly Connect and saved to Dropbox automatically.

3. Configuring Gmail Settings for Pabbly Connect

Next, you need to configure your Gmail settings to integrate with Pabbly Connect. Copy the email address provided by Pabbly Connect for the Email Parser. Go to your Gmail settings, navigate to ‘Forwarding and POP/IMAP,’ and remove any existing forwarding addresses.

After removing the old address, add the new email address from Pabbly Connect. Click ‘Proceed’ to grant permissions and confirm the forwarding by entering the code sent to the new address. This step ensures that your Gmail account can send emails to Pabbly Connect.

4. Filtering Emails for Relevant Invoices and Receipts

To refine the automation process, you will add a filter in Pabbly Connect. This filter checks if the incoming emails contain specific keywords like ‘invoice,’ ‘order,’ or ‘receipt.’ This step is crucial to avoid cluttering your Dropbox with irrelevant emails.

• Set conditions for the subject line and body text of the emails.
• Use the ‘contains’ filter type for keywords.
• Ensure that if any condition is met, the workflow continues.

This filtering mechanism allows Pabbly Connect to only process relevant emails and enhance the efficiency of your automation.

5. Uploading Invoices to Dropbox Automatically

Finally, you will set up the action to upload the filtered invoices to Dropbox using Pabbly Connect. Choose the ‘Upload File’ action in Dropbox and connect your Dropbox account. Make sure you authorize the connection to allow Pabbly Connect to access your Dropbox.

Specify the file URL and folder path where you want to save the invoices. You can map the file name dynamically using the sender’s name and add the correct file extension, such as .pdf. Once configured, click ‘Save and Send Test Request’ to test the automation.

Conclusion

Using Pabbly Connect, you can easily automate saving order receipts from Gmail to Dropbox. This integration streamlines your workflow, ensuring that important documents are securely stored without manual effort. Implementing this automation allows you to focus on more critical tasks while Pabbly Connect handles the routine processes seamlessly.