Automate Email Attachments from MS Outlook to Dropbox with Pabbly Connect

Learn how to automate filtering email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. Follow this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin automating the process of filtering email attachments from MS Outlook to Dropbox, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard by going to Pabbly.com/connect, where you can create a free account in just two minutes. This account allows you to access 100 free automation tasks each month.

Once you have logged into your Pabbly Connect account, click on the ‘Access Now’ button to reach the dashboard. From there, select ‘Create Workflow’ to initiate your automation setup. Name your workflow something descriptive like ‘Filter Email Attachments from MS Outlook’ and click ‘Create’ to proceed.

2. Configuring the Email Parser in Pabbly Connect

In this step, you will configure the email parser in Pabbly Connect to capture emails from MS Outlook. Select the Email Parser as your trigger app. This app will allow you to forward specific emails to a designated email parser address that Pabbly Connect provides.

• Choose ‘Email Parser’ from the trigger app options.
• Copy the email parser address provided by Pabbly Connect.
• Log into your MS Outlook account and navigate to Settings.
• In the settings, find the forwarding option and paste the email parser address.

After setting up the forwarding, send a test email to your MS Outlook inbox to ensure that the email parser is correctly capturing the data. The email should contain an attachment that you wish to filter.

3. Filtering Email Attachments in Pabbly Connect

Next, you will set up a filter in Pabbly Connect to specify which email attachments to save. After receiving the email data in the parser, you will use the filter feature to check the subject line for specific keywords, such as ‘resume’. This ensures that only relevant attachments are processed.

• Add a filter step after the email parser step.
• Select the subject label from the email parser response.
• Set the filter condition to check if the subject contains the keyword ‘resume’.

Once the filter is configured, test the setup to ensure that it correctly identifies emails with the specified keyword. If the condition is met, the workflow will proceed to the next step, which is uploading the attachment to Dropbox.

4. Uploading Email Attachments to Dropbox Automatically

In this crucial step, you will configure Pabbly Connect to upload the filtered email attachments directly to your Dropbox account. Add an action step in your workflow and select Dropbox as the application. Choose the ‘Upload File’ action event.

After connecting to Dropbox, you will need to specify the file URL, file name, and the folder path where you want to save the attachment. Use the data fetched from the email parser to map these fields accurately.

Map the file URL from the email parser response. Specify the folder path in Dropbox where the file should be saved. Test the connection by sending a test request to ensure the file uploads correctly.

Once the test is successful, your automation is complete. Every time you receive an email with the specified keyword in the subject, the attachment will be automatically uploaded to your Dropbox account.

5. Conclusion: Automate Your Workflow with Pabbly Connect

By following these steps, you can efficiently filter email attachments from MS Outlook and upload them to Dropbox automatically using Pabbly Connect. This automation not only saves time but also helps in managing your email storage effectively.

With Pabbly Connect, you can easily set up workflows without any coding knowledge, making it accessible for everyone. Start automating your email management today to keep your inbox clutter-free and your important files securely stored in Dropbox.