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Would you like to automate the management of customer and partner data?
By integrating Bubble with OneDrive, sharing and managing data will become easier.
In this article, we will introduce how to automatically create a folder in OneDrive when a new Thing is created in Bubble.
This can be expected to improve work speed and efficiency.
Integrating Bubble with OneDrive may reduce work time.
For example, when you register a new project in Bubble, you can create a folder for each project in OneDrive.
This way, <span class="mark-yellow">you can automatically save data related to the project in OneDrive, eliminating the need to create folders and reducing work time.</span>
By adding new customer information to Bubble and implementing a system to automatically create folders in OneDrive, you can save data for each customer in OneDrive.
For example, by consolidating policyholder documents and inquiry data in Bubble at an insurance agency, you can automatically create folders in OneDrive.
Therefore, <span class="mark-yellow">if a customer suddenly makes an inquiry, even someone other than the person in charge can check past documents by simply looking at the customer's folder, allowing for smooth handling.</span>
As a result, it may prevent delays in response and discrepancies in understanding with customers.
By automatically creating folders in OneDrive using Bubble when starting new projects or transactions, you can consistently organize project or transaction information.
For example, when a sales representative registers customer information in Bubble, a folder using the customer's name can be automatically created in OneDrive.
This way, <span class="mark-yellow">each representative can create folders in the same format, possibly enabling unified folder creation.</span>
This automation is recommended for those struggling with organizing transaction or customer information.
We will introduce the automation method using Yoom by integrating Bubble and OneDrive.
[What is Yoom]
This time, we will introduce the setting method for the following template: "Create a folder in OneDrive when a Thing is created in Bubble."
By using this template, you don't need to set up automation from scratch, which is convenient.
Read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, make them on the following screen.
First, click "When a Thing is created" to proceed with the Bubble settings.
The following screen will be displayed, so please check the settings.
When the following screen is displayed, proceed with the settings.
After completing the settings, click "Test" and "Test Successful" will be displayed.
Scroll to check the response results of the data registered in Bubble.
Based on these response results, create the Bubble output.
To create a folder name in OneDrive based on Bubble data, the Bubble output is necessary, so refer to this help page and register.
Once the output settings are complete, click "Save".
Next, to set up folder creation in OneDrive, click "Create Folder".
*Note that Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to a business plan.
The following screen will be displayed, so please check the settings.
When the following screen is displayed, select the "Drive ID" from the options below.
Click within the frame to display the options.
Scroll and set the "Parent Folder Item ID" and "Parent Folder Name" as described.
Next, use the Bubble output to set the "Folder Name".
Click the arrow within the red frame to display the output.
The output set earlier will be displayed within the red frame below, so select the output you want to use.
As an example, a folder name using the Thing ID is set.
This is just an example, so feel free to set it as you like.
Once the settings are complete, click "Test" → "Test Successful" → "Save".
Finally, click "Turn ON Trigger" to complete the automation settings.
Check if the flow bot starts up correctly.
Here is the template used this time.
1. This is a flow where a notification is automatically sent to Google Chat when a Thing is created in Bubble.
When a Thing is created in Bubble, a notification is sent to Google Chat, allowing for quick verification of the created Thing.
By setting the notification destination in Google Chat to relevant parties, information can be shared smoothly.
2. This is a flow to automatically register responses from Google Forms into Bubble.
By automatically registering data from Google Forms into Bubble, manual transcription is no longer necessary.
Data is synchronized automatically, preventing input errors and omissions.
3. This is a flow where a row added in Google Sheets is automatically added to Bubble.
When data is added to Google Sheets, it is automatically reflected in Bubble, allowing for speedy data sharing.
Manual registration is no longer necessary, which may reduce working time.
By utilizing the automation flow introduced this time, you can easily create folders and organize documents on a daily basis.
Folders can be automatically created based on transaction data and customer data registered in Bubble, saving you the trouble of manually organizing files.
Additionally, since all project or transaction stakeholders can view the same data, handover tasks will become easier.
Furthermore, storing data in predetermined folder locations can help prevent the risk of data loss.
Automation using Yoom is available to anyone without the need for code input.
Please take advantage of this automation to streamline your file organization.
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