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"I need to save the materials on OneDrive and also upload them to SharePoint... It's a bit of a hassle."
Have you ever felt this way?
Everyday file management and internal sharing, along with small tasks, can surprisingly take up a lot of time.
However, by integrating OneDrive with Microsoft SharePoint, files can be automatically uploaded to SharePoint once they are saved.
It is also possible to include an approval flow in the operation, making your team's workflow much smarter.
By using Yoom, you can easily integrate OneDrive and Microsoft SharePoint without any coding.
Yoom provides templates for integrating OneDrive and Microsoft SharePoint in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The flow "Upload files to Microsoft SharePoint when a file is created in OneDrive" is a business workflow that automates the integration between OneDrive and Microsoft SharePoint.
This facilitates smooth file management and sharing, supporting improved team productivity.
■Recommended for
■Benefits of using this template
By integrating the APIs of OneDrive and Microsoft SharePoint, you can automatically sync OneDrive data with Microsoft SharePoint!
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of OneDrive and Microsoft SharePoint.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is convenient when you want documents saved in OneDrive within your organization to be automatically reflected in Microsoft SharePoint.
■Overview
The flow "Upload files to Microsoft SharePoint when a file is created in OneDrive" is a business workflow that automates the integration between OneDrive and Microsoft SharePoint.
This facilitates smooth file management and sharing, supporting improved team productivity.
■Recommended for
■Benefits of using this template
This flow is recommended if you want to upload files created in OneDrive to Microsoft SharePoint after approval from your supervisor or team leader.
■Overview
The flow "Upload files to Microsoft SharePoint after approval when a file is created in OneDrive" is a business workflow that automates the file approval process and management of storage locations.
This helps maintain consistency in file management and reduces the effort required for approval tasks.
■Recommended for
■Benefits of using this template
Now, let's create a flow that integrates OneDrive and Microsoft SharePoint!
This time, we'll use Yoom to proceed with the integration of OneDrive and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow is broadly created through the following processes:
■Overview
The flow "Upload files to Microsoft SharePoint when a file is created in OneDrive" is a business workflow that automates the integration between OneDrive and Microsoft SharePoint.
This facilitates smooth file management and sharing, supporting improved team productivity.
■Recommended for
■Benefits of using this template
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on "+ Add".
2. You can search by app name in the input field.
Let's register OneDrive as My App! Enter OneDrive in the input field, and when the OneDrive icon appears, click on the OneDrive icon.
Note that "Microsoft 365 (formerly Office 365)" has plans for both personal and business (Microsoft 365 Business) use.
If you do not have a business plan, you may encounter authentication errors when integrating with Yoom, so please check your plan details in advance.
1. If you are already logged into Microsoft 365, My App registration will be completed immediately.
If you are not logged in, the following screen will appear, so please log in with the account you want to integrate.
For detailed instructions on My App registration, please refer to the following link.
My App Registration Procedure and Precautions in Microsoft365 Services
Similarly, search for Microsoft SharePoint and click on the icon.
1. If you were logged in when registering OneDrive as My App, registration will be completed immediately.
If you were logged out, please sign in with the account you want to integrate.
Once My App registration is successful, the following screen will be displayed.
Please check if the icons for OneDrive and Microsoft SharePoint are displayed on the My Apps screen.
Click "Try it" from the link below.
■Overview
The flow "Upload files to Microsoft SharePoint when a file is created in OneDrive" is a business workflow that automates the integration between OneDrive and Microsoft SharePoint.
This facilitates smooth file management and sharing, supporting improved team productivity.
■Recommended for
■Benefits of using this template
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
1. First, click on the icon at the top that says "When a file is created or updated in a specific folder".
2. Set up the account information to integrate with OneDrive.
Select the trigger "When a file is created or updated in a specific folder". After confirming the content, click "Next".
3. Set up each item.
If the test is successful, you will be able to reference the information obtained from OneDrive as output, as shown in the image below.
For more details about the output, please refer to the following link.
About the Output
Once the test is successful, don't forget to click "Save"!
1. Next, click on the "Download File" icon.
2. Set up the account information to integrate with OneDrive.
Select the action "Download File". Once the setup is complete, click "Next".
3. Enter each item.
Once the setup is complete, click "Test", and if there are no issues, click "Save".
1. Finally, click on the "Upload File" icon.
2. Set up the account information to integrate with Microsoft SharePoint.
Select the action "Upload File".
Once the setup is complete, click "Next".
3. Set up each item.
Once the setup is complete, click "Test", and if there are no issues, don't forget to click "Save"!
With this, the flow of [Uploading a file to Microsoft SharePoint when a file is created on OneDrive] is complete.
Once the setup is complete, the following screen will be displayed.
Click the "Turn on the trigger" button to activate the flow bot.
This concludes the method for uploading a file to Microsoft SharePoint when a file is created on OneDrive!
This time, we introduced how to integrate data from OneDrive to Microsoft SharePoint, but if you want to integrate data from Microsoft SharePoint to OneDrive, please also use the following template.
This flow is recommended for managing reports and daily reports created by team members on Microsoft SharePoint by automatically uploading them to OneDrive.
■Overview
The flow "When a file is created in Microsoft SharePoint, upload the file to OneDrive" leverages the integration of Microsoft SharePoint and OneDrive to automate file management in business workflows.
This enhances the efficiency of file transfers and backups, supporting increased team productivity.
■Recommended for
■Benefits of using this template
In addition to integration with Microsoft SharePoint, it is possible to automate various tasks using the OneDrive API. If you find something interesting, please feel free to try it out!
You can automatically store received attachments, freeing you from the hassle of manual uploads.
■Overview
This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It can be used for the automatic saving of files such as invoices and purchase orders.
Feel free to change the folder location in OneDrive as needed.
■Recommended for
1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive
■Benefits of using this template
・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.
■Notes
・Integration with both Outlook and OneDrive is required for Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a CRM tool
・Companies that centrally manage customer information in Salesforce
2. Those using OneDrive for file management
・Those who want to streamline file management
■Benefits of using this template
By using this template, a folder is automatically created in OneDrive when an account is registered in Salesforce.
Those who previously created folders manually will save time.
The time saved can be allocated to other tasks, increasing the amount of work that can be done in a day.
Additionally, reducing manual tasks decreases human errors.
It reduces the chances of forgetting to create a folder or creating duplicates, enabling accurate file management.
■Notes
・Please connect both Salesforce and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
The "Notify Discord when a file is stored in OneDrive" flow is a business workflow that automatically integrates file management and team communication.
When a new file is added to OneDrive, a notification is automatically sent to Discord, allowing all team members to quickly share the latest file information.
This prevents information transmission leaks and supports the smooth progress of work.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.
■Recommended for
1. Those who frequently need to manage and store contracts
2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation
3. Those who use DocuSign and OneDrive regularly
■Benefits of using this template
・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.
・By using OneDrive, members can access certificates anytime and anywhere.
■Notes
・Please integrate Yoom with both DocuSign and OneDrive.
You can also upload received files and create folders for each client.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a client is registered in Notion.
■Recommended for
1. Sales representatives who primarily use Notion
・Those who want to smoothly share information with clients by utilizing Microsoft SharePoint's file sharing features
・Those who want to manage more detailed information by linking client information in Notion with Microsoft SharePoint
2. Back-office staff who primarily use Microsoft SharePoint
・Those who want to automatically grasp client information registered in Notion through Microsoft SharePoint
・Those who want to improve the efficiency of customer management by linking Notion and Microsoft SharePoint
■Benefits of using this template
Notion is a convenient tool for customer management and information sharing, but manually creating a folder in Microsoft SharePoint every time a client is registered can be time-consuming and cumbersome, potentially leading to complicated information management and missed folder creation.
By utilizing this flow, when a client is registered in Notion, the necessary folder is created in Microsoft SharePoint, allowing for more efficient file management and enabling you to quickly find the information you need.
■Notes
・Please link both Notion and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
The "Convert Google Form Responses to PDF and Save to Microsoft SharePoint" flow is a business workflow that automatically converts responses collected via Google Forms into PDF format and saves them to Microsoft SharePoint.
This eliminates the need for manual data organization and storage tasks, enabling efficient data management.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to upload attachments received in Outlook to Microsoft SharePoint.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Outlook as their email tool
・Those who manually upload received attachments to other tools
2. Those who manage files with Microsoft SharePoint
・Those who want to efficiently upload files to Microsoft SharePoint
■Benefits of using this template
Managing files attached to emails with Microsoft SharePoint streamlines file searching.
However, downloading files attached to emails each time and uploading them to Microsoft SharePoint is inefficient.
With this flow, you can automatically upload attachments received in Outlook to Microsoft SharePoint, thus streamlining manual tasks.
Since you can consolidate attachments received in Outlook into Microsoft SharePoint, it allows for smooth file verification and searching.
Additionally, it prevents file storage omissions, thereby improving the accuracy of file management.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
By automating the upload to Microsoft SharePoint simultaneously with saving files on OneDrive, you can not only reduce the mistakes and effort involved in sharing materials but also make the workflow much smoother.
The article introduces specific templates that enable automatic uploads when creating files and uploads after approval.
The implementation is simple and can be put into practice immediately, which is an attractive feature.
If you want to review your daily routine and use your time for more valuable tasks, please give it a try.
