How to integrate Sansan with Dropbox to automatically create employee-specific folders in Dropbox when a client is registered in Sansan.

When conducting sales activities and exchanging business cards with clients to register contacts in Sansan, creating a folder each time to share materials related to the client can be very labor-intensive, potentially leading to missed creations or delayed sharing.
This article introduces a method to automatically create a folder in Dropbox when a client is registered in Sansan by integrating Sansan with Dropbox.
By utilizing this method, you can streamline your operations, enable centralized data management, and create an environment where you can smoothly access the necessary information.
We will clearly explain the steps and benefits of integrating Sansan and Dropbox without programming by using the no-code tool Yoom, so please read to the end.

Benefits of Integrating Sansan and Dropbox

Benefit 1. Improve Work Efficiency with Automated Information Management!‍

By integrating Sansan and Dropbox, you can automatically create a folder in Dropbox every time a new client is registered in Sansan.
Normally, creating a folder for each new client involves manual input, but this integration allows you to automate the process, enabling the person in charge to immediately utilize the relevant folder.
Automating simple tasks like folder creation can improve work speed and lead to more productive business operations.

Benefit 2. Smooth Information Access through Centralized Management!

By integrating Sansan and Dropbox, a folder for each employee can be automatically created on Dropbox every time a client is registered in Sansan.
This automation allows for centralized management of data related to each client without dispersion, creating an environment where the sales team or project members can smoothly access the necessary information.
This enables quick sharing of necessary documents and data, leading to smooth project progress and potentially improving the success rate of sales strategies and projects.

[What is Yoom]

How to Integrate Sansan and Dropbox Using Yoom

From here, we will introduce how to create a flowbot that integrates Sansan and Dropbox using Yoom, which creates a folder for each employee in Dropbox when a client is registered in Sansan.

The process is completed in the following 4 steps!
By utilizing a flowbot template with most settings already completed, anyone can easily set it up.

Register Sansan and Dropbox as My Apps
Copy the template
Set the trigger for Sansan as the starting point of the flow and follow up with the operation settings for Sansan and Dropbox
Turn on the trigger button and check the integration operation between Sansan and Dropbox

〈Notes for Creating Flowbot〉
‍・Sansan is a feature available only with some paid plans, and a two-week free trial is available.

〈Preparation〉
‍Click the "Try it" banner below and fill out the registration form for Yoom.
If you are already registered, please log in.

Let's get started with the setup!

Step 1: Connect Sansan and Dropbox to My Apps

First, register Sansan and Dropbox in Yoom's My Apps.

1. How to register Sansan

Click "My Apps" in the left column and search for Sansan from "New Connection".

Enter the account name and access token, then click "Add".
This completes the registration of Sansan in My Apps.

2. How to register Dropbox
Next, search for Dropbox from "New Connection"..

You will be redirected to the above screen, so please log in to Dropbox.
This completes the registration of Dropbox in My Apps.

Once the registration in My Apps is complete, it will be displayed in your My Apps section, so please check it.

Next, copy the template to My Project and create a Flowbot.
Please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register with Yoom
* If you have already registered, the login screen will be displayed, so please log in.

‍

Step 2: Setting the trigger to activate when business card information is registered in Sansan

First, click on the item "When business card information is registered" to proceed with the settings.

This page is already set up.
Ensure the trigger action is set to "When business card information is registered" and if there are no errors in the account information, proceed to the next page.

Select the trigger activation interval from the dropdown as desired.
* Note: The trigger activation interval may not be selectable depending on the plan.

Conduct a test, and if the output is correctly obtained, click "Save".

Step 3: Create a folder in Dropbox

Next, click on the item "Create Folder" to proceed with the settings.

This page is already set up.
Ensure the action is set to "Create Folder" and if there are no errors in the account information, proceed to the next page.

Set the folder path as desired, referring to the annotations outside the frame.

Once the setup is complete, click "Test".
Ensure the output is correctly reflected, then save.

Once all settings are complete, the above screen will be displayed.
Click "Turn ON Trigger" to activate the flowbot!

This completes the flowbot "Create a folder for each employee in Dropbox when a client is registered in Sansan".

Introduction to Other Automation Examples Using Dropbox

At Yoom, we offer numerous automation examples using Dropbox, in addition to the flowbot created this time.
Check out three automation examples using Dropbox from the Flowbot Template List!
Please make use of these as well.

1. This flow automatically uploads a file in PDF format to Dropbox when a Google Spreadsheet is created in Google Drive.
This flow allows you to automatically convert Google Spreadsheets to PDF format, reducing manual input effort and improving work efficiency.

2. This is a flow that automatically saves files to Dropbox when the status is changed in Salesforce.
‍ By utilizing this flow, you can automate the backup of important files on Salesforce and file sharing with customers, which is expected to improve operational efficiency.

3. This is a flow where when an email with an attachment is received, the file is sent to a channel on Slack and automatically uploaded to Dropbox.
By utilizing this flow, it is expected to facilitate smooth information sharing among team members, as it automates everything from storing the file to chat notifications, triggered by receiving an email that meets the specified conditions.

Summary

In this article, we introduced a method to automatically create a folder in Dropbox when a client is registered in Sansan by integrating Sansan with Dropbox.
By utilizing the flow created this time, it is possible to centrally manage data related to each client and establish an environment where necessary information can be accessed smoothly.
With the no-code tool Yoom, you can easily integrate apps without programming knowledge.
‍Register for free with Yoom here and start automating your tasks!