How to link Sansan and Notion so that when business card information is updated in Sansan, it is automatically updated in Notion

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Sansan and Notion Integration Flow

Step 1: Integrate Sansan and Notion with My Apps

The template will be copied, and the screen will appear as shown above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click "New Connection" at the top right.

Integration of Sansan and Yoom

1. Search
‍Click on the Sansan icon.

2. Enter Required Fields

Follow the instructions to obtain the API key from the Sansan management screen.‍

3. Add
‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

Integration of Notion and Yoom

1. Prepare Notion
‍Before integrating Notion and Yoom, you need to prepare Notion at this stage.

This time, it was created as shown in the image.
A "Last Updated Date" is set to make it easy to see when the data was last updated.

2. Search
‍Once Notion is ready, return to the Yoom screen. Search for Notion and click on the Notion icon.

3. Access Request

The access request will be displayed as shown in the image.
Check it and click "Select Page".

4. Select Page

The pages already created in Notion will be displayed.
Select the page you prepared earlier and press "Allow Access".‍

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.
Next, copy the template to My Projects and create a flow bot.
If not yet copied, please copy the flow bot 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.

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Step 2: Setting to Retrieve Information from Sansan

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "【Copy】Add to Notion when business card information is updated in Sansan".‍

3. Select App Trigger
‍Select "When business card information is updated" from the Sansan icon.
Press Next.‍

4. Set Trigger Activation Interval

Set the activation interval from the dropdown. You can choose trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

Please note that the shortest activation interval varies depending on the plan.

5. Update Business Card Information
‍Open Sanan in another tab and update the test business card.

6. Run Test
‍Return to Yoom and press the test button.
Once "Test Successful" is displayed, the trigger setting is complete. Save it.

Step 3: Setting to Update Notion

1. Operate the Database
‍Click on "Add Record" from the Notion icon.
Scroll down the screen.

2. Database Integration

Set the ID of the database to be used.

Click the box to display a list of linked databases.
Select the database to be used this time.
Once selected, press Next.‍

3. Set Values for Records to be Added

You will transition to a screen like the image.
These boxes depend on the prepared Notion, so they may differ from the image, but the setting method is the same.

Click inside the box to insert data.
Click the red frame.

Select data that matches the box item name.
In the image, the box name is "Last Name", so the data to be selected is also "Last Name".‍

4. Run Test

Once you have filled in the necessary items, press the test button at the bottom of the screen.
If "Test Successful" is displayed in blue, the setting is complete. Press Save.‍

5. Turn ON the Trigger

Once the flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flowbot using Sansan and Notion.

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Flowbot Template Used This Time
Add to Notion when business card information is updated in Sansan

Other Automation Examples Using Sansan and Notion

There are many other examples of automation using Sansan and Notion at Yoom, so here are a few introductions.

1. Registering Business Card Information from Sansan to Notion
‍By using this in conjunction with the current flow bot, data management in both Sansan and Notion is automated.

2. Register business card information registered in Sansan to Google Spreadsheet
‍It supports not only updates but also additions. It is recommended to use it in combination with the flow bot this time.

3. Register business card data in Sansan when a row is added in Google Sheets
‍It is also possible to register from Google Sheets to Sansan.

Summary

When data updates are performed accurately, management becomes simplified, leading to a reduction in workload. This can also be expected to improve operational efficiency.
Furthermore, by introducing automation, the frequency of manually entering business card data is reduced, decreasing the amount of input work. As a result, you will have more time to focus on other tasks, allowing you to experience the benefits.
Please take this opportunity to try it out.