How to integrate SPIRAL with Google Drive to create a folder in Google Drive when a client is registered in SPIRAL

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

In the business world, there is an increasing demand for efficient information management.
Especially for client information, it is crucial to organize it accurately and quickly, but creating folders manually can be burdensome.
In this blog, we will introduce a method to automatically create folders every time a client is registered by integrating SPIRAL with Google Drive.
This automation can save the effort of manual folder creation and is expected to improve work efficiency.
It can be easily set up without programming knowledge, making it accessible for anyone to implement, so please take a look.

Benefits of Integrating SPIRAL with Google Drive

Benefit 1: Reduction in Work Time

Every time a client is registered in SPIRAL, the effort of manually creating a folder in Google Drive is eliminated.
This reduces the workload of administrators and staff, allowing them to allocate time to other important tasks, thereby improving overall work efficiency.
By automating, errors and delays in folder creation can be prevented, and a smooth workflow can be expected.
For example, when a sales representative registers a new client in SPIRAL, they previously had to manually create a folder for each client in Google Drive and upload related documents.
With automation, folders are automatically generated, allowing sales representatives to reduce the time spent organizing documents and secure more time for preparing for the next meeting or customer interaction.

Benefit 2: Centralized Information Management

Automatically creating folders in Google Drive allows for storing client-specific documents in a unified location, enabling centralized information management.
Document sharing among staff becomes smoother, eliminating the need to check where everything is stored.
Additionally, maintaining a folder structure that is always accessible enhances business transparency and is expected to strengthen team collaboration.
For instance, when multiple departments are involved in a new project, all documents can be automatically consolidated into client-specific folders.
Even when handling different documents, accessing the same folder on Google Drive prevents information duplication and misdelivery, and quick decision-making can be expected.

[About Yoom]

From here, we will introduce the method to create a flowbot that creates a folder in Google Drive when a client is registered in SPIRAL.

How to Create a Flow for Integrating SPIRAL and Google Drive

First, please visit the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Registration Page

Step 1: Integrate SPIRAL and Google Drive with My Apps

Once logged into your Yoom account, register the apps you will use.
1) Click on "My Apps" and select "New Connection".

2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3) Once registered, an icon will appear in My Apps.
Check if the icons for the two registered apps are displayed.

Step 2: Select a Template

This time, we will create a flow called [Create a folder in Google Drive when a client is registered in SPIRAL]. By using this template, when a client is added in SPIRAL, a folder for the client is automatically created in Google Drive, saving manual work time.
By using the time saved on folder creation for other tasks, the entire team can focus on more important tasks, leading to improved work efficiency.
Additionally, by utilizing the referenced information to create folders, the risk of human errors such as duplicate folders or forgotten creations can be avoided.

Step 3: Setting Up Integration Between SPIRAL and Google Drive

1) Click the "Try this template" icon on the previously introduced template to copy it to your project.

2) The following display will appear.

Click the "!" icon displayed on the right in order to edit the flow.
You can change the title and details by clicking on them.
Please make changes as needed.

3) Click "App Trigger: When a Record is Created".

4) Select the action "When a Record is Created" and click "Next".

5) Select the trigger interval and enter the required fields.
Once entered, click "Test" and after a successful test, click "Save".
*The trigger interval varies depending on the subscription plan.
Please refer to this for details of each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

6) Return to the flow and click the icon "Integrate with App: Create Folder".

7) Select the action "Create Folder" and click "Next".

8) Enter the required fields.
If the app is registered, you can utilize SPIRAL's output information to select and enter from the candidates.
Once completed, click "Save".

9) This completes the flow of "Create a Folder in Google Drive When a Client is Registered in SPIRAL".

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Step 4: Testing and Verification

Once the setup is complete, the following display will appear, so click "Turn ON Trigger".
Start the flow bot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using SPIRAL and Google Drive

We would like to introduce other automation templates using SPIRAL and Google Drive available on Yoom.
Please utilize the templates according to your needs.

1. Create a Folder in Microsoft SharePoint When a Client is Registered in SPIRAL
‍This eliminates the need to log in to SPIRAL every time to check client information, allowing for speedy organization of related documents, which is expected to improve work efficiency.
Additionally, the time saved from manual input tasks can be used for other tasks, contributing to overall work efficiency.
Furthermore, automating folder creation can prevent duplication or omission of folders.

2. Register employee information in AKASHI when it is registered in SPIRAL
‍Employee information registered in SPIRAL is automatically registered in AKASHI, reducing manual work and improving operational efficiency.
Additionally, by integrating with chat tools, registered employee information can be shared smoothly, facilitating seamless management operations.

3. When a file is uploaded to a specific folder in Google Drive, attach and send the file via Gmail
When a file is uploaded to a specific folder in Google Drive, it is automatically downloaded.
The downloaded file can be attached and sent via Gmail, eliminating the need to access Google Drive. This allows the time saved from manual input tasks to be used for other work, leading to overall operational efficiency.
The Google Drive folder, Gmail recipients, and email content can be customized for specific members or business partners.

Summary

With the integration of SPIRAL and Google Drive, a system has been implemented where a folder is automatically created every time a client is registered.
This automation reduces the effort of manually creating folders and managing data, leading to improved overall operational efficiency.
Additionally, materials for each client are stored in a unified location, enabling centralized information management.
Using Yoom allows for easy no-code setup, making it accessible for anyone to implement immediately.
Refer to the setup method introduced in this article to enhance business productivity and aim for smooth business operations.