When a client is registered in SPIRAL, create a folder in Dropbox.

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■Overview

This is a flow to create a folder in Dropbox when a business partner is registered in SPIRAL.

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■Recommended for

1. Those who manage business partners or customers with SPIRAL

・Those who utilize SPIRAL in their work

・Sales representatives who handle business partner data on a daily basis

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2. Those who frequently exchange documents with business partners

・Those who want to streamline document management for each business partner

・Those who are responsible for exchanging documents and files with business partners using Dropbox

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■Benefits of using this template

Since Dropbox is a cloud storage service, it can streamline document exchanges.
However, if you are creating folders for each business partner, you might find it cumbersome to create folders manually.

This template is suitable for those who want to automate folder creation in Dropbox.
When a business partner is added to SPIRAL, a folder for the business partner can be automatically created in Dropbox, eliminating the need for manual work in Dropbox.

Additionally, by automating folder creation, you can prevent human errors such as incorrect folder names or missing folders, thus streamlining file management.

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■Notes

・Please integrate SPIRAL and Dropbox with Yoom respectively.

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About the Apps You Use

Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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Dropbox

Templates using

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SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

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Airtable