When a client is registered in Airtable, create a folder in OneDrive.

■Overview

This is a flow that creates a folder in OneDrive when a client is registered in Airtable.

■Recommended for

1. Those who manage clients with Airtable

・Those who centrally manage client information in Airtable

・Those who want to automate the integration between Airtable and OneDrive

2. Those who manage files with OneDrive

・Those who want to automate folder creation in OneDrive

・Those who manage client-related documents in OneDrive

■Benefits of using this template

OneDrive is a tool suitable for file management, but if you are creating folders for each client, you might find it cumbersome.
Additionally, if you are creating folders manually, there is a possibility of errors in folder names or omissions in creation.

This template allows you to automatically create a folder in OneDrive when a client is registered in Airtable.
By automating folder creation in OneDrive, you can prevent human errors and improve work efficiency.

Furthermore, by integrating with chat tools to send notifications after folder creation, you can smoothly store documents.

■Notes

・Please integrate both Airtable and OneDrive 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.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use
Microsoft OneDrive
Microsoft OneDrive
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Airtable
Airtable
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Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
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Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
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