Create a folder in Microsoft SharePoint when a client is registered in Notion.

■Overview

This is a flow that creates a folder in Microsoft SharePoint when a client is registered in Notion.

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■Recommended for

1. Sales representatives who primarily use Notion

・Those who want to smoothly share information with clients by utilizing Microsoft SharePoint's file sharing features

・Those who want to manage more detailed information by linking client information in Notion with Microsoft SharePoint

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2. Back-office staff who primarily use Microsoft SharePoint

・Those who want to automatically grasp client information registered in Notion through Microsoft SharePoint

・Those who want to improve the efficiency of customer management by linking Notion and Microsoft SharePoint

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■Benefits of using this template

Notion is a convenient tool for customer management and information sharing, but manually creating a folder in Microsoft SharePoint every time a client is registered can be time-consuming and cumbersome, potentially leading to complicated information management and missed folder creation.

By utilizing this flow, when a client is registered in Notion, the necessary folder is created in Microsoft SharePoint, allowing for more efficient file management and enabling you to quickly find the information you need.

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■Notes

・Please link both Notion and Microsoft SharePoint 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.