Create a folder in Microsoft SharePoint when a client is registered in @pocket

■Overview

This flow creates a folder in Microsoft SharePoint when a business partner is registered in @pocket.

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■Who should use this template

1.Back-office teams that primarily use Microsoft SharePoint

・Those who want to automatically manage business partner information registered in @pocket in Microsoft SharePoint

・Those who want to streamline customer management by connecting @pocket with Microsoft SharePoint

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2.Sales and customer management teams that use both @pocket and Microsoft SharePoint

・Those who want to manage business partner information registered in @pocket in Microsoft SharePoint and link related files

・Those who want to improve operational efficiency by eliminating the need to create folders manually

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■Benefits of using this template

@pocket is a convenient tool for customer management and information sharing. However, manually creating a folder in Microsoft SharePoint every time a business partner is registered can complicate information management and lead to missed folder creation.

With this flow, the required folder is automatically created in Microsoft SharePoint when a business partner is registered in @pocket.
This frees team members from the task of creating folders manually, allowing them to focus on more important work, such as customer support and sales activities.

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■Notes

・Connect both @pocke and Microsoft SharePoint with Yoom.

・Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.