When a client is registered in @pocket, create a folder in Microsoft SharePoint.

■Overview

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

‍

■Recommended for

1. Back office personnel who primarily use Microsoft SharePoint

・Those who want to automatically track client information registered in @pocket on Microsoft SharePoint

・Those who want to improve customer management efficiency through the integration of @pocket and Microsoft SharePoint

‍

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

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

・Those who want to eliminate the hassle of manual folder creation and improve work efficiency

‍‍

■Benefits of using this template

@pocket is a convenient tool for customer management and information sharing, but manually creating folders in Microsoft SharePoint every time a client is registered can lead to complicated information management and potential folder creation omissions.

By utilizing this flow, necessary folders in Microsoft SharePoint are automatically created when a client is registered in @pocket.
This frees up personnel from the task of folder creation, allowing them to focus on more important tasks such as customer service and sales activities.

‍

■Notes

・Please integrate both @pocket and Microsoft SharePoint with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.