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

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  3. When a client is registered in SPIRAL, create a folder in Microsoft SharePoint.
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■Overview

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

‍

■Recommended for

1. Sales representatives who primarily use SPIRAL

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

‍

2. Back office staff who primarily use Microsoft SharePoint

・Those who want to automatically capture client information registered in SPIRAL using Microsoft SharePoint

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

‍‍

■Benefits of using this template

The task of creating a folder in Microsoft SharePoint every time a client is registered is simple but can become a significant burden when accumulated.

By implementing this flow, this task can be automated, allowing staff to focus on more value-added tasks.
This leads to improved operational efficiency and increased productivity.

‍

■Notes

・Please integrate both SPIRAL 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.

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