When a client is registered in Notion, create a folder for each client in OneDrive.
When a client is registered in Notion, create a folder for each client in OneDrive.
Launch this workflow to connect
Microsoft OneDrive &
Notion
!
■Overview
This is a flow where a folder for each client is created in OneDrive when a client is registered in Notion.
■Recommended for
1. Companies using Notion as a core database
・Those managing client information in Notion
・Those who want to streamline information management
2. Companies using OneDrive as a tool for managing electronic documents
・Sales administration staff who create folders every time a new client is added
・Those who want to eliminate the task of folder creation
■Benefits of using this template
By using this template, folders in OneDrive are automatically created in conjunction with client information registered in Notion.
Sales administration staff who manually create folders every time a client is registered can eliminate this task.
This will reduce working hours and allow you to focus on other tasks.
Additionally, reducing manual tasks decreases human errors.
It reduces mistakes such as creating duplicate folders or forgetting to create a folder, allowing for more accurate file management.
■Notes
・Please link both Notion 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.
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About the Apps
Templates using
Microsoft OneDrive
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Notion
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About the apps you use
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.
see detailsTemplates
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No-Code API Actions
Executable API actions
Flowbot triggers
When a file is created or updated in a specific folder
When a folder is created or updated in a specific folder
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
Flowbot operations
Search folders and files
Get a list of files in a specific folder
Create Folder
Download file
Upload File
Copy a File
Create Excel File
Grant Permissions to Folder or File
Change Folder or File Name
Create sharing link
Delete File/Folder
Move File to Another Folder
Download file as PDF
Get top-level folder list
Get subfolders of a specific folder
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Flowbot triggers
When a file is created or updated in a specific folderWhen a folder is created or updated in a specific folder
Flowbot operations
Search folders and filesGet a list of files in a specific folderCreate FolderDownload fileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate sharing linkDelete File/FolderMove File to Another FolderDownload file as PDFGet top-level folder listGet subfolders of a specific folder
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)More inspiration for you
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