When a business card image is registered in Sansan, upload it to Microsoft SharePoint.

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■Overview

This is a flow that uploads business card images registered in Sansan to Microsoft SharePoint.

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■Recommended for‍

1. Those who use Sansan for business

・Those who manage business cards with Sansan

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2. Those who manage files in the cloud

・Those who use Microsoft SharePoint

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■Benefits of using this template

Sansan is a tool that allows you to manage business card information in the cloud.
If you want to manage business card information in other file storage, you may find manual upload tasks cumbersome.

This template automatically uploads the information to Microsoft SharePoint when a business card image is registered in Sansan.
This eliminates the need for manual operations and prevents omissions in uploading business card images.

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■Notes‍

・Please link Sansan and Microsoft SharePoint with Yoom.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

Related apps

Sansan

Templates using

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Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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