■Overview
This is a flow to upload business card images to Google Drive when they are registered in Sansan.
■Recommended for
1. Those who use Sansan for managing business card data
・Those who frequently exchange business cards
・Those who manage digitized business card information using Sansan
2. Those who manage files with Google Drive
・Those who utilize Google Drive for file sharing between departments
■Benefits of using this template
Sansan can digitize business card information, streamlining sales activities and customer management.
However, if you manually upload business card information to Google Drive to share with members of other departments, there is a risk of missing updates.
This template allows you to automatically upload business card images to Google Drive when they are registered in Sansan.
This streamlines the manual upload process, enabling you to always access the latest information from Google Drive.
By integrating with a chat tool after this flow, you can also notify selected members of the business card image uploads.
■Notes
・Please integrate Yoom with both Sansan and Google Drive.
・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 set in the Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・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.
.avif)
.avif)
