■Overview

This is a flow that automatically creates a folder for each client in Box when a client is registered in Airtable.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage customers using Airtable

・Those who want to manage folders for each client but find manual work cumbersome

・Those who want to automate the creation of necessary folders when registering new clients to improve efficiency

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2. Companies using Box as a cloud storage service

・Those who manage files using Box and spend time creating and organizing folders

・Those who want to automate file management for each client to improve business efficiency

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■Benefits of using this template

By using the automated flow that integrates Airtable and Box, a folder for each client is automatically created in Box at the same time as client registration.
This allows you to enjoy several benefits.

First, it saves the trouble of manually creating folders, saving time and effort.
The time saved can be allocated to other tasks, contributing to increased productivity.
Additionally, the sales department and other stakeholders can quickly save and share necessary documents, improving the speed and efficiency of operations.

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■Notes

・Please connect both Airtable and Box with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

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