When a client is registered in Mazrica, create a folder for each client in OneDrive.

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■Overview

This is a flow that creates a folder for each client in OneDrive when a client is registered in Mazrica.

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

■Recommended for

1. Those who manage customers in Mazrica and manage customer information and related files in OneDrive

・Those who want to improve work efficiency by automating the process of manually creating folders in OneDrive

2. Those who manage files in OneDrive

・Those who centrally manage documents for each client in OneDrive
・Those who feel it is cumbersome to create folders every time a new client is added

■Benefits of using this template

Many people create folders for each client in OneDrive to manage documents.
However, manually creating folders every time a new client is added is a time-consuming and labor-intensive task.

By utilizing the flow [Create a folder for each client in OneDrive when a client is registered in Mazrica], you can eliminate the manual effort of folder creation.
As a result, you can expect to have more time to focus on other tasks, leading to increased productivity.
It also reduces the chances of forgetting to create a folder or creating duplicates, ensuring accurate file management.

■Notes

・Please connect both Mazrica and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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About the Apps You Use
Microsoft OneDrive
Microsoft OneDrive
 Templates using
Mazrica Sales Tech
Mazrica Sales Tech
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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.
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Mazrica Sales Tech
In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.
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