When a row is added in Google Sheets, create a folder in Microsoft SharePoint.

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■Overview

This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who use Google Sheets for business

・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer

・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents

・Marketing personnel who want to individually save planning documents and statistical data for each campaign

2. Those who use Microsoft SharePoint for business

・Those who want to reduce the effort of creating folders and prevent omissions

・Those who aim to unify file management and improve transparency

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■Benefits of using this template

With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.

It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.

The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.

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■Notes

・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.

・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.

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

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

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About the Apps You Use

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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Templates using

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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