■Overview
This flow creates a folder for each client in Google Drive when a client is registered in Mazrica.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Mazrica for business
・Those aiming to streamline client information management
・Those who want to smoothly organize related documents and share them with team members after client registration
2. Those who use Google Drive for business
・Those struggling to establish rules for document organization and storage
・Those who find manual folder creation cumbersome and wish to reduce their workload
■Benefits of using this template
With this flow, folders in Google Drive are automatically created based on the information registered in Mazrica.
This reduces the burden on the person in charge and enables quicker organization and sharing of related documents.
Additionally, it standardizes the storage locations for related documents, forms, contracts, etc., leading to more efficient file management and sales activities.
■Notes
・Please integrate Yoom with both Mazrica and Google Drive.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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