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

■Overview

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

With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.

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‍■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 Box for business

・Those who want to establish rules for document organization and storage

・Those who want to reduce the effort of folder creation and lighten their workload

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■Benefits of using this template

With this flow, folders in Box are automatically created based on the information registered in Mazrica.

This reduces the burden on the person in charge and enables faster organization and sharing of related documents.

Additionally, it unifies the storage locations for related documents, forms, and contracts, leading to more efficient file management and sales activities.

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■Notes

・Please integrate Yoom with both Mazrica and Box.

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

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