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

■Overview

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

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

‍

‍■Recommended for

1. Those who use Mazrica for business

・Those who want to streamline client information management

・Those who want to smoothly organize and share related documents after client registration

2. Those who use Microsoft SharePoint for business

・Those who are struggling with creating rules for document organization and storage

・Those who want to reduce the workload of manually creating folders

‍

■Benefits of using this template

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

This reduces the burden on staff and allows for faster 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 Microsoft SharePoint.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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

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