Once the application is approved in kickflow, upload the application document PDF to Microsoft SharePoint.

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■Overview

This flow uploads application documents in PDF format to Microsoft SharePoint once they are approved in kickflow.

By using Yoom, you can easily integrate applications without the need for programming.

■Recommended for

1. Those who utilize kickflow in their business

・Companies that have implemented kickflow to streamline application processes

・Those who upload application documents to file management tools for sharing

2. Those who manage files with Microsoft SharePoint

・Those who centrally manage business files with Microsoft SharePoint

・Those who want to prevent missing uploads to Microsoft SharePoint

■Benefits of using this template

By integrating kickflow with Microsoft SharePoint, sharing application documents becomes smoother.
However, if management rules in Microsoft SharePoint are not established, there is a risk of errors or dispersion in storage locations.

With this flow, once an application is approved in kickflow, the application documents in PDF format can be automatically uploaded to Microsoft SharePoint.
The upload destination in Microsoft SharePoint can be set as desired, allowing for unified management of application documents in a single folder.

Additionally, it helps prevent missing file uploads, ensuring smooth file sharing.

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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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