When a client is registered in Airtable, create a folder in Microsoft SharePoint.
Airtable Microsoft SharePoint

When a client is registered in Airtable, create a folder in Microsoft SharePoint.

Yoom's Airtable &  Microsoft SharePoint  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that creates a folder in Microsoft SharePoint when a client is registered in Airtable.

■Recommended for

1. Companies using Airtable as a data management tool

・Those managing client data using Airtable
・Those who create a new folder for clients in Microsoft SharePoint after registering them in Airtable

2. Those managing files in Microsoft SharePoint

・Those who centrally manage documents for each client in Microsoft SharePoint
・Those who feel it's a hassle to create a folder every time a new client is added

■Benefits of using this template

Many people manage documents by creating a folder for each client in Microsoft SharePoint.
However, creating a folder every time a new client is registered is a time-consuming and labor-intensive task.

By utilizing the [Create a folder in Microsoft SharePoint when a client is registered in Airtable] template, you can significantly reduce the workload and improve operational efficiency. Since folders are automatically created in Microsoft SharePoint in conjunction with Airtable information, those who previously created folders manually can save time. The time saved can be used for other tasks, contributing to increased productivity.

■Notes

・Please link both Airtable and Microsoft SharePoint with Yoom.

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

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About the Apps You Use
Airtable
Airtable
Templates using

When information is registered in Airtable, this flow sends a notification to Microsoft Teams. Even when collaboratively editing Airtable during remote work, notifications to members are automated, enabling more efficient business operations.

This is a flow that sends a notification to Google Chat when information is registered in Airtable. It reduces the manual sharing work in LINE WORKS, allowing you to focus on other important tasks. Additionally, each tool can be set with arbitrary values.

When information is registered in Airtable, it is a flow to notify Discord. Once information is registered in Airtable, you can notify team members from Discord with any content, enabling timely information sharing.
Microsoft SharePoint
Microsoft SharePoint
Templates using

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
About the apps you use
Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
see details
Templates

When information is registered in Airtable, this flow sends a notification to Microsoft Teams. Even when collaboratively editing Airtable during remote work, notifications to members are automated, enabling more efficient business operations.

This is a flow that sends a notification to Google Chat when information is registered in Airtable. It reduces the manual sharing work in LINE WORKS, allowing you to focus on other important tasks. Additionally, each tool can be set with arbitrary values.

When information is registered in Airtable, it is a flow to notify Discord. Once information is registered in Airtable, you can notify team members from Discord with any content, enabling timely information sharing.
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.
see details
Templates

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a record is created
    When a record is updated
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
Flowbot triggers
    When a record is created
    When a record is updated
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
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