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

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

Yoomのテンプレートを使えば、ノーコードで簡単に
Airtable
Microsoft SharePoint
を自動連携できます。
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■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
Microsoft SharePoint
Microsoft SharePoint
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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.
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templates
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.
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