Automatically create a folder in Google Drive when registering a business card with Sansan

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■Overview

This is a flow that automatically creates a folder in Google Drive when a business card is registered in Sansan.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who utilize Google Drive for business

・Those who create folders for each company and store documents

・Those who find manual folder creation cumbersome

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2. Those who use Sansan to register business card information

・Those who receive and manage many business cards in daily operations

・Those who manage data for each company registered in Sansan

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■Benefits of using this template‍

Creating folders for each company every time a business card is registered is time-consuming and labor-intensive.
By utilizing this flow, you can automatically create folders in Google Drive when a business card is registered, eliminating the need for manual work.
Additionally, by triggering the flow automatically with the registration of business card information, you can prevent omissions in creation and mismatches in folder names, enhancing accessibility to information.

The automatic creation of folders is expected to streamline the storage of files used in business and sent documents.

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About the Apps You Use

Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

Related apps

Google Drive

Templates using

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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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