OCR files stored in Microsoft SharePoint and add them to Salesforce.

No items found.

■Overview

Using the workflow "OCR files stored in Microsoft SharePoint and add them to Salesforce" makes file information management easier.
It eliminates the need for manual data entry, thereby improving business efficiency.

‍

■Recommended for

Those who manage files using Microsoft SharePoint
Those who want to quickly reflect files stored in Microsoft SharePoint in Salesforce
Corporate personnel aiming for business efficiency
Those who want to improve business processes by utilizing OCR technology
Those who use Salesforce regularly and want to share data quickly

‍

■Benefits of using this template

By implementing the flow of OCRing files stored in Microsoft SharePoint and adding them to Salesforce, the following benefits can be expected.
First, the digitization of documents and subsequent processing are carried out smoothly, leading to improved business efficiency.
By utilizing OCR technology, the hassle of manual input is eliminated, and data accuracy is also improved.

Next, the integration of Microsoft SharePoint and Salesforce enables centralized information management.
This allows for quick access to necessary information, speeding up decision-making.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Upload the file received by email to Microsoft SharePoint and notify Microsoft Teams.

This is a flow to upload files received by email to Microsoft SharePoint and notify Microsoft Teams. It eliminates the hassle of manually uploading files and sending notifications, significantly improving work efficiency.

See details

When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.

This flow involves downloading a specific file from Microsoft SharePoint along with form responses and sending it via Outlook. By integrating Yoom Form with Microsoft SharePoint and Outlook, you can eliminate the need to operate individual apps or repeatedly input data, allowing for smoother business operations. Files are automatically downloaded from Microsoft SharePoint and sent via Outlook, reducing the risk of missing or overlooked information in information management.‍

See details

When an account is registered in Salesforce, create a folder in Microsoft SharePoint.

When an account is registered in Salesforce, this flow creates a folder in Microsoft SharePoint. This frees you from the hassle of creating folders, allowing you to focus on more important tasks such as customer support and sales activities.

See details

Upload the file received by email to SharePoint, and then copy the file to another site.

This is a flow to upload a file received by email to SharePoint and then copy it to another SharePoint site.‍

See details

When the form is answered, download the document template from SharePoint and notify on Slack.

This is a flow that downloads a specific file in SharePoint along with the form responses and notifies Slack.‍

See details

Read files uploaded to Microsoft SharePoint using OCR and notify on Slack.

When you upload a file to Microsoft SharePoint, it is automatically analyzed by OCR and a notification is sent to Slack. This streamlines information sharing within the team and reduces the need for manual verification tasks.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

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.

Related apps

Microsoft SharePoint

Templates using

View all related templates

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce