When a record is registered in kintone, create a folder in Google Drive.

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◼️Overview‍

When a record is registered in kintone, a new folder is automatically created in Google Drive.

At this time, the folder name is created based on the information registered in kintone.

You can manage folders organized by project or customer automatically without accessing Google Drive.‍

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◼️Setup Method‍

① Select the app trigger from the trigger, choose "When a record is registered from kintone (Webhook activation)," and perform the following settings and save.

・Copy the Webhook URL and set up the Webhook on the kintone side.

・Register a demo record, return to the Yoom trigger settings screen, and test to confirm if the request was successful.

※ It is recommended to use Webhook activation, which has a small time lag from record registration or update to trigger activation.

※ For kintone Webhook settings, please refer to here.

② Press the + mark under the trigger, select kintone from the operations that manipulate the database, and after selecting the input of the target app ID and the action to retrieve the record, perform the following settings

and test and save.

・Set the search condition to equal the record number, and embed the record ID obtained in ① as {{Record ID}}.

※ For details on dynamically embedding outputs, please refer to here.

③ Press the + mark, select Google Drive from the operations that integrate with the app, and after pressing the action to create a folder, perform the following settings and test and save.

・Folder Name: Dynamically set the folder name using the kintone record information obtained in ②. For example, {{Record Number}}_{{Company Name}}

・Destination Folder ID: Select the ID of the folder to be used as the parent folder on the Google Drive side from the candidates.‍

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◼️Notes‍

・It is necessary to register information required for folder creation (such as project name or customer name) in the kintone app.

・Please replace the folder name and parent folder settings with arbitrary values.

・Integration with Yoom is required for both kintone and Google Drive accounts.

※ For integration (My App registration), please refer to here.

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About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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kintone

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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.

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