Upload files to secure SAMBA when they are created in Microsoft SharePoint
Launch this workflow to connect
SecureSAMBA &
Microsoft SharePoint &
Slack
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■Overview
Do you manually upload files managed in Microsoft SharePoint to Secure SAMBA for file sharing? This process is not only time-consuming but also prone to errors, such as missed uploads. With this workflow, you can automate the integration between Secure SAMBA and Microsoft SharePoint, so files are automatically uploaded to Secure SAMBA as soon as they are created in SharePoint.
■Recommended for
- Anyone who finds manually moving files between Microsoft SharePoint and Secure SAMBA time-consuming
- Anyone looking to streamline file management by integrating Secure SAMBA with Microsoft SharePoint
- Anyone looking to prevent missed uploads and other manual errors while improving operational accuracy
■Benefits of this template
- Files are automatically uploaded to Secure SAMBA when they are created in Microsoft SharePoint, reducing the time spent on manual work.
- Prevent human errors such as missed uploads and incorrect file versions to ensure reliable file sharing.
■Workflow steps
- First, connect Secure SAMBA, Microsoft SharePoint, and Slack to Yoom.
- Next, select Microsoft SharePoint as the trigger and set the action to “When a file is created or updated in a specified folder within a site.”
- Then, configure a branching operation with the condition “Created date = Updated date” so that only newly created files proceed to the subsequent actions.
- Next, configure Microsoft SharePoint’s “Download a file” action.
- Then, configure Secure SAMBA’s “Upload a file” action to upload the downloaded file.
- Finally, configure Slack’s “Send a message to a channel” action as an operation to notify relevant team members when the process is complete.
※“Trigger”: An action that starts the flow. “Operation”: An action that runs a process within the flow after the trigger starts.
■Customization options
■Customization options
- In the Microsoft SharePoint trigger settings, specify the site ID and folder ID you want to include in the integration.
- In the Slack notification settings, you can specify the channel where notifications should be sent. You can also include information such as the file name retrieved by a previous action as a variable in the notification message, in addition to fixed text.
■Notes
- Connect Secure SAMBA, Microsoft SharePoint, and Slack to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits applicable to triggers and individual operations, see File size limits.
- Branching operations are available on the Personal plan and above, while Secure SAMBA is available on the Mini plan and above. On the Free and Personal plans, configured flow bot operations and data connections will result in errors.
- Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use features and apps that are otherwise restricted. For details, see the pricing plans page.
- Due to app specifications, the file creation date and last updated date may not be identical, which could result in incorrect branching.
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About the apps you use
SecureSAMBA
Yoom connects with Secure SAMBA to automate your file uploads, searches, and downloads. For example, streamline your file and folder management by automatically uploading files from emails or forms, and searching for and downloading files within Secure SAMBA.
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Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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Flowbot operations
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