When an account is registered in Salesforce, create a folder in SharePoint.
When an account is registered in Salesforce, create a folder in SharePoint.
Launch this workflow to connect
Salesforce &
Microsoft SharePoint
!
◼️Overview
When a record is registered in the Salesforce Account object, a new folder with the account name is created in SharePoint, and the URL of the created folder is registered in Salesforce using a flow bot.
This flow bot allows you to automatically create a folder when an account is registered in Salesforce, enabling you to manage files related to the account in SharePoint.
Feel free to modify the settings as you like.
■Recommended for
・Those who use both Salesforce and SharePoint and frequently switch between the two applications.
・Those who store information according to customer status in both Salesforce and SharePoint.
■Benefits of using this template
By using this flow bot, you can create any folder in SharePoint according to events in Salesforce.
This is particularly beneficial for workflows where sales status is managed in Salesforce and legal/accounting management is done in SharePoint.
◼️Notes
・Please use it by linking your SharePoint and Salesforce accounts with Yoom.
・Available with Yoom's team plan or higher.
・The flow bot will activate 5 to 15 minutes after registering an account in Salesforce.
・Salesforce is an application available only with the team plan and success plan. If you are on a free plan or mini plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as team plans and success plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business). If you are not subscribed to a general business plan, authentication may fail.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When Item is Added or Updated in List
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact records
Get Custom Object Record
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQL
Flowbot triggers
When Item is Added or Updated in ListWhen a file is created or updated in a specified folder within the siteWhen a folder is created or updated in a specified folder within the site
Flowbot operations
Upload fileCreate folderSearch folders/filesCopy fileSet values in document custom columnsGet item detailsDownload fileCreate folder in drive rootGet list detailsGet item access count and unique users (all time)Get item access count and unique users (last 7 days)Delete File / FolderMove File to Another FolderAdd Item to ListUpdate List ItemUpdate List Item (Multiple Choice)Get folders and files in a specific folderGet the initial delta link for a listGet incremental changes for list itemsSearch folders and files (for next page)More inspiration for you
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