When business card information is registered in Sansan, send an email to Outlook.
Microsoft Outlook Sansan

When business card information is registered in Sansan, send an email to Outlook.

Yoom's Microsoft Outlook &  Sansan  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that sends an email to Outlook when business card information is registered in Sansan.

By linking Sansan and Outlook, you can automatically send Outlook emails regarding business card information, preventing any omissions in sending thank-you messages.

Notes

・Please link both Sansan and Outlook with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use
Microsoft Outlook
Microsoft Outlook
Templates using

This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.‍

This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Sansan
Sansan
Templates using

When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.

This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.

When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
About the apps you use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see details
Templates

This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.‍

This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
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.
see details
Templates

When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.

This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.

When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
    When business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
    Retrieve Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    When business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
Flowbot operations
    Retrieve Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
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