When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
Launch this workflow to connect
Microsoft SharePoint &
Microsoft Outlook
!
■Overview
This flow involves downloading a specific file from within Microsoft SharePoint along with the form responses and sending it to 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 to Microsoft SharePoint and sent to Outlook, preventing any lapses or omissions in information management.
■Notes
・Please integrate Yoom with both Microsoft SharePoint and Outlook.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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About the apps you use
Microsoft SharePoint
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Automatically create a folder in Microsoft SharePoint every month.
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No-Code API Actions
Executable API actions
Flowbot triggers
When Item is Added or Updated in List
When a file is created or updated in a specified folder within the site
When a folder is created or updated in a specified folder within the site
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
Upload file
Create folder
Search folders/files
Copy file
Set values in document custom columns
Get item details
Download file
Create folder in drive root
Get list details
Get item access count and unique users (all time)
Get item access count and unique users (last 7 days)
Delete File / Folder
Move File to Another Folder
Add Item to List
Update List Item
Update List Item (Multiple Choice)
Get folders and files in a specific folder
Get the initial delta link for a list
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)
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your 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 events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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