Microsoft Outlook Microsoft SharePoint
When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
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  3. When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
Microsoft Outlook Microsoft SharePoint

When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.

Yoom's Microsoft Outlook ＆  Microsoft SharePoint  are ready to use! Automate tasks instantly—just copy the template!
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■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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API Actions That can be No-Code
Executable API actions
everything
Microsoft Outlook
Microsoft SharePoint
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 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
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
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
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 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
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
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Tab 2
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