When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
Sansan Zoom

When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.

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

■Overview

This is a flow where when new business card information is registered in Sansan, it is added as a registrant to a Zoom webinar using that information.

By linking Sansan and Zoom, new registration information is automatically added to Zoom, eliminating any gaps or omissions in information management.

Even if you receive multiple business cards at an event venue, you can easily add them as registrants to a Zoom webinar, making it convenient.

■Notes

・Please link both Sansan and Zoom with Yoom.

・Sansan is an app that can only be used with the Team Plan and Success Plan.

・For Free Plan and 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 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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When a business card image is registered in Sansan, upload it to Google Drive.
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When business card information is registered in Sansan, send an email to Outlook.
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About the Apps You Use
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 business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Zoom
Zoom
Templates using

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.

After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).
About the apps you use
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 business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Zoom
Yoom allows you to integrate with Zoom's API without any code, enabling the automation of various tasks. For example, you can automatically create meeting URLs and send them to participants via email, or retrieve participant information from webinars conducted on Zoom into Yoom's database via the API.
see details
Templates

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.

After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).
Templates
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API Actions That can be No-Code
Executable API actions
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
    When a meeting is created (Webhook)
    When a meeting ends
    When a conversation is created
    When a meeting is deleted (Webhook)
    When a participant joins before the host (Webhook)
    When recording is completed (Webhook)
    When recording transcription is completed (Webhook)
    When a webinar is created (Webhook)
    When a webinar ends (Webhook)
    When a webinar participant answers a survey (Webhook)
    When a webinar registration is created (Webhook)
    When a webinar registration is canceled (Webhook)
    When an attendee or participant joins a webinar (Webhook)
    When all user recordings are completed (Webhook)
    When a meeting is created
    When a message is posted in chat
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 (Date Range)
    Create Meeting (Deprecated)
    Edit Meeting (Deprecated)
    Create Recurring Meeting (Daily) (Deprecated)
    Create Recurring Meeting (Monthly) (Deprecated)
    Create Recurring Meeting (Weekly) (Deprecated)
    Edit Recurring Meeting (Daily) Details (Deprecated)
    Edit Recurring Meeting (Monthly) Details (Deprecated)
    Edit Recurring Meeting (Weekly) Details (Deprecated)
    Get meeting list
    Get webinar list
    Get webinar registrants
    Get meeting recording information
    Add a registrant to a webinar
    Download meeting recording files
    Add User
    Delete User
    Assign or remove licenses for a user
    Get User Information
    Delete Meeting Cloud Recordings
    Get Conversation Details
    Get Meeting Details
    Edit Recurring Meeting (Monthly)
    Create Recurring Meeting (Monthly)
    Create Meeting
    Edit Meeting
    Create Recurring Meeting (Daily)
    Edit Recurring Meeting (Daily)
    Create a recurring meeting (weekly)
    Edit recurring meeting (weekly)
    Delete a specific cloud recording for a meeting
    Activate/Deactivate a user account or change clock-in/out status
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 (Date Range)
Flowbot triggers
    When a meeting is created (Webhook)
    When a meeting ends
    When a conversation is created
    When a meeting is deleted (Webhook)
    When a participant joins before the host (Webhook)
    When recording is completed (Webhook)
    When recording transcription is completed (Webhook)
    When a webinar is created (Webhook)
    When a webinar ends (Webhook)
    When a webinar participant answers a survey (Webhook)
    When a webinar registration is created (Webhook)
    When a webinar registration is canceled (Webhook)
    When an attendee or participant joins a webinar (Webhook)
    When all user recordings are completed (Webhook)
    When a meeting is created
    When a message is posted in chat
Flowbot operations
    Create Meeting (Deprecated)
    Edit Meeting (Deprecated)
    Create Recurring Meeting (Daily) (Deprecated)
    Create Recurring Meeting (Monthly) (Deprecated)
    Create Recurring Meeting (Weekly) (Deprecated)
    Edit Recurring Meeting (Daily) Details (Deprecated)
    Edit Recurring Meeting (Monthly) Details (Deprecated)
    Edit Recurring Meeting (Weekly) Details (Deprecated)
    Get meeting list
    Get webinar list
    Get webinar registrants
    Get meeting recording information
    Add a registrant to a webinar
    Download meeting recording files
    Add User
    Delete User
    Assign or remove licenses for a user
    Get User Information
    Delete Meeting Cloud Recordings
    Get Conversation Details
    Get Meeting Details
    Edit Recurring Meeting (Monthly)
    Create Recurring Meeting (Monthly)
    Create Meeting
    Edit Meeting
    Create Recurring Meeting (Daily)
    Edit Recurring Meeting (Daily)
    Create a recurring meeting (weekly)
    Edit recurring meeting (weekly)
    Delete a specific cloud recording for a meeting
    Activate/Deactivate a user account or change clock-in/out status
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