When a client is registered in Sansan, create a folder for each employee in Dropbox.

■Overview

This flow creates a folder for each employee in Dropbox when a client is registered in Sansan.

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■Recommended for‍

1. Representatives of companies that manage customers with Sansan and share files with Dropbox

・Those who want to streamline file management by automatically creating a Dropbox folder for each client

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2. Sales representatives

・Those who want to organize and save files in dedicated Dropbox folders for smooth information sharing

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3. Administrative staff

・Those who want to eliminate the hassle of manually creating Dropbox folders

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■Benefits of using this template

Manually creating folders for sharing contact information and materials after exchanging business cards can be very time-consuming and may lead to human errors.

By integrating Sansan with Dropbox, a folder for each employee is automatically created in Dropbox when client information is registered in Sansan.
This prevents human errors such as incorrect folder names or missing folders, allowing for smooth file management.

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■Notes‍

・Please integrate both Sansan and Dropbox with Yoom.

・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 Flowbot 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 the restricted apps.