How to integrate Collaboflow with Salesforce to create a Todo in Salesforce when a request is approved in Collaboflow

The integration of CollaboFlow and Salesforce is a powerful means to streamline business processes and automate task management. In this article, we will explain how to automatically add a ToDo in Salesforce when a request is approved in CollaboFlow. This automation eliminates the need for manual task registration, preventing oversights in business operations.

Recommended for

Those using CollaboFlow and Salesforce but finding data integration between tools cumbersome
Company representatives looking to automate approval processes and task management to improve business efficiency
Individuals in sales or HR facing challenges with preventing task omissions and clarifying areas of responsibility
Those in industries requiring compliance who wish to enhance transparency in process management
Those aiming to build an integrated business flow while mastering multiple tools

Benefits and Examples of Integrating CollaboFlow and Salesforce

Benefit 1: Streamlining Business Processes

By automating the process of "adding a ToDo in Salesforce when a request is approved in CollaboFlow," the need for manual task registration is eliminated, significantly reducing work time. This allows for smooth execution of the next action while preventing errors. For example, in the sales department, automatically adding a ToDo for a project in Salesforce after quote approval reduces the risk of missing important tasks. This is especially beneficial for companies handling multiple projects simultaneously, as it helps achieve an efficient workflow that prevents oversights.

Benefit 2: Clarification of Responsibility

With the automatic addition of ToDos, the person responsible for each task is clearly identified in Salesforce. For instance, when a new client contract is approved in sales activities, subsequent document preparation and schedule adjustments are assigned to specific individuals, preventing ambiguity about "who should do what." This clarifies responsibility and leads to efficient task execution.

Benefit 3: Strengthening Compliance

Automation ensures consistent operation of processes, thereby strengthening compliance. Automatically registering a ToDo in Salesforce after approval ensures accurate business records, allowing for content verification as needed. In industries with strict regulations, such as financial institutions or healthcare, this ensures important tasks are managed correctly, contributing to transparency during audits or inspections.

Now, let's explain how to add a ToDo in Salesforce when a request is approved in CollaboFlow using the no-code tool Yoom.

[About Yoom]

How to Add a ToDo in Salesforce When a Request is Approved in CollaboFlow

This can be achieved by receiving the record registration in the CollaboFlow database using CollaboFlow's API and notifying Salesforce of the registered record data using Salesforce's API.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

This flow will proceed through four main processes.

・Registering My Apps in CollaboFlow and Salesforce
・Copying the template
・Setting the trigger in CollaboFlow that initiates the flow and the subsequent operation settings in Salesforce
・Turning on the trigger button and verifying the integration operation between CollaboFlow and Salesforce

If you are not using Yoom, please register for free here.

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Step 1: Register My Apps for Collabflow and Salesforce

First, let's integrate Collabflow with Yoom.
From "My Apps" displayed on the left side of the Yoom workspace, select "New Connection", enter Collabflow in the search box, and click on the displayed suggestion.

Enter any name for the account name.
Please enter the User ID and API key.

This completes the registration of Collabflow in My Apps.

Next, let's register Salesforce in My Apps.
From "My Apps" displayed on the left side of the Yoom workspace, select "New Connection", enter Salesforce, and click on the displayed suggestion.

The Salesforce login screen will be displayed, so log in with the account you want to integrate this time.

Salesforce will be displayed in My Apps.
This completes the registration of Collabflow and Salesforce in My Apps for this use.

Step 2: Copy the Template‍

To set up automation, click "Try it" on the banner below.

127226 Step 3: Set the trigger for the CollaboFlow that serves as the starting point of the flow, followed by the Salesforce operation settings

The FlowBot screen will be displayed, so click on the red-framed area.
On the screen to select the linked account and action, confirm that the account for the CollaboFlow you are linking this time is correct, and click "Next".

You need to set up a Webhook in CollaboFlow.
Copy the Webhook URL and set it up in CollaboFlow.
※ For instructions on how to set up a Webhook in CollaboFlow, please check here.

Once the setup is complete, run a test, and after confirming the test is successful, click "Save".

Next, set up to retrieve the details of the application content in CollaboFlow.
Click on the red-framed area in the image below.
On the screen to select the linked account and action, click "Next".

The API connection settings screen will be displayed, so enter according to the content.
Once the input is complete, run a test, and after confirming the test is successful, click "Save".

Finally, set up to register a ToDo in Salesforce.
Click on the red-framed area in the image below.
On the screen to select the linked account and action, confirm that the account for the Salesforce you are linking this time is correct, and click "Next".

The API connection settings screen will be displayed.
Proceed with entering according to the content.
Once you have entered, click "Save".

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Step 4: Turn on the trigger button and verify the integration operation between CollaboFlow and Salesforce

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the FlowBot starts correctly.

Here is the template used this time.

Examples of Other Automations Using CollaboFlow and Salesforce

① Send an Email with Gmail When a Request is Approved in CollaboFlow

This flow sends an email with Gmail when a request is approved in CollaboFlow. By using this template, those who accessed CollaboFlow to check the approval status can reduce the effort of checking, leading to a more efficient approval process.

② Update Salesforce records once approval is completed in Collaboflow

This is a flow to update Salesforce records once approval is completed in Collaboflow. By using this template, Salesforce records are automatically updated when approval is completed in Collaboflow, eliminating the need for manual updates and improving operational efficiency.

③ Register a meeting schedule with a customer from Salesforce to Google Calendar and send the meeting URL via Gmail

This is a flow to register a meeting schedule with a customer from Salesforce to Google Calendar and send the meeting URL via Gmail. By using this template, you can save time as there is no need to manually add the schedule to the calendar or send the URL via email.

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Summary

By integrating CollaboFlow with Salesforce, you can achieve streamlined business processes and automated task management. It eliminates the hassle of manual task registration and clarifies areas of responsibility, preventing any oversights in operations. Additionally, it contributes to enhanced compliance, ensuring transparency especially in highly regulated industries.
Since it can be easily set up with no code, be sure to incorporate Yoom into your actual business operations and experience the efficiency for yourself!