[No Code Required] How to Automatically Integrate GitHub Data into Salesforce

Let's Create a GitHub and Salesforce Integration Flow

Now, let's create a flow that integrates GitHub and Salesforce!
We'll use Yoom to proceed with the integration of GitHub and Salesforce without any code, so if you don't have a Yoom account yet, please create one using this registration form.

[What is Yoom]

This time, we will synchronize GitHub Issues with Salesforce Cases!
The creation process is broadly divided into the following steps.

• Integrate GitHub and Salesforce with My Apps
• Copy the template
• Set up the app trigger
• Integrate with Salesforce and add records
• Integrate with GitHub and update Issues
• Set the trigger to ON and complete the flow activation preparation

Step 1: Connect My App with GitHub and Salesforce

(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
From the app list in My Apps, click on GitHub.

(2) From the GitHub sign-in screen, sign in with your account.

(3) Next, connect with Salesforce. Similarly, click on Salesforce from the app list in Yoom.
From the Salesforce login screen, enter your "Username" and "Password" and click login.
※ Salesforce is an app available only with the Team Plan and Success Plan.
For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.

If you want to "Try it for free first!", you can register for a 2-week free trial, during which you can use the restricted apps!

Once the connection is complete, GitHub and Salesforce will be registered in Yoom's My Apps.

This completes the My App registration.
Next, let's set up triggers using templates!

Step 2: Copy the Template

We will use the template introduced earlier.
Click "Try it" on the banner below to copy it.
Once copied, the template will be copied to your Yoom management screen as shown below, so press OK and proceed with the setup.

Step 3: Setting Up App Trigger

(1) Configure the settings for when a new Issue is created in GitHub.
Click on "When a new Issue is created" in the app trigger.

(2) From the "Select Your Account" screen in GitHub, verify that there are no errors in the account information connected to GitHub, keep the trigger action as "When a new Issue is created," and click "Next."

(3) From the "API connection settings for the app trigger" screen, select the trigger interval.
Select the trigger interval from the dropdown menu: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.

Scroll down, verify the red line, and enter the owner name and repository name.
Once the input is complete, click "Test."

If the GitHub information is reflected in the retrieved value, the test is successful.
If you're wondering "What is retrieved value?", please refer to the site below!‍

About Retrieved value

Click "Save" at the bottom and proceed to the next step!

Step 4: Integrate with Salesforce and Add Records

(1) Next, integrate with Salesforce to add records.
Click "Operate Database."

(2) From the "Database Integration" screen, verify that there are no errors in the account information linked with Salesforce, and keep the action as "Add Record."

Scroll down, verify the red line, and enter your My Domain URL.
Select the object API name from the options.
Once the input is complete, click "Next" at the bottom.

(3) From the "Database Operation Detailed Settings" screen, input the values for the record to be added using the retrieved values. By using the retrieved values, you can reference the information obtained by the app trigger!
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."

Step 5: Integrate with GitHub and Update Issue

(1) Next, integrate with GitHub to update an Issue.
Click "Update Issue."

(2) From the "Select Linked Account and Action" screen in GitHub, verify that there are no errors in the linked account, keep the action as "Update Issue," and click "Next."

(3) From the "API Connection Settings" screen, enter the repository owner and repository name.
Re-enter the repository owner and repository name that you entered in step 3 (3).

Scroll down, and use the retrieved values to input the issue number, title, and comment content.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."

Other fields are not mandatory. Please fill in the necessary fields.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."

Step 6: Set Trigger to ON and Complete Flow Operation Preparation

Well done! All settings are now complete.
Once the settings are complete, the following menu will be displayed, so turn the trigger ON.

Try actually starting the flow bot and check if the GitHub Issue is synchronized with the Salesforce case!

If You Want to Integrate Salesforce Data with GitHub

This time, we introduced how to integrate data from GitHub to Salesforce, but if you want to perform data integration from Salesforce to GitHub, please also use the template below.

Automatically Create a GitHub Issue When a To Do is Registered in Salesforce

When a To Do is registered in Salesforce, an Issue is automatically created in GitHub. This eliminates the hassle of transcribing to GitHub. Additionally, by automating, you can prevent duplicate or missing Issues.

Reflect Salesforce To Do updates to closed status in GitHub Issues

This flow is ideal for those who want to streamline information sharing between sales representatives and the development team. By automating the process, you can save time spent on manual entries. Additionally, reducing manual errors will help ensure accurate information is conveyed.

Other Automation Examples Using GitHub and Salesforce APIs

By leveraging GitHub and Salesforce APIs, various automation possibilities can be realized.

Automation Examples Using GitHub

You can add issues to Microsoft Excel or automatically register them in a Notion database when they are created.

Automation Examples Using Salesforce

You can automatically register new lead information as a task in Asana, and notify Slack when a record is registered in the lead object.

In Conclusion

How was it? By integrating GitHub and Salesforce, you can solve challenges such as "eliminating manual data entry," "facilitating smooth information sharing between teams," and "enhancing operational efficiency." Automatically reflecting GitHub issues in Salesforce helps eliminate wasteful tasks and allows the entire team to stay updated with the latest information.

With the no-code tool Yoom, you can easily integrate GitHub and Salesforce without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.

Create a free account now

Why not implement the optimal integration flow for your company and further improve operational efficiency?