・
"Every day, it's a hassle to manually enter information into Salesforce every time a new issue is created on GitHub..."
If you have this concern, we have the perfect solution for you! By integrating GitHub with Salesforce, issues created on GitHub are automatically synced to Salesforce cases, eliminating the need for manual data entry. This allows for smooth information sharing between the development and sales teams, greatly improving efficiency.
This article provides a detailed introduction to what can be achieved by integrating GitHub and Salesforce, as well as specific setup methods. Why not reduce manual work and aim for more efficient operations?
By using Yoom, you can easily integrate GitHub and Salesforce without any code. Yoom provides templates for integrating GitHub and Salesforce, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The "Flow to Sync GitHub Issues with Salesforce Cases" is a business workflow that automates information sharing between development and sales teams by leveraging the integration of GitHub and Salesforce.
When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to stay updated with the latest information in real-time.
■Recommended for
■Benefits of Using This Template
By utilizing this template, GitHub issues are automatically reflected in Salesforce cases, and information updates are shared instantly.
This eliminates the need for manual data entry and transfer tasks, reducing the burden on teams.
Additionally, data is consistently managed across both platforms, preventing human errors.
Automation unifies the information-sharing process, streamlining the operations of the entire team.
By integrating GitHub and Salesforce APIs, you can automatically link GitHub data to Salesforce!
For example, you can automatically perform data integration like the following without human intervention.
By utilizing this flow, you can reflect GitHub Issues in Salesforce. This allows for immediate information sharing across departments. This flow is especially recommended for companies looking to strengthen inter-departmental collaboration!
■Overview
The "Flow to Sync GitHub Issues with Salesforce Cases" is a business workflow that automates information sharing between development and sales teams by leveraging the integration of GitHub and Salesforce.
When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to stay updated with the latest information in real-time.
■Recommended for
■Benefits of Using This Template
By utilizing this template, GitHub issues are automatically reflected in Salesforce cases, and information updates are shared instantly.
This eliminates the need for manual data entry and transfer tasks, reducing the burden on teams.
Additionally, data is consistently managed across both platforms, preventing human errors.
Automation unifies the information-sharing process, streamlining the operations of the entire team.
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.
■Overview
The "Flow to Sync GitHub Issues with Salesforce Cases" is a business workflow that automates information sharing between development and sales teams by leveraging the integration of GitHub and Salesforce.
When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to stay updated with the latest information in real-time.
■Recommended for
■Benefits of Using This Template
By utilizing this template, GitHub issues are automatically reflected in Salesforce cases, and information updates are shared instantly.
This eliminates the need for manual data entry and transfer tasks, reducing the burden on teams.
Additionally, data is consistently managed across both platforms, preventing human errors.
Automation unifies the information-sharing process, streamlining the operations of the entire team.
(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!
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.
■Overview
The "Flow to Sync GitHub Issues with Salesforce Cases" is a business workflow that automates information sharing between development and sales teams by leveraging the integration of GitHub and Salesforce.
When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to stay updated with the latest information in real-time.
■Recommended for
■Benefits of Using This Template
By utilizing this template, GitHub issues are automatically reflected in Salesforce cases, and information updates are shared instantly.
This eliminates the need for manual data entry and transfer tasks, reducing the burden on teams.
Additionally, data is consistently managed across both platforms, preventing human errors.
Automation unifies the information-sharing process, streamlining the operations of the entire team.
(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!
Click "Save" at the bottom and proceed to the next step!
(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."
(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."
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!
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.
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.
■Overview
The flow "Automatically create a GitHub Issue when a To Do is registered in Salesforce" is a business workflow that facilitates smooth collaboration between sales and development teams.
When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management.
This enables smooth information sharing between teams and allows for quick responses.
■Recommended for
■Benefits of using this template
When using both Salesforce and GitHub for information management, synchronizing information can make it difficult to maintain the consistency of registered information.
By utilizing this flow, when a To Do is registered in Salesforce, an Issue is automatically created in GitHub, eliminating the need for manual information entry and enabling efficient information sharing.
Additionally, it facilitates smooth collaboration between sales and development teams, preventing duplication and omissions in work.
As a result, To Do information is immediately shared with the development team, allowing for rapid project progression.
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.
■Overview
The flow "Reflect Salesforce To Do updates to closed status in GitHub Issues" is a business workflow leveraging the integration between Salesforce and GitHub.
When a deal is closed, it is automatically reflected in a GitHub Issue, facilitating smooth information sharing between sales and development teams.
By eliminating manual data entry and speeding up data updates, it significantly improves operational efficiency.
■Recommended for
■Benefits of using this template
Maintaining data consistency is crucial when managing information across multiple applications.
In this flow, when a To Do is completed in Salesforce, it is automatically reflected in a GitHub Issue, eliminating the need for manual work.
Automation prevents errors from manual input and ensures accurate information is conveyed to the development team.
By leveraging GitHub and Salesforce APIs, various automation possibilities can be realized.
You can add issues to Microsoft Excel or automatically register them in a Notion database when they are created.
■Overview
This is a flow to OCR attachments from Google Forms and create issues on GitHub.
With Yoom, you can easily connect apps without programming, making it simple to implement this flow.
■Recommended for
■Benefits of using this template
Creating issues on GitHub is a cumbersome task.
It requires logging into GitHub and setting up each item, which can feel tedious when registering high-priority tasks like bug reports.
This flow allows you to streamline the OCR of attachments and issue creation on GitHub by connecting Google Forms and GitHub.
By sending image files of error codes related to bugs from Google Forms, it automatically performs OCR, reducing the hassle of manual input and improving searchability.
Additionally, it helps prevent mistakes in the destination of issue creation, making it possible to efficiently recreate and manage issues.
■Overview
This is a flow that creates an Issue in GitHub when a message is posted in Microsoft Teams.
■Recommended for
1. Those who use chat tools for business
・Those who conduct business communication via Microsoft Teams
2. Those who utilize GitHub in software development
・Those who manage tasks using the Issue feature
■Benefits of using this template
GitHub is a tool suitable for software development, which can streamline the management of tasks and code.
When progressing work using chat tools, there may be cases where you want to register chat content as an Issue, which can complicate work due to the need to switch between tools.
By adding chat content as an Issue, you can eliminate the need to switch between tools, thereby streamlining the creation of Issues.
■Notes
・Please integrate both Microsoft Teams and GitHub with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・AI operations are functions available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
The flow "Automatically register a new GitHub Issue to a Notion database" is a business workflow that streamlines the management of development projects.
■Recommended for
■Benefits of using this template
Manually entering information into Notion when a new issue arises in GitHub can be cumbersome.
Especially as projects scale, this burden increases.
By utilizing this workflow, the integration between GitHub and Notion is automated, and issue information is instantly registered in the Notion database.
You can enjoy benefits such as reduced working time, prevention of human error, and centralized data management.
As a result, project management becomes more efficient, and the overall productivity of the team is expected to improve.
■Overview
This is a flow where an email with a specific label in Gmail triggers the addition of an issue in GitHub.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically extract necessary information using AI from emails with specific labels received in Gmail and register them as GitHub Issues.
By eliminating the effort of checking and transcribing emails, you can reduce working hours and prevent human errors, allowing team members to allocate more time to creative and high-value tasks.
Since the process from email reception to Issue registration is seamless, information sharing and follow-up among stakeholders can proceed smoothly.
■Overview
This is a flow that adds an issue created on Github to Microsoft Excel.
■Recommended for
1. Those who use Github for business
・Those who manage tasks using issues
・Those aiming to improve development environment efficiency
2. Those who use Microsoft Excel for business
・Those who use it as a centralized data management location
■Benefits of using this template
Github is a tool that can improve business transparency by using issues for task management.
Additionally, managing tasks in Microsoft Excel facilitates smooth progress tracking.
However, manually entering data into Microsoft Excel every time an issue is registered on Github can lead to decision-making delays.
By utilizing this flow, issues registered on Github are automatically registered in Microsoft Excel, eliminating manual input.
By using the time previously spent on manual input for task resolution, it leads to quicker problem-solving.
Furthermore, it is possible to automate information sharing with the entire team by connecting this flow to a chat tool.
■Notes
・Please connect both Github and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
You can automatically register new lead information as a task in Asana, and notify Slack when a record is registered in the lead object.
■Overview
The workflow "Automatically register new lead information from Salesforce as tasks in Asana" is an ideal business workflow for those aiming to streamline their sales activities.
■Recommended for
■Benefits of using this template
■Overview
The flow "Register participant information as leads in Salesforce after a Zoom webinar ends" is a business workflow that automatically links participant data to Salesforce after a webinar, streamlining the preparation for sales activities.
It eliminates the need for manual data entry and enables efficient lead management.
■Recommended for
■Benefits of using this template
Are you finding the lead registration process after a Zoom webinar cumbersome?
This flow automatically registers the data of Zoom webinar registrants as leads in Salesforce, reducing the effort of manual entry and allowing for more effective use of time.
It also prevents registration errors and improves data accuracy.
You can expedite sales activities and avoid missing follow-up opportunities.
■Overview
The workflow "Create a folder in Microsoft SharePoint when a lead is registered in Salesforce" contributes to the efficiency of folder creation tasks.
It allows for the automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
By integrating Salesforce with Microsoft SharePoint, folder creation is quickly realized when a lead is registered.
This makes it easier to quickly organize and share information related to leads, supporting efficient sales activities.
Additionally, since information is immediately organized, the effort of searching is reduced, leading to improved operational efficiency.
Furthermore, as information on Salesforce is automatically reflected in Microsoft SharePoint, manual information transfer becomes unnecessary, reducing human errors.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce 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 connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The flow "Post to X (Twitter) when a new record is added to a Salesforce custom object" leverages the integration between Salesforce and X (Twitter) to automatically disseminate important information and updates.
As soon as new data is added, followers can be notified in real-time, facilitating smooth information sharing.
■Recommended for
■Benefits of using this template
When managing content for X (Twitter) posts with Salesforce custom objects, manually adding content and posting to X (Twitter) is inefficient.
By utilizing this flow, posts are automatically made to X (Twitter) when new records are added, reducing the burden of manual work.
Additionally, smooth information sharing enhances engagement with followers.
Automatic posting based on the configured content ensures consistency in brand messaging.
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.
Why not implement the optimal integration flow for your company and further improve operational efficiency?
