Order-to-Cash (O2C) Automation Software: Automate O2C With Your Existing Tools

■Overview

This is a flow to create a payment link from Salesforce to Stripe and send it via email.

By using Yoom, you can easily connect apps without programming.

By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.

‍

■Recommended for

1. Those who use Salesforce for customer and sales management

・Those who want to efficiently handle billing tasks and quickly complete payments

‍

2. Those who use Stripe for payment processing

・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers

‍

■Benefits of using this template

By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.

Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.

‍

■Notes

・Please integrate Yoom with both Salesforce and Stripe.

・Stripe and Salesforce are apps 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 2-week free trial. You can use restricted apps during the free trial period.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

■Overview

The flow "Send contracts via Docusign when the opportunity stage is updated in Salesforce" is a business workflow that supports the smooth progress of the sales process.
When the stage of an opportunity is changed in Salesforce, a contract is automatically sent to the client via Docusign. This integration eliminates the need for manual contract sending tasks, significantly reducing the time and effort of the sales team. Additionally, by utilizing Docusign's electronic signature feature, the period until contract conclusion is shortened, achieving overall operational efficiency.

‍

■Recommended for

• Sales representatives who use Salesforce for opportunity management and want to reduce the hassle of sending contracts
• Those who want to implement electronic contracts using Docusign but are unsure about how to integrate it with Salesforce
• Team leaders or managers who want to advance the automation of the sales process and improve operational efficiency
• Executives or business improvement personnel who want to shorten the time to contract conclusion and accelerate the sales cycle

‍

■Benefits of using this template
Since contracts are automatically sent via Docusign when the opportunity stage is updated in Salesforce, the hassle of manually sending contracts is eliminated.
Electronic signatures with Docusign reduce the time to contract conclusion, supporting swift sales activities.
Automation prevents human errors in contract work, ensuring accurate contract procedures.

■Overview

Are you spending too much time and effort manually transferring deal information managed in the CRM tool Bitrix24 to the accounting software Xero? Although this is a critical task where errors are not acceptable, it can become a significant burden for the person responsible. By integrating Bitrix24 with Xero, this workflow automates the entire process from deal creation to invoice issuance, eliminating the effort of manual data entry and helping prevent human error.

■Who Is This Template For?

• Anyone who manually manages deals in Bitrix24 and issues invoices in Xero
• Anyone who finds transferring data between Bitrix24 and Xero time-consuming and inefficient
• Anyone who wants to streamline the transfer of billing information from sales to accounting and improve overall productivity

■Benefits of Using This Template

• When a deal is created in Bitrix24, an invoice is automatically created in Xero, allowing you to spend the time previously used for data transfer on other tasks
• Prevent human errors such as manually entering incorrect amounts or customer information and failing to issue invoices, improving operational accuracy

■How the Flowbot Works

1. First, connect Bitrix24 and Xero to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Then, set the Bitrix24 “Get deal information” action as an operation to retrieve the details of the deal that triggered the flow
4. Next, use the Bitrix24 “Get contact information” action to retrieve the customer information associated with the deal
5. Then, use the AI feature’s “Extract text” action to extract the information required to create an invoice from the retrieved data
6. Finally, set the Xero “Create an invoice” action as an operation to create an invoice based on the information retrieved and extracted in the previous steps

■Customization Options for This Workflow

• In the AI text extraction operation, specify the items you want to include on the invoice, such as the company name, amount, and product name, from the information retrieved from Bitrix24
• In the Xero invoice creation action, configure the mapping to specify which data, such as values retrieved from Bitrix24 or extracted by AI, should be applied to each field

※“Trigger”: An action that starts the flow; “Operation”: An action that processes data within the flow after the trigger starts

■Notes

• Connect both Bitrix24 and Xero to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Enter the Xero Contact ID in the Comment field of the contact linked to Bitrix24’s “New Deal.”
  

• Anyone who finds contract and application processes using Google Forms and DocuSign time-consuming
• Anyone who wants to standardize workflows by eliminating mistakes in manual approval requests and document delivery
• Anyone who wants to move beyond routine document delivery tasks and focus on core responsibilities

• Automate the process from form response to approval and document delivery, reduce the time spent on manual work, and focus on more productive tasks.
• Eliminate manual data entry and email creation to prevent human errors such as incorrect recipients and missing attachments, improving operational accuracy.

1. First, connect Google Forms and DocuSign to Yoom.
2. Next, select Google Forms as the trigger and set the action to “When a response is submitted to the form.”
3. Then, select “Request action from an assignee” as the operation and request action based on the Google Forms response.
4. Finally, select DocuSign as the operation and set the “Create and send an envelope from a template” action to run after approval.

• In the Google Forms trigger settings, specify the form ID you want to use as the starting point for the automation.
• With the “Request action from an assignee” feature, you can freely set the assignee and request details. You can also include information collected through Google Forms in the request message as variables.
• In the DocuSign action, you can specify the template to send and recipient details. You can also dynamically set recipients and other fields using form responses as variables.

• Connect both Google Forms and DocuSign to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• For details on how to retrieve response content when using Google Forms as a trigger, see “How to Retrieve Response Content with the Google Forms Trigger.”

■Overview

This is a flow that notifies Slack when a specific file is approved and stored in Google Drive.

‍

■Recommended for

1. Personnel responsible for following up with newly hired individuals

・HR recruiters and administrative staff

・Corporate general affairs department

‍

2. Senior personnel responsible for HR management

・Department heads of various departments

・Team leaders and project leaders

‍

3. Those looking to reduce manual input tasks and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative staff handling multiple tasks

‍

■Benefits of using this template

・By automating the entire process, you can significantly improve operational efficiency by eliminating the hassle of communication and manual input.

‍

■Notes

・Please integrate Yoom with both Google Drive and Slack.

■Overview
The flow "Send a payment link via Stripe when a deal is closed in HubSpot" is a business workflow that automates the payment process after a deal is closed.
This streamlines the process from order to payment, reducing the burden on the sales team.
By utilizing Yoom to integrate HubSpot and Stripe and leveraging API and RPA functions, manual tasks can be reduced, enabling efficient business operations.

■Recommended for

• Sales representatives who manage deals using HubSpot and want to streamline the payment process after a deal is closed
• Business owners or managers who use Stripe and want to automate the sending of payment links
• IT personnel or system administrators who want to optimize business processes by integrating multiple SaaS applications
  ‍

■Benefits of using this template

• Improved operational efficiency: Payment links are automatically sent after a deal is closed, eliminating the need for manual email creation and link generation.
• Reduction of human error: Automation prevents mistakes such as missed or incorrect sending of payment links.
• Faster customer response: Quickly sending payment links improves response speed to customers, enhancing satisfaction.
  

■Overview

This is a flow that notifies Microsoft Teams when a payment is made via Stripe.

‍

■Recommended for

1. Companies that accept payments via Stripe

・Those managing completed payments on Stripe

・Those utilizing it to streamline online payments

‍

2. Those who use Microsoft Teams as their main communication tool

・Those using it as a means of communication within the team

‍

■Benefits of using this template

Stripe is a tool that can lead to improved customer satisfaction as it allows for a wide range of payment methods.
However, having to manually confirm completed payments on Stripe can be a factor that hinders productivity.

By utilizing this flow, you can immediately notify Microsoft Teams when a payment is completed on Stripe, facilitating smooth information sharing within the team.
Knowing the completion of payments quickly allows for smooth subsequent operations, thereby improving efficiency.

‍

■Notes

・Please integrate both Stripe and Microsoft Teams with Yoom.

・Stripe is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, 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 apps that are subject to restrictions.

・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.