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"Did I reflect this To Do on GitHub as well...?"
Isn't this kind of confirmation frequently exchanged between sales and development? Manually copying and pasting tasks registered in Salesforce to GitHub every time is cumbersome and poses a high risk of oversight. But what if registering a To Do in Salesforce automatically created an Issue in GitHub? Furthermore, what if the GitHub Issue was automatically updated when the task was completed? This would drastically reduce effort and errors, and streamline collaboration between teams.
In this article, we will thoroughly explain the automated integration flow between Salesforce and GitHub! Why not experience the efficiency of automation in your operations?
By using Yoom, you can easily integrate Salesforce and GitHub without any code.
Yoom provides templates for integrating Salesforce and GitHub, so you can achieve integration immediately just by registering, even without API knowledge.
■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.
By integrating the APIs of Salesforce and GitHub, you can automatically sync Salesforce data with GitHub!
For example, you can automatically perform data synchronization like the one below without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Salesforce and GitHub.
Registration takes only 30 seconds, so feel free to give it a try!
You can create Salesforce tasks as GitHub Issues, which will streamline your development process.
This flow is recommended for development and sales teams that utilize Salesforce and GitHub.
■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.
By reflecting task completion in GitHub, you can prevent forgetting to update.
This flow is recommended for those who want to strengthen team collaboration by synchronizing Salesforce progress.
■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.
Let's get started by creating a flow that integrates Salesforce and GitHub!
We will be using Yoom to proceed with the integration of Salesforce and GitHub without any code, so if you don't have a Yoom account yet, please create one using the registration form.
[What is Yoom]
This time, we will create a flow bot that automatically creates a GitHub Issue when a To Do is registered in Salesforce!
The creation process is broadly divided into the following steps.
■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.
First, register your apps to connect Salesforce and GitHub to Yoom.
By completing the app registration in advance, it becomes easier to proceed with automation settings.
Let's proceed with the settings!
Click "My Apps" → "Add" on the left side of the Yoom screen.
How to Integrate with Salesforce
An app list will be displayed, so find Salesforce from there or use the search function.
When the following screen appears, please log in to Salesforce.
How to Integrate with GitHub
Similarly, find GitHub from the list or use the search function.
When the following screen appears, log in to GitHub.
If Salesforce and GitHub are displayed in your My Apps section, the registration is complete.
Let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
■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.
The template will be automatically copied, and the following screen will be displayed.
The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there.
Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title."
You can also change the title to make it easier to use.
First, to set up the flow bot to start when a task is registered in Salesforce, click "When a record is registered in the ToDo object."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
*Salesforce is an app for those using the Team Plan or Success Plan.
If you use it with the Free Plan or Mini Plan, the flow bot operations and data connections may result in errors, so please be careful.
The paid plans (Team Plan, Success Plan) come with a 2-week free trial.
During the trial period, you can try Salesforce, which is usually restricted, without any issues.
Please take this opportunity to experience various features.
When the following screen is displayed, set the "Trigger Interval."
*Please note that the trigger interval varies depending on the plan.
Scroll down and set the "My Domain URL" as explained.
Register a record in the task object in Salesforce for testing purposes.
Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, and "Retrieved value" will be shown below it.
Although not displayed on the screen below, values obtained from Salesforce will be added next to the item names in Retrieved value.
The retrieved value will be used in the subsequent settings, so please check for any errors.
Once confirmed, click "Save."
Next, to set up creating an Issue, click "Create Issue."
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next."
When the following screen is displayed, set the "Owner Name" and "Repository Name" as explained.
Scroll down and set the "Title."
By setting Salesforce's "Subject" in the "Title," the title will be automatically added.
Click the arrow in the red frame to display the retrieved value, and select "Subject."
By setting Salesforce's "Description" in the "Comment," Salesforce's description will be automatically added to GitHub.
Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, and values will be added to the retrieved data below.
Once confirmed, click "Save."
Next, since the Issue number registered in GitHub is needed for updates, click "Operate Database"
The following screen will be displayed, so please check the settings.
Scroll down and set the "My Domain URL" and "Object API Name."
If there are no issues, click "Next."
The following screen will be displayed, so set the "Conditions for the record to update."
Here, we will use a unique value that is present at the time of the trigger to search for the target record.
This time, we set it as follows.
Next, set the "Values for the updated record."
Since we will set up to update the GitHub Issue number, please select the Salesforce description and the Issue number from GitHub in the description field.
*If you set only the retrieved value of the Issue number, the original description will disappear
Once the setup is complete, click "Test" → "Test Successful" → "Save."
All the settings for each item are now complete!
The following screen will be displayed, and once you click "Turn on Trigger," the automation setup will be complete.
Check if the flow bot you set up is working correctly!
This was the flow where a GitHub Issue is automatically created when a To Do is registered in Salesforce.
Earlier, we introduced how to link data from Salesforce to GitHub, but if you want to link data from GitHub to Salesforce, please use the following template.
GitHub Issues will be automatically reflected in Salesforce Cases, saving you the trouble of manual synchronization.
This flow is recommended for those who want to prevent information discrepancies between different teams, such as customer teams and development teams.
■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.
It is possible to automate various tasks using Salesforce and GitHub APIs.
If you find something interesting, please give it a try!
When opportunities or leads are registered in Salesforce, you can add them to a database or send emails.
◼️Overview
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce opportunity object.
When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet.
Please prepare a sheet to manage opportunity information in Excel Online for use.
◼️Notes
・After opportunity information is registered in Salesforce, an event will be registered in Google Calendar 5 to 15 minutes later.
・Integration settings with both Salesforce and Excel Online are required for Yoom.
・Available for use with Excel Online. (Not available for local files.)
・Available with Yoom's Team Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps.
・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.
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a CRM tool
・Companies that centrally manage customer information in Salesforce
2. Those using OneDrive for file management
・Those who want to streamline file management
■Benefits of using this template
By using this template, a folder is automatically created in OneDrive when an account is registered in Salesforce.
Those who previously created folders manually will save time.
The time saved can be allocated to other tasks, increasing the amount of work that can be done in a day.
Additionally, reducing manual tasks decreases human errors.
It reduces the chances of forgetting to create a folder or creating duplicates, enabling accurate file management.
■Notes
・Please connect both Salesforce and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
・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 connections set in the Flow Bot 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 normally restricted.
■Overview
The workflow "Add lead information registered in Salesforce to Notion" can automate the task of transferring information.
Since tasks that are done manually are automated, it helps avoid human errors.
■Recommended for
■Benefits of using this template
By linking Salesforce and Notion, there is an advantage of being able to quickly share lead information.
This enables quick responses to leads.
By maintaining high interest in leads and conducting appropriate follow-ups, customer experience is improved, which can ultimately lead to increased sales.
Additionally, by centrally managing lead information on Notion, information sharing and collaboration among team members can be carried out smoothly.
This will likely lead to improved efficiency and effective teamwork.
■Overview
This is a flow that adds an account to Salesforce after checking for duplicates when a Google Form is submitted.
It allows for smoother management of data submitted via Google Forms.
■Recommended for
■Benefits of using this template
This flow can automate the manual process of duplicate checking and registration in Salesforce, contributing to a reduction in work time and effort.
By automating the registration process, human errors can be prevented, and accurate customer data can be maintained.
Additionally, it allows for consistent data management across the team with a unified workflow.
■Overview
The workflow "Send an email in Outlook when lead information is registered in Salesforce" accelerates customer follow-up.
Emails are automatically sent as soon as customer information is registered, improving work efficiency.
■Recommended for
■Benefits of using this template
By linking Salesforce and Outlook, you can quickly send emails when lead information is entered.
Using this flow enables smooth follow-up with leads.
Appropriate early-stage responses can lead to improved customer satisfaction and increased sales.
Additionally, since lead information is sent automatically, the risk of manual errors is reduced.
This ensures accurate information transmission and improves operational efficiency.
It is possible to add GitHub issues to a database. Based on the message content, you can create an issue on GitHub.
■ Overview
This is a workflow where, when an issue is created on GitHub, ChatGPT automatically analyzes the content and adds appropriate comments.
By utilizing Yoom, this workflow speeds up initial responses and improves communication within the development team.
It achieves efficient issue management by incorporating AI.
■ Recommended for
■ Benefits of using this template
Checking the content to understand GitHub issues can take a lot of time if the content is complex.
With this automation, ChatGPT automatically analyzes and adds appropriate comments, allowing for smooth initial responses and leading to more efficient issue management.
Furthermore, consistent feedback from AI improves information sharing within the team and facilitates smoother communication.
It reduces the time developers previously spent explaining content, allowing them to focus on important tasks.
■Overview
Automatically add new or updated GitHub issues to a Google Spreadsheet.
■Setup Instructions
・Connect GitHub, Google Spreadsheet, and Yoom. (My App Integration)
・Specify the owner name and repository name with the trigger "When a new issue is created or updated" in GitHub.
・In the Google Spreadsheet operation "Add a record," specify the spreadsheet information where the data will be added.
■Notes
・Integration settings between your GitHub account and Google Spreadsheet account are required.
◼️Overview
When a page in a specific Notion database is created or updated, an Issue is automatically created in GitHub.
The title, body, and assignee settings of the Issue can be freely customized.
◼️Setup Instructions
1. Connect both the Notion and GitHub apps with Yoom. (My App Connections)
2. Use the trigger "When a page in a specific database is created or updated" in Notion, and specify the database ID of the specific database.
3. In the GitHub operation "Create Issue", set the Issue title, comments, assignee, etc., based on the information obtained from Notion.
◼️Notes
・It is necessary to set up account connections for both Notion and GitHub.
・Feel free to replace the Issue settings and body with any desired values.
■Overview
This is a flow that creates an Issue in GitHub when a message is posted on Slack.
■Recommended for
1. Those who use Slack for work
・Those who handle work communications on Slack
・Those who share task assignments with members from Slack
2. Those who use GitHub as a task management tool
・Engineers who want to streamline version control with GitHub
・Project managers who manage development tasks on GitHub
■Benefits of using this template
GitHub allows you to create Issues for problems that arise in work, which helps in visualizing and sharing issues.
However, creating Issues on GitHub needs to be done manually, which carries the risk of missing Issue creation.
This template allows you to create Issues in GitHub based on messages posted on Slack.
You can create Issues based on chat content that arises from work communications, eliminating the need to switch between tools and enabling timely responses.
■Notes
・Please integrate Slack and GitHub with Yoom.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured flow bot 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
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.
How was it? By integrating Salesforce with GitHub, you can potentially solve issues such as "eliminating duplicate task management," "smoothing collaboration between sales and development," and "preventing update oversights." Automating everything from task registration to issue creation and updates can enhance work efficiency and improve the quality of information sharing.
With the no-code tool Yoom, you can easily integrate Salesforce and GitHub 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 make task management between sales and development smoother with automated app integration?
