Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Google Sheets
When customer information in the Google Spreadsheet is updated, issue a document and send it to Slack.
This is a business workflow that automatically creates invoices based on customer information from Google Sheets and sends them to Slack. It streamlines everything from data management to sharing, reducing the effort required for tasks.
kintone
Shopify
When customer data is registered in kintone, reflect it in Shopify.
When customer information is registered in kintone, it is automatically reflected in Shopify as part of the business workflow. This prevents manual input and double management, supporting efficient customer data operation.
Microsoft Excel
Box
When content, including a file, is submitted from the form, add the information to Microsoft Excel and upload the file to Box.
This is a business workflow that adds data to Microsoft Excel and uploads files to Box upon form submission. This reduces the effort required for data entry and file management, thereby enhancing operational efficiency.
Sansan
HubSpot
When business card information is updated in Sansan, update the contact in HubSpot as well.
When business card information is updated in Sansan, the contact in HubSpot is automatically updated as well. This workflow maintains data consistency and eliminates the need for manual updates.
Sansan
Microsoft Outlook
When business card information is registered in Sansan, send an email to Outlook.
When business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Sansan
HubSpot
When business card information is registered in Sansan, create a contact in Hubspot.
When business card information is registered in Sansan, a contact creation flow is triggered in HubSpot. The business card information registered in Sansan is automatically linked to HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
Dropbox
Slack
When audio data is uploaded to Dropbox, transcribe it and notify Slack.
When audio data is uploaded to Dropbox, it is automatically transcribed and a notification is sent to Slack. This workflow allows the entire team to quickly share the content.
Dropbox
Google Docs
When audio data is uploaded to Dropbox, transcribe it and add it to Google Docs.
When you upload audio data to Dropbox, Yoom automatically transcribes it and adds it to a Google Document as part of the workflow. This reduces manual transcription work and enables efficient documentation.
Webflow
Microsoft Excel
When an order is placed on Webflow, add it to Microsoft Excel.
This is a flow to add orders from Webflow to Microsoft Excel. When an order is placed on Webflow, the order information can be automatically added to Microsoft Excel, making it possible to streamline manual tasks.
Webflow
Google Sheets
When an order is placed on Webflow, add it to Google Sheets.
This is a flow for adding orders from Webflow to Google Sheets. By speeding up the addition of order information to Google Sheets, it becomes possible to smoothly proceed with inventory management and order management tasks.
Webflow
Airtable
When an order is placed on Webflow, add it to Airtable.
When an order is placed on Webflow, it is added to Airtable. By automating the addition of order information to Airtable, data reliability is enhanced, allowing for smoother order processing and customer management.
Shopify
Slack
When an order is placed on Shopify, notify Slack.
When an order is placed on Shopify, this flow sends a notification to Slack. As the notification is sent to Slack the moment an order is placed on Shopify, prompt action becomes possible. By sharing order information on Slack, information coordination among team members becomes smoother, enhancing the quality of customer service.
Shopify
SendGrid
When an order is placed on Shopify, add the purchaser to the SendGrid contact list.
When an order is placed on Shopify, this flow adds the purchaser to the SendGrid contact list. This allows for efficient marketing activities and enables quick implementation of strategies to increase sales.
Shopify
Microsoft Excel
When an order is placed on Shopify, add a record to Microsoft Excel.
When an order is placed on Shopify, this flow adds a record to Microsoft Excel. It automatically adds order information from Shopify to Microsoft Excel, reducing manual entry errors and saving time.
Shopify
Mailchimp
When an order is placed on Shopify, add a contact to Mailchimp.
This is a flow to add a contact to Mailchimp when an order is placed on Shopify. Each time an order is placed on Shopify, customer information is automatically added to Mailchimp, eliminating the need for manual data entry.
BASE
SendGrid
When an order is placed on BASE, register the member information in SendGrid.
When an order is placed on BASE, member information is registered in SendGrid in this flow. This flow helps avoid human errors from manual work and maintains high accuracy of information. By using accurate information, it leads to improved productivity through reliable marketing activities.
Amazon Seller Central
Google Sheets
Microsoft OneDrive
When an order is created on Amazon, create an invoice and save it to OneDrive.
When a new order is placed on Amazon, Yoom's business workflow automatically creates a PDF quotation and saves it to OneDrive. This reduces manual work and enables quick and accurate quotation creation.
Salesforce
Microsoft SharePoint
When an opportunity stage is updated in Salesforce, create a folder in Microsoft SharePoint.
A business workflow that automatically creates a folder in Microsoft SharePoint when the opportunity stage is changed in Salesforce. This reduces manual effort and errors, streamlining operations.
Salesforce
When an opportunity object is registered in Salesforce, issue a quote and send it to Discord.
When an opportunity is registered in Salesforce, this business workflow automatically creates a quote and sends it to Discord. It helps reduce manual work and supports quick and accurate information sharing.
Salesforce
Google Sheets
When an opportunity is won in Salesforce, update the Google Spreadsheet as well.
When a deal is closed in Salesforce, this workflow automatically updates a Google Spreadsheet. It reduces manual tasks and allows you to focus on sales activities by centralizing data management.
Trello
Salesforce
When an opportunity is won in Salesforce, create a task in Trello.
This is a flow to register a task in Trello when an opportunity is won in Salesforce. You can automatically convert routine tasks according to the progress of the opportunity, eliminating the need to request or instruct tasks each time. This reduces the effort of transcription and allows for smooth follow-up.
Salesforce
Google Sheets
When an opportunity is won in Salesforce, add it to Google Sheets.
When a deal is closed in Salesforce, it is automatically added to a Google Spreadsheet. This workflow eliminates the need for manual data entry and allows you to manage and share sales data in real-time.
Salesforce
Google Calendar
When an opportunity is registered in Salesforce, schedule an event in Google Calendar.
This is a flow bot that integrates Salesforce with Google Calendar. When an opportunity is registered in Salesforce, it automatically schedules an event in the Google Calendar of the opportunity owner. Create a field called "Opportunity Date" in the Salesforce opportunity object with a "Date/Time" data type. Use this field to schedule the event in Google Calendar. Please add this new field before using the bot. The event registered in Google Calendar is created with a 1-hour slot, but you can change the time slot by modifying the settings of the "Create Opportunity End Time" field.‍
Notion
Trello
When an item is added to the Notion database, create a card in Trello.
When an item is added to the Notion database, a flow is created to add a card to Trello. By setting up this integration, you can keep your projects organized and up-to-date without extra effort. By connecting Notion and Trello, whenever an item is added to the specified database in Notion, a card is created in Trello without any missing or omitted information.‍