Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
All Templates
When an account is registered in Salesforce, create a folder in SharePoint.
When a record is registered in the Salesforce Account object, this flow bot creates a new folder with the account name in SharePoint and registers the URL of the created folder in Salesforce. By using this flow bot, a folder is automatically created when an account is registered in Salesforce, allowing you to manage files related to the account in SharePoint. Feel free to modify the settings as needed.
Notify Microsoft Teams when a new message is posted on Slack.
When a new message is posted on Slack, it notifies Microsoft Teams. The content of the notification and the destination team can be customized.‍
Post content shared on Slack to Google Chat
This is a flow bot that automatically notifies a Google Chat space of content posted in a specific Slack channel. It is useful for situations where your company uses Google Chat, but you use Slack for interactions with clients and want to consolidate notifications in Google Chat.
When a PDF file is uploaded to Google Drive, link the file to Box as well.
When a PDF file is uploaded to Google Drive, it is transferred to the specified folder in Box.‍
When a page is created or updated in Notion, notify LINE WORKS.
When a page is created or updated in Notion, a notification will be sent to a specified LINE WORKS talk room. You can designate any room as the notification destination.
Automatically send a template email from Gmail using lead information from the Salesforce page.
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending a template email in Gmail. Feel free to modify the content of the template email as needed. You can also send attachments such as service documents.‍
Read business card data using AI-OCR and store it in Google Sheets.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipients.‍
Store the file attached to the email in the box.
Automatically store the files attached to the email in the specified folder in Box. You can specify any folder or file name for the storage location.‍
Create a quotation in freee from the Yoom database
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
Post content from Slack to Microsoft Excel
This is a flow for transferring content posted on Slack to Microsoft Excel.‍
When a new contact is registered in HubSpot, notify on Discord.
When a new contact is registered in HubSpot, an automation will send a notification to Discord. The content of the notification and the destination Discord channel can be freely customized.‍
When the hotel reservation form is submitted, add the reservation information to the Google Spreadsheet.
When the hotel reservation form is submitted, it is added to a Google Spreadsheet and an initial reply is sent via Gmail. You can freely set the contents of the form and the sheet to be added. The form can be shared by copying the link.
When a message is sent to a Microsoft Teams channel, notify Slack.
When a message is sent to a specific channel in Microsoft Teams, the content of that message is notified to Slack. You can automatically share information to another chat without accessing Microsoft Teams.
When a ticket is created in Zendesk, integrate it with Salesforce.
This is a flow bot that links the content of a ticket to the activity information of the account object in Salesforce when a ticket is newly created in Zendesk. The support team can check the ticket content handled in Salesforce. When a ticket is created in Zendesk, it retrieves the sender's information and searches for the contact in Salesforce that matches the sender's email address. It registers the ticket information to the account record linked to the contact found in the search.‍
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
When a new record is created in Salesforce, create a folder in Box.
This is a flow bot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce Account object, it creates a folder in Box with the account name and records the folder URL in the record. Since the folder is created with the account name, there is no need to manually create a folder. Please change the parent folder ID where the new folder will be created in Box.‍
Write the contents of the order form into a spreadsheet.
When the order form is submitted, this flow bot automatically writes the submission content to a spreadsheet. Feel free to modify the form fields and the destination spreadsheet as needed. By creating a spreadsheet in table format, information will be added to the last row of the table. The created form can be shared with external users such as clients or customers for use.‍
When a message is posted on Slack, notify Discord.
When a new message is posted on Slack, a notification is automatically sent to Discord. The content and destination of the notification can be customized.‍
When a contact is registered in Hubspot, register it in Salesforce.
When a contact is registered in Hubspot, this flow bot automatically registers it in the Salesforce lead object as well. By automatically synchronizing lead information in real-time between Hubspot and Salesforce, cumbersome data entry tasks are eliminated.‍
Enter the responses from the Google Form into Excel.
Automatically input information submitted via Google Forms into an Excel table. Please refer to this article for how to retrieve responses from Google Forms.‍
When there is a survey response in the form, change the route according to the response content and notify different Slack channels.
When a survey response is submitted to the Yoom form, notifications are sent to different chat rooms based on the response content, switching the direction accordingly. It is possible to notify specific teams with information based on the form responses.
When opportunity information is updated in Salesforce, notify Microsoft Teams.
This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated. When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams. Feel free to change the target channel and message content as needed.‍
When Salesforce opportunity information is registered, add the information to Excel.
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.‍
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.‍
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
Receive an email in Outlook and get notified in Microsoft Teams.
When an email is received in Outlook, this flow extracts and summarizes the content using AI and sends a notification to Microsoft Teams. By utilizing AI for data extraction, it eliminates the need for complex regular expression settings to obtain names, email addresses, and addresses from the email, thereby allowing for a more streamlined flow bot.
When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
In the activity items of Salesforce's Opportunity or Account objects, when activity information (activities) is registered, it automatically registers the schedule in Google Calendar. By registering the activity schedule in Salesforce, the schedule is automatically registered in Google Calendar, eliminating the need for double entry. It is also possible to share the issued Meet URL and meeting information via Slack or email.‍
Generate a quote from Salesforce opportunity information.
Create a PDF of a quotation based on an Excel template from the Salesforce opportunity page using a Chrome extension, and send the file to Slack. Feel free to create the quotation template in Excel. The quotation will be created using the product information linked to the opportunity. Therefore, please associate products with the opportunity information in advance. The created report file can be sent via email or any chat tool such as Slack, Teams, or Chatwork.‍
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
When a post is made in a Microsoft Teams channel, automatically send an email in Outlook.
When a message is posted in a specific Microsoft Teams channel, it is automatically forwarded via email using Outlook. You can freely modify the body and recipient of the Outlook email as needed. By adding branching processes in between, it is also possible to change the content and recipient of the email based on the content of the Microsoft Teams post.
Create a report in a spreadsheet from Salesforce opportunity information.
From the Salesforce opportunity page, create any form of PDF using a Chrome extension based on a spreadsheet template and send the file to Slack. It is possible to create documents such as quotes and invoices using the product information linked to the opportunity. The created document files can be sent via email or to any chat tool such as Slack, Teams, or Chatwork.
When a new task is added to a project in Asana, add the task to Google Sheets as well.
When a new task is added in Asana, it is automatically added to Google Sheets as well. This flow reduces the effort of adding tasks to multiple tools.
Send a template email from Outlook using the lead detail page in Salesforce.
Send a template email from Outlook from a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set attachments and other options.
Automatically post to the Slack channel at a fixed time every day.
This is a flow that automatically posts to a Slack channel at a fixed time every day. You can freely customize the posting date and time, channel, and message content.
When information is added to any Notion database, notify Microsoft Teams.
- This is a flow that sends a notification to Teams when information is added to any Notion database.‍
When the survey form is submitted, store the information in Excel.
When a survey response is submitted to the Yoom form, this flow adds the information to any Excel file of your choice. You can centralize the form responses and data accumulation. The content of the form and the destination Excel file can be freely configured.
When posted to a Slack channel, add the content to a Google Spreadsheet.
This is a flow where content posted to a Slack channel is added to a Google Spreadsheet. It can be utilized for accumulating content from inquiry channels.
When information is added to any Notion database, also add the information to Google Sheets.
This is a flow where information is added to a Google Spreadsheet whenever information is added to any Notion database.
When you receive an email with an attached invoice, use AI-OCR to read the invoice and notify Slack.
When an email with an attached invoice is received, the invoice is read using AI-OCR. After the reading, the content is checked by a responsible person before being notified on Slack. By including a manual check by the responsible person, it is possible to ensure more accurate integration of invoice information. The items read by OCR, the Slack notification channel, and the notification content can be freely changed.
Register responses from Google Forms into a Notion database.
When a response is submitted through Google Forms, the content of that response is automatically registered in the Notion database. It can be used for various purposes such as surveys and inquiry forms.
When a new task is added to an Asana project, send a message to Teams.
Automatically send notifications to a specified Microsoft Teams channel when a new task is added in Asana. You can freely customize the notification content and the Microsoft Teams channel to which it is sent.‍
When a ticket is registered in Zendesk, add a card to Trello.
When a ticket is registered in Zendesk, a card is automatically added to a specified list in Trello. After adding the card to Trello, you can also notify any chat tool such as Slack or Chatwork by adding an operation.‍
Send a template email from Gmail using the lead detail page in Salesforce.
Send a template email from Gmail using a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set any attachments.‍
When a task is completed in Asana, send a completion email notification in Outlook.
When a task is completed in Asana, an email notification of the completion will be sent to the specified email address via Outlook. The content of the notification and the recipient's email address can be freely customized.‍
When an email is received, extract the sender information using AI operations and notify via Slack.
Extract the sender's information from the received email and notify it to Slack. The content of the notification, the destination Slack channel, and the format of the notification message can be freely customized.‍
When a page is created or updated in Notion, notify Slack.
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel. You can specify any Slack channel for the notifications.
Register a client from the Yoom database to freee
Register a new client in freee from the Yoom database.‍
Store contact information registered in Hubspot into the Notion database.
Automatically retrieve contact information registered in Hubspot and store it in a Notion database. The information to be retrieved includes name, email address, phone number, company name, job title, etc., and it is possible to automatically register this information in the Notion database.‍
Add new or updated GitHub issues to a Google Spreadsheet.
Automatically add new or updated GitHub issues to a Google Spreadsheet.
When a new task is added to an Asana project, add it to Notion.
When a new task is added in Asana, it will also be automatically added to Notion. This flow reduces the effort of adding tasks to multiple tools.‍
Specify a record from the Yoom database and send it to Slack.
Specify a particular record in the Yoom database and send that information to Slack. You can set any value from the record to be sent. The destination Slack channel can also be any channel of your choice.‍
Create a contract and send it via CloudSign.
Based on the information provided in the form, we will issue documents using a contract template and send those documents via CloudSign. By setting up an approval request and implementing a double-check, it is also possible to prevent errors in advance.‍
The system is activated at a fixed date and time each month, and the person in charge writes down the goals and informs the team of the content via Outlook email.
A flow that is activated at a fixed date and time each month to automate the dissemination of team goals. It combines automation and manual input by allowing the flow to start automatically while having the responsible person fill in the variable sections. The behavior when the flow bot is actually activated.
Register Google Form responses in the Yoom database.
When a response is submitted through Google Forms, the content of that response is automatically registered in any Yoom database. It can be used for various purposes such as surveys and inquiry forms.
When a new task is added to an Asana project, send a message to Slack.
When a new task is added to a specific project in Asana, the information is automatically sent to a designated channel in Slack. You can customize the destination channel and the message in Slack.
Register a new client in freee from the input form
Register a new client in freee using the information from the input form. You can also register account information and contact person details.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
When a new Issue is created on GitHub, add text to a page in Notion.
When a new issue is created on GitHub, the information is automatically retrieved and added to the Notion database. It is possible to automatically expand the data without accessing the database you want to add to.
When a lead is created or updated in Zoho CRM, notify Slack.
When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
When an application is submitted through the form, change the route according to the application content and notify different Slack channels.
When a response is submitted to the Yoom form, notifications are sent to separate chat rooms based on the content of the submission. It is possible to notify specific teams with information according to the form responses.
When there is a response to the survey in the form, add the response content to the Google Spreadsheet.
When a survey response is submitted to the Yoom form, the information is added to a Google Spreadsheet. This allows you to centralize form responses and data accumulation.
Issue a Google account from the Yoom database
When a new employee joins, a Google Workspace account is automatically created based on the employee information in the Yoom database.
Specify a record from the Yoom database and send it to Microsoft Teams.
Specify a record from the Yoom database and send a message to a Teams channel. The message to be sent can be customized with any value, and the destination Teams channel can also be specified.
Collect invoices through the input form and register transactions in freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
When a record is created in the Yoom database, send it to Microsoft Teams.
When a record is created in the Yoom database, a notification will be sent to the specified Microsoft Teams channel. You can specify any Teams channel as the notification destination.
Add a user from the Yoom database to a GitHub repository
Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.
When a new task is added to a specific section in Asana, add it as an issue in GitHub.
When a new task is added to a specific section in Asana, it will automatically be added as an issue in GitHub. You can freely customize the title, description, and labels.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
When a new contact is registered in HubSpot, register it in kintone.
When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.
Store the DocuSign certificate in the box
When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.
Send to Microsoft Teams when a record in the Yoom database is updated.
When a record in the Yoom database is updated, update information will be sent to the specified Teams channel. The information sent can include the updated record's ID, the record's values, and more.
When there is a form response, use ChatGPT to categorize the response type and add it to a Google Spreadsheet.
When a survey response is submitted to the Yoom form, ChatGPT is used to categorize the response types and add the information to a Google Spreadsheet. This allows for centralized classification and data accumulation based on the form responses.
Register tasks recorded in Notion to Google Calendar.
Automatically register task information from the Notion task management database as all-day events in Google Calendar. Only new tasks will be registered, and updated tasks will be excluded from this flow.
Specify a record from the Yoom database to add a task in Asana.
Specify a record in the Yoom database to add a task to Asana. You can freely customize the necessary information such as the task name, details, deadline, and assignee.‍
Get the latest YouTube channel report and add it to Google Sheets.
At the specified schedule, the previous day's channel report from YouTube is automatically retrieved and added to a Google Spreadsheet. This allows for effective management of the performance and statistics of the YouTube channel.
Send an email to each item on the list in Google Sheets.
Send emails at once to the addresses in the customer list within Google Sheets. By using a process that repeats the same operation, you can customize the company name and contact person for each customer when sending emails.
When a new deal is created in HubSpot, send a message in Slack.
When a new deal is created in HubSpot, a message is automatically sent to a specified Slack channel. The content of the message and the target Slack channel can be freely customized.
Activate the flow bot at the end of each month and notify Slack.
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Update freee account information with the input form content.
The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.
Notify Slack when a record is registered in the Yoom database.
When a new record is added to the Yoom database, that information will be sent to Slack. You can set any value from the record to be sent. The destination Slack channel can also be any channel you specify.
Send an email via Gmail when a new record is created in the Yoom database.
When a new record is created in the Yoom database, an email is automatically sent using Gmail. The recipient's address, sender's name, subject, and body can all be customized freely.
Automatically retrieve and notify ChatGPT's responses to posts on Slack.
Automatically retrieve ChatGPT's responses to posts on Slack and notify them on Slack.