Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Salesforce
Backlog
Add a task to Backlog when opportunity information is registered in Salesforce.
This is a flow that adds an issue to Backlog when new opportunity information is registered in Salesforce. The content of the task to be added to Backlog can be freely set.‍
Asana
Salesforce
Add a task to Asana when an opportunity is registered in Salesforce.
When new opportunity information is registered in Salesforce, this flow adds a task to Asana. The content of the task added to Asana can be freely set.‍
Asana
Microsoft Outlook
Add a task to Asana when an email is received in Outlook
This is a flow bot that adds a task to Asana when an email arrives in Outlook. Please use it for managing email response tasks in Asana. The flow bot activates when an email with a specific subject arrives in Outlook. You can freely change the subject settings and the information registered in Asana.
Google Sheets
Salesforce
Add a record to Salesforce when a row is added in Google Sheets.
This is a flow that adds a record to Salesforce when a row is added in Google Sheets. By referencing the registration details in Google Sheets, you can also register them in Salesforce, preventing manual errors and saving effort.
Salesforce
Add a record to Salesforce when a response is submitted in Tally.
In this workflow, it is possible to automatically add records to Salesforce when a response is submitted in Tally. This automation enables the sales team to respond more smoothly and allows for centralized management of customer information.
Notion
Google Forms
Add a record to Notion when there is a response to the Google Form.
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Google Sheets
Notion
Add a record to Notion when a row is added in Google Sheets.
In this workflow, simply adding a new row in Google Sheets automatically creates a corresponding record in Notion. This automation eliminates the need for manual data entry and dual management, ensuring consistency of information.
Discord
Notion
Add a record to Notion based on the content of a Discord post.
This is a business workflow that automatically adds Discord posts to Notion. It eliminates the need for manual transcription, centralizes communication, organizes information quickly, and supports improved team productivity.
Salesforce
Microsoft Excel
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
Salesforce
Google Sheets
Add a record to Google Sheets when an opportunity is registered in Salesforce.
When opportunity information is registered in Salesforce, this flow adds the opportunity information to a Google Spreadsheet. The content of the tasks added to the Google Spreadsheet can be freely customized.
Calendly
Google Sheets
Add a record to Google Sheets when an event is scheduled in Calendly.
This is a flow to add a record to a Google Spreadsheet when an appointment is registered in Calendly. By automatically adding the registration details from Calendly to the Google Spreadsheet, it eliminates the need for manual entry and leads to increased business efficiency.
Microsoft Outlook
HubSpot
Add a note to HubSpot based on the content of an Outlook email
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
Google Workspace
Add a new user to Google Workspace based on responses from Zoho Forms.
In this workflow, it is possible to add new users to Google Workspace based on responses from Zoho Forms. This eliminates the need for manual user addition and enables accurate user management.
Google Workspace
Add a new user to Google Workspace based on Typeform responses
In this workflow, it is possible to automatically add new users to Google Workspace based on Typeform responses. This automation reduces manual data entry and errors, enabling efficient user management.
Google Workspace
Add a new user to Google Workspace based on Jotform responses.
In this workflow, it is possible to automatically add new users to Google Workspace based on Jotform responses. This workflow ensures that information is seamlessly reflected in Google Workspace, simplifying administrative tasks.
Google Sheets
Add a new tab to the Google Spreadsheet at the beginning of each month.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
ChatPlus
SendGrid
Add a new contact to the SendGrid contact list when a chat is initiated in Chat Plus.
When a chat is initiated in Chat Plus, this flow adds a new contact to the SendGrid contact list. It enables labor-saving and real-time reflection of lead and customer information. This helps reduce human error and leads to quick and highly accurate follow-ups.
Salesforce
Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
HubSpot
Google Calendar
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
Slack
Wrike
Add a comment to a Wrike task when a post is made in a Slack channel.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
Salesforce
Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Google Calendar
Google Sheets
Slack
Add a Google Calendar event based on the responses from the reservation form and send a notification to Slack.
When a response is submitted to the Yoom form, an event is added to Google Calendar and a notification is sent to Slack. This flow allows for seamless automation from calendar addition to notification using only the form response.‍
Google Forms
Gmail
Google Sheets
Google Calendar
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.
Google Docs
Add Google Form responses to a Google Document
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.