Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
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Box
When an image file is uploaded to Box, convert it to ICO using an online tool and save it to another folder
Upload an image to Box, and this workflow uses RPA to operate an online conversion tool and automatically generate an ICO file. Eliminate the need to search for conversion tools manually or risk selection errors, so your team can focus on core work like content creation.
Box
Gmail
When a file is uploaded to Box, upload a file version and notify via Gmail
Automatically notify stakeholders via Gmail whenever a file is uploaded to Box and its version is updated. Eliminate manual replacements and missed notifications to streamline update workflows.
Box
Microsoft Outlook
When a file is uploaded to Box, upload a file version and notify Outlook
Automatically update file versions and send Outlook notifications when files are uploaded to Box. Prevent missed updates and communication errors, save time, and keep file management accurate.
Box
Zoho Mail
Send a notification to Zoho Mail when a file is uploaded to Box
Capture the moment a file is added to Box and automatically send a notification email through Zoho Mail. Eliminate manual email creation and recipient checks to prevent missed notifications and keep your team aligned.
Box
Zoho Mail
Send a notification in Zoho Mail when a file matching specific conditions is uploaded to Box
Automatically notify via Zoho Mail when files added to Box meet specific conditions. Eliminate manual checks and follow-ups, reduce missed or delayed notifications, and keep information sharing seamless.
Zoho CRM
Attach files uploaded to Box to contacts in Zoho CRM
Use uploads to Box to trigger OCR, extract content, and automatically attach it to the matching Zoho CRM contact. Reduce missed attachments and data entry errors while streamlining management and saving time.
Discord
Microsoft Excel
Add a row to Microsoft Excel when a specific message is sent in Discord
Trigger this flow when a message is posted in a specific Discord channel to automatically add it as a new row in Microsoft Excel. Reduce manual data entry and errors while keeping information organized.
Box
Twitter
Post to X (Twitter) when a file is uploaded to Box
Automatically post files and extracted text to X (Twitter) when they’re uploaded to Box. Reduce manual work and human error in preparing and publishing regular updates, accelerate information sharing, and streamline operations.
Box
Google Chat
Create a space in Google Chat when a file matching specific conditions is uploaded to Box
Automatically create a Google Chat space when a file is uploaded to Box. Prevent missed notifications and forgotten setups, streamline information sharing, and reduce response time.
Box
Slack
When a file is uploaded to Box, send a review request in Slack and remind reviewers after 3 days
Trigger a Slack review request when a file is added to Box, then automatically send a reminder a few days later. Reduce manual follow-ups and missed requests to keep file reviews moving smoothly.
Zoho CRM
Microsoft SharePoint
Save attachments to Microsoft SharePoint when a lead is created in Zoho CRM
Automatically save attachments to Microsoft SharePoint whenever a lead is created in Zoho CRM. Reduce manual file transfers and minimize the risk of missed or misplaced files.
Box
Convert files to PDF with RPA when they’re uploaded to Box
Automatically convert files uploaded to Box into PDFs and save them to a designated folder. Eliminate manual downloads and conversions, reduce processing time and errors, and streamline internal file sharing.
Chargebee
Slack
Notify Slack when a customer is created in Chargebee
Automatically notify Slack whenever a customer is created in Chargebee. Reduce manual outreach and missed notifications, share new customer information with your team faster, and improve response times and operational efficiency.
Zoho Mail
Box
When a file is uploaded to Box, convert it to PDF with RPA and send it via Zoho Mail
Automatically convert files uploaded to Box into PDFs and send them through Zoho Mail. Eliminate manual downloads, conversions, and sending to save time and prevent delivery errors.
Box
Stripe
When a file matching specific conditions is uploaded to Box, extract data with OCR and create a customer in Stripe
Use OCR to extract data from invoices and application forms uploaded to Box, then automatically create customers in Stripe. Reduce manual data entry and input errors, streamline reviews and approvals, and make daily registration tasks more efficient.
Jira Software
Microsoft Excel
Add a record to Microsoft Excel when an issue is created in Jira Software
This flow adds a record to your Microsoft Excel database whenever a new issue is created in a specific Jira Software project. By connecting Jira Software with Microsoft Excel, new issue details are automatically added to Microsoft Excel—helping you prevent gaps and oversights in information management.
Box
Printify
When a file is uploaded to Box, upload the image to Printify
Automatically send images uploaded to Box to Printify. Reduce manual entry time and upload errors while streamlining design management.
Box
Loops
When a file is uploaded to Box, run OCR and create a contact in Loops
Automatically extract data from business cards and documents uploaded to Box using OCR, then register it in Loops. Reduce manual work and data entry time while minimizing errors and missed registrations to keep customer data accurate.
Box
Salesforce
Use OCR to extract data when files matching specific conditions are uploaded to Box, then create records in Salesforce
Automatically extract data from invoices and application forms uploaded to Box using OCR, then register it in Salesforce. Reduce manual entry and transcription errors while saving time, improving data accuracy, and streamlining operations.
Google Sheets
Apps Script
Run a Google Apps Script when a row is updated in Google Sheets
Automatically run Google Apps Script via Yoom whenever a row is updated in Google Sheets. Eliminate manual triggers, missed executions, and delays to ensure fast, reliable post-update processing.
Gmail
Microsoft OneDrive
Save files received in Gmail to OneDrive
Automatically save email attachments to OneDrive when you receive Gmail messages with a specific label. Reduce manual errors like missed saves and streamline daily file management.
Box
Float
When a file is uploaded to Box, extract text with OCR and bulk add clients in Float
Use OCR to extract data from application forms uploaded to Box and register clients in Float. Eliminate manual data entry, reduce input errors, streamline customer information management, and set up the integration just once.
Box
MOCO
When a file is uploaded to Box, run OCR and create a contact in MOCO
When a business card file is added to Box, this flow extracts the information with OCR and automatically creates a contact in MOCO. Streamline business card management by reducing manual entry and errors while preventing missed registrations.
Google Drive
Convert files added to Google Drive to PDFs with an online tool
This flow automatically converts files placed in a specified Google Drive folder to PDFs via an online PDF conversion site and saves them with Yoom. Reduce manual uploads and downloads to save time and prevent errors.