Flowbot Templates
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When a file is added to OneDrive, attach the file in Outlook and notify.
This is a business workflow that automatically sends notifications via Outlook when files are added to OneDrive. Every time a file is added to OneDrive, an attachment is automatically sent through Outlook, eliminating the need for manual notification tasks.
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When a file is added to Dropbox, send an approval request to the person in charge and notify on Slack.
When a file is added to Dropbox, a request for approval is sent to the person in charge and a notification is sent to Slack. This flow allows for the automation of approval tasks starting from Dropbox, eliminating the need for manual request work and improving operational efficiency.
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When a document is signed in Docusign, store the document in OneDrive.
When a document is executed in Docusign, this flow downloads the certificate and stores it in OneDrive. This eliminates the need for manual certificate management and download tasks, as the certificate is automatically saved to OneDrive, making management easier.
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When a document is signed in Docusign, store the document in Dropbox.
When a document is executed in Docusign, this flow downloads the certificate and stores it in Dropbox. By automating the contract process and eliminating the manual effort of downloading and saving certificates, you can significantly improve operational efficiency.
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When a deal is won in HubSpot, register a task in Trello.
When a deal is closed in HubSpot, this flow registers a task in Trello. It allows you to automatically create tasks for standard operations based on the progress of the deal, eliminating the need to request or give instructions for each task. This reduces the effort of manual entry and facilitates smooth follow-up.
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When a deal is won in Airtable, register a task in Trello.
When a deal is closed in Airtable, a task is registered in Trello. This flow allows you to automatically convert routine tasks according to the progress of the deal, eliminating the need to request or give instructions each time. It saves the effort of manual entry and enables smooth follow-up.
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When a deal is updated in HubSpot, create a folder in Google Drive.
When a deal is updated in HubSpot, this flow creates a folder in Google Drive. By automatically creating a folder in Google Drive each time a deal is updated in HubSpot, the need for manual folder creation is eliminated, streamlining operations.
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When a deal is created in HubSpot, also create a client in freee Accounting.
When a new deal is created in HubSpot, this flow also creates a client in freee Accounting. By integrating HubSpot with freee Accounting, the process of registering client information is automated, contributing to the efficiency of sales activities and accounting operations.
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When a deal in HubSpot is updated to a specified stage, notify Slack.
When a deal in HubSpot is updated to a specified stage, this flow sends a notification to Slack. By using this flow, changes in deal stages are quickly shared, facilitating smooth collaboration within the team on Slack.
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When a database is created or updated in Notion, send a chat message via Slack integration.
When a specific database is created or updated in Notion, this flow automatically integrates with Slack to send a chat message. It automatically sends chat messages for tasks that are created or modified in Notion, helping to prevent task omissions and improve work efficiency.
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When a customer is registered on Shopify, add their information to HubSpot as well.
Whenever a new customer registers on Shopify, this workflow automatically adds the customer information to HubSpot. This eliminates the need for manual data entry, improving data consistency and operational efficiency.
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When a customer is created in Stripe, add a contact to Mailchimp.
When a customer is created in Stripe, this flow adds a contact to Mailchimp. Once a customer is created in Stripe, you can expect improved customer engagement and operational efficiency through real-time information updates and centralized data management.
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When a contract agreement is submitted via Google Forms, update the customer status in Notion.
The business workflow that automatically updates the customer status in Notion when a contract agreement is submitted via Google Forms. This prevents the hassle and errors of manual input, enabling efficient customer management.
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