Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Trello
Google Sheets
When the specified schedule arrives, retrieve tasks from Trello and add them to a Google Spreadsheet.
When the specified schedule is reached, this flow retrieves tasks from Backlog and adds them to a Google Spreadsheet. By consolidating Trello tasks into the Google Spreadsheet, you can view them in a list, which can improve work efficiency.
Backlog
Google Sheets
When the specified schedule arrives, retrieve tasks from Backlog and add them to a Google Spreadsheet.
When the specified schedule is reached, this flow retrieves tasks from Backlog and adds them to a Google Spreadsheet. By automating the addition to the Google Spreadsheet, it is possible to prevent manual transcription errors and omissions.
Notion
Google Sheets
When the specified schedule arrives, retrieve records from Notion and add them to Google Sheets.
When the specified schedule is reached, this flow retrieves records from Notion and adds them to Google Sheets. By automating the process of adding to Google Sheets, it is possible to prevent errors and omissions that can occur with manual input.
Twitter
Slack
When the specified schedule arrives, post on X (Twitter) and notify on Slack.
This is a business workflow that automatically posts to Twitter at a specified time and then sends a notification to Slack. It automates regular SNS postings and information sharing with the team, reducing effort.
Google Ads
HubSpot
When the specified schedule arrives, obtain the Google Ads report and integrate it with HubSpot to add a note to the contact.
When the specified schedule arrives, this flow retrieves the Google Ads report and integrates it with HubSpot to add a note to the contact. Since the entire process is completed automatically, it eliminates the need for manual work, leading to improved operational efficiency and reducing the risk of missing routine tasks.
HubSpot
Google Ads
When the specified schedule arrives, obtain the Google Ads campaign report and add a note to the contact in HubSpot.
At the specified schedule, this flow retrieves the Google Ads campaign report and adds a note to the contact in HubSpot. By sharing real-time information and strengthening team collaboration, effective business progress can be expected.
Notion
Microsoft Outlook
When the specified schedule arrives, create a page in Notion and send an email in Outlook.
When the specified schedule arrives, a new page is created in Notion, and an email with detailed content is sent via the integrated Outlook. The flow is activated according to the specified schedule, preventing omissions in routine tasks and reducing manual effort, thereby streamlining operations.
Google Calendar
Microsoft Excel
When the specified schedule arrives, add next week's Google Calendar events to Microsoft Excel.
This is a business workflow that automatically adds next week's schedule from Google Calendar to Microsoft Excel according to a specified schedule. It reduces manual input and facilitates smooth data organization and sharing.
Shopify
Notion
When the product information in Notion is updated, the product information in Shopify is also updated.
When product information in Notion is updated, the product information in Shopify is also updated. This flow maintains data consistency between the apps, preventing information discrepancies and human errors, and reducing management workload.
Shopify
Salesforce
When the order status in Shopify is canceled, update the status of the record in Salesforce.
This is a business workflow that automatically updates the status in Salesforce when an order is canceled in Shopify. It eliminates the need for manual updates, improving operational efficiency and data accuracy.
Salesforce
Microsoft Outlook
When the opportunity status in Salesforce changes to "Closed Won," automatically create a follow-up in the Outlook calendar.
When a Salesforce opportunity is converted to a deal, Yoom automatically creates a follow-up in the Outlook calendar. This workflow streamlines the sales process and prevents follow-up omissions.
Microsoft Excel
When the opportunity stage is updated in Salesforce, update the information in Microsoft Excel as well.
When the opportunity stage is updated in Salesforce, this business workflow automatically updates Microsoft Excel as well. This eliminates the need for manual input, maintaining data consistency and improving the operational efficiency of the sales team.
Salesforce
DocuSign
When the opportunity stage is updated in Salesforce, send the contract via Docusign.
This is a business workflow that automatically sends contracts via Docusign when the opportunity stage is updated in Salesforce. It reduces manual work and streamlines the contract process.
Salesforce
Microsoft Outlook
When the opportunity stage is updated in Salesforce, send a thank-you email to the person in charge from Outlook.
This is a business workflow that automatically sends a thank-you email from Outlook to the person in charge when the opportunity stage is updated in Salesforce. It eliminates the need for manual work and enables efficient communication.
Microsoft Excel
Salesforce
When the opportunity stage is updated in Salesforce, create a document in Microsoft Excel.
When the opportunity stage is updated in Salesforce, this business workflow automatically creates a document in Microsoft Excel. It eliminates manual tasks and improves the efficiency of the sales team while maintaining data consistency.
Salesforce
Telegram
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Telegram.
This is a flow that sends a notification to Telegram when the opportunity stage in Salesforce is marked as completed. It allows you to prompt necessary procedures after completion and prepare for the next opportunity. The content of the notification to Telegram can be freely configured.
Salesforce
Discord
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Discord.
This is a flow that sends a notification to Discord when the opportunity stage in Salesforce is marked as Closed Won. The notification content to Discord can be freely customized. It enhances information sharing within the sales team, allowing representatives to quickly share information without missing any Closed Won deals.
Salesforce
Microsoft Teams
When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
This is a flow that sends a notification to Microsoft Teams when the opportunity stage in Salesforce is set to Closed Won.
Salesforce
When the opportunity object in Salesforce is updated to a specified status, issue a quote and store it in One Drive.
The business workflow automatically creates a quote and saves it to One Drive when the Salesforce opportunity object is updated to a specific status. This reduces manual work and improves data management accuracy.
Salesforce
When the opportunity object in Salesforce is updated to a specified status, issue a quote and send it via Outlook.
When the opportunity status is updated in Salesforce, this business workflow automatically generates a quote and sends it via Outlook. This eliminates the hassle of creating quotes and sending emails, prevents errors, and enables prompt customer response.
Zoom
Slack
When the meeting on Zoom ends, transcribe the minutes and summarize them, then send a notification on Slack.
When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and notifies the transcription results to Slack. This reduces the workload for the person responsible for creating the minutes. Additionally, members who missed the meeting can review the information shared on Telegram, allowing them to understand the discussion and participate smoothly in the project.
Zoom
Telegram
When the meeting on Zoom ends, transcribe the minutes and summarize them, then notify on Telegram.
Once the meeting on Zoom ends, the content of the meeting is automatically transcribed and summarized, and the transcription results are notified to Telegram. This flow frees meeting participants from the hassle of creating minutes, allowing them to focus on reviewing the meeting content and the next actions.
Zoom
Google Chat
When the meeting on Zoom ends, transcribe the minutes and summarize them, then notify on Google Chat.
When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and notifies the transcription results to Google Chat. By eliminating the hassle of creating meeting minutes, participants can focus on reviewing the meeting content and the next actions, leading to improved business operations.
Zoom
Discord
When the meeting on Zoom ends, transcribe and summarize the minutes, then notify on Discord.
Once the meeting on Zoom ends, the content is automatically transcribed and summarized, and the transcription results are notified on Discord. This flow allows participants to focus on the discussion without needing to take notes.