Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Notion
Microsoft Outlook
Google Sheets
Create an invoice using information from the Notion database and send an email with Outlook.
This flow creates invoices using information from the Notion database and sends emails via Outlook. It automates a series of tasks related to invoicing, significantly reducing manual work and improving operational efficiency. Quick customer response leads to enhanced customer satisfaction.
Notion
Gmail
Google Sheets
Create an invoice using information from the Notion database and send an email via Gmail.
This flow creates invoices using information from the Notion database and sends emails via Gmail. By automating invoice-related tasks, this flow streamlines the workflow for the entire team. It also ensures the speedy completion of invoice dispatch, leading to improved customer satisfaction.
freee Accounting
Create an invoice in freee from the Yoom database
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
freee Invoice
Create an invoice in freee Invoices from the information received in Google Forms and send it via Gmail.
This is a business workflow that automatically creates invoices in freee from Google Form information and sends them via Gmail. By automatically reflecting the information from Google Forms in freee invoices and sending them through Gmail, it reduces manual processing time.
HubSpot
Microsoft Excel
Microsoft Outlook
Create an invoice from the contact page in HubSpot and send an email to Outlook.
Launch the Yoom Flowbot from the HubSpot contact page to create an invoice based on a Microsoft Excel template and send an email in Outlook. By launching the Flowbot from HubSpot and setting information such as billing items and amounts in specified locations, invoices are automatically generated. The invoice template can be used in any format. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for combinations such as checking the billing details once.‍
Microsoft Excel
HubSpot
Create an invoice from the HubSpot contact page using a Microsoft Excel template.
This is a flow for creating invoices based on a Microsoft Excel template from HubSpot's contact page. By launching the flow bot from HubSpot and setting information such as billing items and amounts in the specified locations, invoices are automatically generated. You can use any format for the invoice template. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for a review of the billing details.‍
Microsoft Excel
Microsoft Outlook
Create an invoice from a Microsoft Excel template and send it via Outlook.
This is a flow where an invoice is created from a Microsoft Excel template using information from a Yoom form and sent via Outlook. There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed just by responding to the form. This not only saves effort but also eliminates management errors such as input mistakes.
Google Calendar
Create an event in Google Calendar from the form information and send materials and links via email.
Automatically register events in Google Calendar based on form information and send documents or links via email as part of a business workflow. This reduces the hassle of scheduling and distributing materials, thereby improving business efficiency.
Google Calendar
Microsoft Outlook
Create an event in Google Calendar from the form information and send materials and links via Outlook.
Automatically create events in Google Calendar from form information and send documents or links via Outlook as part of a business workflow. This reduces effort and streamlines daily operations.
Google Calendar
Gmail
Create an event in Google Calendar from the form information and send materials and links via Gmail.
This is a business workflow that automatically adds events to Google Calendar based on form information and sends documents and links via Gmail. It enhances the efficiency of schedule management and information sharing.
Google Calendar
Notion
Create an event in Google Calendar based on the form responses and add it to Notion.
This is a workflow that automatically creates events in Google Calendar based on form responses and adds them to Notion. It saves time on manual input and prevents errors.
Google Calendar
Notion
Create an event in Google Calendar based on the form information and add it to Notion.
This flow creates an event in Google Calendar based on form information and adds it to Notion. It improves scheduling accuracy by preventing human errors and saves working time. Even with an increase in the number of events, it can flexibly respond without additional workload.
Discord
Google Calendar
Create an event in Google Calendar based on Discord posts.
This is a business workflow that automatically creates events in Google Calendar based on Discord posts. It utilizes Yoom's API integration, AI, OCR, and RPA features to reduce effort and streamline schedule management.
Discord
Google Calendar
Create an event in Google Calendar based on Discord posts and send an email.
The workflow automatically creates events in Google Calendar based on Discord posts and sends notifications via email. This helps prevent overlooking information and allows for efficient schedule management and event coordination.
Google Sheets
Zoho CRM
Create an account in Zoho CRM when a row is added in Google Sheets.
This is a flow to create an account in Zoho CRM when a row is added in Google Sheets. By automatically using the added content to create the account, manual work can be reduced. Additionally, reflecting the quoted content helps maintain the accuracy of the information.
GitHub
Microsoft Outlook
Create an Issue on GitHub when an email is received in Outlook
This is a business workflow that automatically creates an issue in GitHub based on emails received in Outlook. It eliminates the need for manual transcription, helps prevent missed responses, and improves task management efficiency.
Microsoft Teams
GitHub
Create an Issue in GitHub when a message with specific conditions is received in Microsoft Teams.
This is a business workflow that detects messages with specific conditions in Microsoft Teams and automatically creates an issue in GitHub. It eliminates manual input, streamlines task management, and supports project progress.
WordPress.org
Create a user in WordPress based on the content of Jotform.
This is a flow for creating users in WordPress based on the contents of Jotform. By using this flow, the information collected in Jotform can be automatically reflected in WordPress, which is expected to improve the efficiency of user management.
Zendesk
Microsoft Outlook
Create a ticket in Zendesk when a specific email is received in Outlook
This is a flow for creating a ticket in Zendesk when a specific email is received in Outlook. Automatic processing is performed based on conditions, allowing you to smoothly conduct sales activities and handle inquiries in Zendesk without frequently checking emails.
Zendesk
Gmail
Create a ticket in Zendesk when a specific email is received in Gmail
This is a flow for creating a ticket in Zendesk when a specific email is received in Gmail. Automatic processing is performed based on conditions, allowing you to smoothly carry out sales activities and handle inquiries on Zendesk without frequently checking your email.
Zendesk
Slack
Create a ticket in Zendesk based on the received email content and notify in Slack.
This is a business workflow that automatically creates tickets in Zendesk based on email content and notifies via Slack. It facilitates quicker response times and smooth information sharing within the team.
Zendesk
Microsoft Teams
Create a ticket in Zendesk based on the received email content and notify Microsoft Teams.
The workflow automatically converts received emails into tickets in Zendesk and notifies Microsoft Teams. This enhances the efficiency of inquiry management, speeds up information sharing, and prevents any oversight in responses.
Zendesk
Slack
Create a ticket in Zendesk based on the form content and notify Slack.
This is a business workflow that creates a ticket in Zendesk from form contents and notifies Slack. It helps prevent missed responses and supports the team's prompt action.
Zendesk
Microsoft Teams
Create a ticket in Zendesk based on the form content and notify Microsoft Teams.
The workflow automatically registers form contents in Zendesk and notifies Microsoft Teams. It simplifies inquiry management and supports the team's prompt response.