Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Microsoft OneDrive
Dynamics 365 Sales
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in OneDrive.
This is a flow that creates a folder for each client in OneDrive when a client is registered in Microsoft Dynamics365 Sales. It streamlines customer information management and facilitates smoother sales activities.
Dynamics 365 Sales
Google Drive
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Google Drive.
This is a flow that creates a folder for each account in Google Drive when an account is registered in Microsoft Dynamics365 Sales. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.
Dynamics 365 Sales
Dropbox
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Dropbox.
When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Dropbox. By using this flow, folders for each account can be automatically created, reducing the burden of administrative tasks.
Zendesk
Dynamics 365 Sales
When a ticket is created in Zendesk, register a lead in Microsoft Dynamics 365 Sales.
When a ticket is created in Zendesk, this flow registers a lead in Microsoft Dynamics 365 Sales. Lead information is automatically registered based on inquiry details, enabling timely approaches, which can improve deal closing rates and prevent the loss of sales opportunities.
Dynamics 365 Sales
Microsoft Excel
When a lead is registered in Microsoft Dynamics365 Sales, add it to Microsoft Excel.
This is a flow that adds a lead registered in Microsoft Dynamics 365 Sales to Microsoft Excel. By automating the data entry process, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.
Dynamics 365 Sales
Slack
When a lead is created in Microsoft Dynamics 365 Sales, notify Slack.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Slack. By eliminating the need to check each time, it improves the response speed to leads and maximizes sales opportunities.
Dynamics 365 Sales
Discord
When a lead is created in Microsoft Dynamics 365 Sales, notify Discord.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Discord. Once a lead is created, the lead information is automatically notified to Discord, enabling prompt responses that can enhance customer satisfaction, build good relationships, and potentially lead to acquiring repeat customers and new customers through word-of-mouth.
Dynamics 365 Sales
Microsoft Outlook
Notify a lead with a template email in Outlook using Microsoft Dynamics 365 Sales
This is a flow in Microsoft Dynamics 365 Sales that notifies a lead with a template email in Outlook. It allows for more efficient lead management by eliminating manual tasks, thereby securing time to focus on important sales activities.