Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Salesforce
Google Drive
When the status is changed in Salesforce, save the file to Google Drive.
This is a flow that saves a file to Google Drive when the status is changed in Salesforce. This allows the person in charge to be freed from the hassle of saving files and to focus on more important tasks such as customer service and sales activities. Additionally, file management is streamlined, enabling quick retrieval of necessary files.
Salesforce
Google Drive
Gmail
When a file is uploaded to Salesforce, upload it to Google Drive and send the file via Gmail.
When a file is uploaded in Salesforce, it is uploaded to Google Drive and sent via Gmail. By integrating Salesforce, Google Drive, and Gmail, you can automate file sharing and streamline business processes.
Salesforce
Google Drive
When a file is uploaded in Salesforce, save it to Google Drive.
Once a file is uploaded to Salesforce, this business workflow automatically saves it to Google Drive. It reduces manual transfers, supports efficient file management, and centralizes data management.
Google Drive
Salesforce
Create a folder in Google Drive when an account is registered in Salesforce.
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce. By automating folder creation, the time previously spent on manual tasks can be allocated to other activities, leading to improved productivity for the entire team.
Google Drive
Salesforce
Add files to Google Drive using form responses and register leads in Salesforce.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.