Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Salesforce
Google Chat
Get Salesforce reports daily and notify on Google Chat
A flow that retrieves Salesforce reports daily and automatically notifies Google Chat. By regularly obtaining Salesforce reports and automatically notifying Google Chat, it streamlines information sharing within the team and supports quick decision-making in business operations.
Notion
Salesforce
When the status is updated in Notion, add information to Salesforce.
This is a business workflow that adds information to Salesforce when the status is updated in Notion. It eliminates manual input and duplicate information management, supporting efficient business operations.
Backlog
Salesforce
When the status is updated in Backlog, update the record in Salesforce as well.
In this flow, the progress of tasks in Backlog is reflected in real-time in Salesforce, which streamlines information sharing between teams and prevents missed responses and duplicate work. This enables the integration of project management and customer support.
Salesforce
Microsoft OneDrive
When the status is changed in Salesforce, save the file to OneDrive.
This is a flow that saves a file to OneDrive when the status is changed in Salesforce. It allows for centralized management of files in the cloud, enabling all team members to access the same information.
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
Dropbox
When the status is changed in Salesforce, save the file to Dropbox.
This is a flow that saves files to Dropbox when the status is changed in Salesforce. The person in charge is freed from the hassle of saving files and can quickly find the necessary files.
Salesforce
Box
When the status is changed in Salesforce, save the file to Box.
This is a flow that saves files to Box when the status is changed in Salesforce. It eliminates the hassle of saving files and allows you to quickly find the necessary files. Additionally, file version management is automated, ensuring you always have access to the latest files.
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.
Salesforce
GitHub
When the To Do in Salesforce is updated to Closed, reflect it in the GitHub Issue.
When a To Do is closed in Salesforce, the corresponding GitHub Issue is automatically updated as part of the business workflow. This eliminates the need for manual data entry and facilitates smooth information sharing between the sales and development teams.
Salesforce
Google Calendar
When the Salesforce opportunity stage reaches a specific status, create an event in Google Calendar.
A business workflow that automatically adds events to Google Calendar when the opportunity stage in Salesforce changes. This reduces the hassle of schedule management and streamlines sales activities.
Salesforce
Zoom
When the Salesforce opportunity stage reaches a certain phase, automatically schedule a Zoom meeting.
This is a business workflow that automatically schedules Zoom meetings when a Salesforce opportunity stage is reached. It reduces the burden on sales and supports prompt customer response.
Google Chat
Salesforce
When posted on Google Chat, register the record in Salesforce.
This is a flow that registers messages posted on Google Chat as records in Salesforce. It eliminates the manual effort of transferring Google Chat messages to Salesforce, significantly reducing time and improving operational efficiency.
Amazon Seller Central
Salesforce
When order information is created in Amazon Seller Central, add it to Salesforce.
When an order is placed on Amazon Seller Central, this business workflow automatically adds that information to Salesforce. By utilizing Yoom's API, AI, OCR, and RPA features, it reduces the effort and errors associated with data entry, supporting efficient order management.
Salesforce
Microsoft Teams
When opportunity information is updated in Salesforce, notify Microsoft Teams.
This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated. When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams. Feel free to change the target channel and message content as needed.‍