Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
Category
Popular Templates
Asana
Pipedrive
Create a new lead in Pipedrive when a new task is added in Asana
Automatically create a lead in Pipedrive when a task is added to a specific Asana project. Eliminate manual data entry, reduce human error, accelerate sales outreach, save time, and improve data accuracy.
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.
Asana
Wrike
Create a task in Wrike when a specific new task is added to an Asana project
Automatically add tasks to Wrike when they’re added to a specific Asana project. Eliminate duplicate entry, prevent transcription errors and missed registrations, and streamline task management across both tools.
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.
Microsoft Outlook
Google Calendar
When an event is added to Google Calendar, send a bulk email to list members via Outlook
Trigger this flow when a new event is added to Google Calendar to send Outlook emails in bulk to recipients listed in Google Sheets. Reduce the effort of sending invitations while preventing missed emails and incorrect recipients.
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.
Dify
Microsoft Teams
When you receive an email, create a response in Dify and notify Microsoft Teams.
The workflow automatically generates a response with Dify upon receiving an email and notifies Microsoft Teams. This streamlines email handling and facilitates smooth information sharing within the team.
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.
Apollo
Stripe
Create a customer in Stripe when a contact is created in Apollo
Automatically create a customer in Stripe when a contact is added to Apollo. Reduce manual entry and data transfer errors, maintain data accuracy, align sales and billing, and prepare for recurring payments seamlessly.
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.
Apollo
Square
Register customer information in Square when a contact is created in Apollo
Automatically register customer information in Square whenever a contact is created in Apollo. Eliminate duplicate data entry, reduce input errors, and save sales time—all while improving the reliability of your customer data.
Discord
Mem.ai
When a specific post is made in Discord, OCR the attachment and create a note in Mem
Trigger this flow with posts in a specified Discord channel to extract text from attached images and PDFs using OCR, then automatically create Notes in Mem. Reduce manual transcription and prevent input errors to streamline knowledge capture.
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.
Gmail
Todoist
When you receive an email with specific conditions in Gmail, create a task in Todoist.
This is a business workflow that automatically creates tasks in Todoist when specific condition emails are received in Gmail via Yoom. This ensures that important emails are not missed and business management becomes smoother.
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.
Microsoft Excel
SerpApi
Regularly retrieve Microsoft Excel records, summarize Google Search results with SerpApi, and add them
On a schedule, search Microsoft Excel keywords with SerpApi, summarize the results with AI, and append them to your spreadsheet. Reduce manual research and data entry so you can focus on analysis.
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.
Slack
Apollo
Get notified in Slack when a contact is created in Apollo
Automatically notify a Slack channel when a new contact is created in Apollo. Reduce manual data entry, communication delays, and missed updates while enabling faster, smoother information sharing across your sales team and preventing knowledge silos.
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.
Amazon Seller Central
Telegram
Send a notification to Telegram when order information is created in Amazon Seller Central
Detect new orders in Amazon Seller Central and send notifications to Telegram. Avoid manual checks and missed notifications.
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.
Gmail
Telegram
Summarize new Gmail emails and notify Telegram
Automatically summarize specific incoming Gmail emails with AI in Yoom and send notifications to Telegram. Reduce manual data entry, prevent missed updates, and instantly share information with your entire team while minimizing human error.
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.
Amazon Seller Central
Close CRM
Create a lead in Close when a specific order is placed in Amazon Seller Central
Automatically create leads in Close when orders are placed in Amazon Seller Central. Eliminate manual data entry to prevent errors and delays.