Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Popular Templates
Pipedrive
Discord
When a lead is registered in Pipedrive, notify Discord.
This is a flow that sends a notification to Discord when a lead is registered in Pipedrive. It allows the entire sales team to smoothly grasp lead information, enabling prompt responses and follow-ups, thereby strengthening collaboration among team members and aiming to improve the conversion rate.
Slack
Discord
Translate messages posted on Slack and post the translated version on Discord.
You can translate messages posted on Slack and post the translated version on Discord. By utilizing a common translation feature, you can exchange messages smoothly, enabling seamless communication.
Gmail
Discord
When a message is sent in a Discord channel, send an email to Gmail.
When a message is sent in a Discord channel, you can have an email sent to Gmail. This allows you to streamline your work by eliminating the need to check both the Gmail and Discord apps.
Asana
Google Sheets
Sync Asana task information with Google Sheets
It is a flow bot that synchronizes Asana task information with a spreadsheet, allowing you to manage Asana tasks on the spreadsheet. When tasks are added or updated in Asana, the information is automatically synchronized to the spreadsheet. Save the Asana task ID in the spreadsheet and use this task ID as a key to update tasks. Please create a table in the spreadsheet that includes the task ID for use.‍
Google Sheets
Microsoft Outlook
When a row is updated in Google Sheets, update the calendar event for the specified user in Outlook.
When a row is updated in Google Sheets, this flow updates the calendar event for a specified user in Outlook. By automatically editing the Outlook event triggered by the information update, it reduces manual work and saves time.
Notion
Microsoft Teams
Summarize the contents of the minutes registered in the Notion database and notify Microsoft Teams.
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies Microsoft Teams. It reduces the hassle of reviewing minutes, enabling more efficient information sharing and promoting swift decision-making.
Gmail
Zoom
When the form is answered, create a meeting on Zoom and send an email via Gmail.
When the form is answered, you can create a Zoom meeting and send an email via Gmail. Once the form is answered, a Zoom meeting can be automatically created and an email can be sent via Gmail to the relevant parties, thereby improving work efficiency.
Google Sheets
Microsoft Outlook
Send an email in Outlook when a row is updated in Google Sheets.
This is a flow that sends an email via Outlook when a row is updated in Google Sheets. By automatically notifying the person in charge when there is an update in Google Sheets, it reduces the effort of communication. It also prevents errors caused by manual input.
freee Accounting
Slack
Store the invoice received by email in the freee accounting file box and notify via Slack.
This is a flow to store invoices received by email in the freee accounting file box and notify Slack. By automatically storing invoices received by email in freee accounting and notifying Slack, it reduces manual processing and improves business efficiency.
Box
Store the invoice file in the box
The invoice files registered in the input form are automatically stored in the box. The storage location and file name settings can be freely customized.
Google Drive
Slack
Store the forms received by email in Google Drive and notify on Slack.
When an email with attached forms arrives, it integrates with Google Drive to store the files and then notifies via Slack. This flow automates the process from receiving the email to storing and chatting, reducing the effort of communication. It facilitates smooth information sharing among team members.
Gmail
Send an email via Gmail when a new record is created in the Yoom database.
When a new record is created in the Yoom database, an email is automatically sent using Gmail. The recipient's address, sender's name, subject, and body can all be customized freely.
HubSpot
Google Drive
When a deal is updated in HubSpot, create a folder in Google Drive.
When a deal is updated in HubSpot, this flow creates a folder in Google Drive. By automatically creating a folder in Google Drive each time a deal is updated in HubSpot, the need for manual folder creation is eliminated, streamlining operations.
Google Forms
Microsoft Excel
Register Google Form responses in Microsoft Excel
When a new response is submitted to a Google Form, this flow adds the response content to Microsoft Excel. Without having to manually check the Google Form responses, the response content is automatically registered in Microsoft Excel, ensuring smooth information integration and eliminating any gaps or omissions in information management.‍
Salesforce
Microsoft Excel
When Salesforce opportunity information is registered, add the information to Excel.
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce Opportunity object. When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet. Please prepare a sheet to manage opportunity information in Excel Online for use.‍
Microsoft Excel
Slack
Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Slack.
The flow involves reading PDF files (such as delivery notes and invoices) attached to the Yoom form using OCR, storing them in Microsoft Excel, and notifying via Slack. This process eliminates the need to manually store the information from the obtained PDF data into the Microsoft Excel database, as all steps are automatically performed just by attaching and sending the PDF file through the form.
HubSpot
Google Sheets
When a form is submitted to Hubspot, store it in Google Sheets.
When a form is submitted to Hubspot, this flow stores a record in the Google Sheets database. Since the form submission data is automatically and immediately reflected in Google Sheets, you can always keep track of the latest information.
DocuSign
Google Docs
Use the contents of the form to generate a PDF from the Google Docs employment contract template and send it via Docusign.
The content entered in the form is used to generate a PDF from a Google Docs employment contract template, which is then sent to the recipient via Docusign. The employment contract is automatically created and sent based on the information entered in the form, eliminating the need for manual creation.
HubSpot
Trello
When a form is submitted to Hubspot, create a card in Trello.
When a form is submitted to Hubspot, a new card is created in Trello. This flow allows for automatic card creation simultaneously with form submission, enabling quick response and efficient project management.
Notion
Read business card information using AI-OCR and add it to the Notion database.
This is a flow for reading business card information with AI-OCR and adding it to a Notion database. AI-OCR automatically reads the business card information, and the necessary information is added to the Notion database, eliminating the need for manual input and significantly improving work efficiency.
Shopify
Google Drive
Once product information is created in Shopify, create a folder in Google Drive.
Once product information is created in Shopify, a flow is set up to create a folder in Google Drive. This allows you to quickly find the necessary information and smoothly proceed with product page updates and marketing initiatives.
Google Ads
Google Sheets
Obtain the previous day's report from Google Ads every day and enter it into a spreadsheet.
A flow bot that automatically retrieves report information from Google Ads at a specified time each day and stores it in a spreadsheet. Use it to manage Google Ads information on a spreadsheet or to automate the creation of ad reports. The start timing can be set to any desired time.‍
Google Sheets
Salesforce
Add a record to Salesforce when a row is added in Google Sheets.
This is a flow that adds a record to Salesforce when a row is added in Google Sheets. By referencing the registration details in Google Sheets, you can also register them in Salesforce, preventing manual errors and saving effort.
GitHub
Add a user from the Yoom database to a GitHub repository
Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.