Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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Sales & Customer Success
When a message is posted on Discord, generate a response using Gemini.
When a message is posted on Discord, Gemini automatically generates a reply as part of the business workflow. This enables more efficient communication and prompt responses.
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When a message is posted on Discord, generate a response using ChatGPT.
When a message is posted on Discord, ChatGPT automatically responds as part of a business workflow. This streamlines FAQ handling and reduces the burden on administrators.
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When a message is posted on Discord, generate a response using AI.
When a message is posted to Discord via Yoom's API integration, this workflow automatically generates a reply using AI. It helps improve support efficiency and reduces operational burden.
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Store the invoice in Box, read it with OCR, and add it to Microsoft Excel.
A flow that reads invoices stored in Box using OCR and adds them to Microsoft Excel. This reduces the workload on staff and prevents human errors. By speeding up information sharing and improving data accuracy, it facilitates smoother processing of accounts payable and expenses.
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Generate an invoice in Microsoft Excel from the contents of a Google Form and store it in Box.
This is a flow to generate invoices in Microsoft Excel from Google Form contents and store them in Box. It helps reduce working hours and improves the quality of billing operations and file management by preventing human errors.
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Issue invoices in Microsoft Excel from Google Form responses and send them via Outlook.
This is a flow for issuing invoices in Microsoft Excel from Google Form contents and sending them via Outlook. It enables the reduction of working hours, prevention of human errors, and shortening of lead time until sending, leading to improved quality of billing operations.
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Generate text using Dify based on information from Google Forms and automatically reply with Gmail.
This is a flow where Dify generates text based on information from Google Forms and automatically replies via Gmail. In this integration, Dify creates a temporary response to the form's received content, allowing the email to be sent automatically and facilitating smooth business operations.
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Generate text with Gemini based on information from Google Forms and automatically reply with Gmail.
Based on the information from Google Forms, this flow generates text with Gemini and automatically replies via Gmail. This flow allows for quick initial responses to inquiries, which can lead to improved customer satisfaction.
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Generate text using ChatGPT based on information from Google Forms and automatically reply with Gmail.
This is a flow where you generate text using ChatGPT based on information from Google Forms and automatically reply via Gmail. By utilizing this integration, you can create a temporary response using ChatGPT for the received content and automatically send a reply.
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Automatically create a folder in Google Drive and send a notification to Slack when a business card is registered in Sansan.
This is a flow where a folder is automatically created in Google Drive and a notification is sent to Slack when a business card is registered in Sansan. With this automation, the completion of a series of tasks is notified to team members on Slack, reducing the effort required for information dissemination.
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Automatically create a folder in Google Drive when registering a business card with Sansan
This is a flow for automatically creating a folder in Google Drive when a business card is registered in Sansan. By automatically creating a folder in Google Drive whenever a business card is registered, you can save the manual effort.
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Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
This is a flow to retrieve customer information from kintone at a specified date and time and send a template email via Gmail. Automating information retrieval and email sending can prevent errors in recipients and forgotten sends. It also enables consistent quality communication with customers.
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Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
At the specified date and time, customer information is retrieved from Notion, and a template email is sent via Gmail. By automating information retrieval and email sending, errors in recipient addresses and forgotten sends can be prevented. Additionally, consistent quality communication with customers is possible.
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Retrieve customer information from Google Sheets at the specified date and time, and send a template email via Gmail.
This is a flow where customer information is retrieved from Google Sheets at a specified date and time, and a template email is sent via Gmail. By automating information retrieval and email sending, you can prevent errors in recipients and missed sends. Additionally, consistent quality communication with customers is possible.
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Conduct an anti-social check with RISK EYES based on the responses submitted through Jotform, and notify the results via Yoom email.
This is a flow where the responses submitted on Jotform are used to conduct an anti-social forces check with RISK EYES, and the results are notified via Yoom email. By automating the anti-social forces check and email delivery, it is possible to streamline the manual work required each time.
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When you receive the contract by email, use OCR to read it, translate it with DeepL, and add it to Google Sheets.
When you receive a contract by email, use OCR to read it, translate it with DeepL, and add it to a Google Spreadsheet. By seamlessly handling everything from receiving the email to registering the contract, follow-ups can be conducted smoothly.
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Retrieve contract information from Google Sheets, translate it using DeepL, generate and send the contract, and save it to OneDrive.
Retrieve contract information from Google Sheets, translate it using DeepL, generate and send the contract, and save it to OneDrive. This automation reduces the working time of the person in charge and standardizes the contract management workflow.
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Once the form is answered, translate it using DeepL and send the contract.
When a response is submitted through the form, it is translated using DeepL and a contract is sent. This eliminates the need to manually translate and transcribe contract information, create contracts, and send emails, thereby reducing the workload of the person in charge. Additionally, it allows for smooth communication with clients due to improved work speed.
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When an email with a specific label arrives in Gmail, create a ticket in Zendesk.
When an email with a specific label arrives in Gmail, a ticket is created in Zendesk. This flow allows for reduced workload, faster information sharing, and prevention of human errors through automatic transcription and AI information extraction. As a result, you can focus more on solving complex problems and communicating with customers.
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Extract inquiries from HubSpot forms and automatically reply with Gmail
This is a flow for extracting inquiries from HubSpot forms and automatically replying via Gmail. An AI-generated initial response based on the form inquiry is automatically sent, reducing the workload of the person in charge and allowing more time to be allocated to other important tasks.
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Extract inquiries submitted through Google Forms and automatically reply via Gmail.
This is a flow where inquiries submitted through Google Forms are extracted and automatically replied to via Gmail. An initial response generated by AI based on the form inquiry is automatically sent, reducing the workload of the person in charge and allowing them to allocate more time to other important tasks.
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Extract Gmail inquiry content and set up automatic replies
This is a flow for extracting inquiry content from Gmail and setting up an automatic reply. An AI-generated initial response based on the inquiry email is automatically sent, reducing the workload for the person in charge and allowing them to allocate more time to other important tasks.
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When an inquiry is received via Google Forms, translate it using DeepL and notify on Slack.
When an inquiry is received via Google Forms, it is translated using DeepL and notified on Slack. This flow eliminates the need for manual work with DeepL, allowing you to efficiently check the translation results based on the Slack notification.
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Translate responses from Google Forms using DeepL and send them via Gmail.
This is a flow where responses from Google Forms are translated using DeepL and sent via Gmail. By sending the translation results in Japanese along with the original text from Gmail to the support staff, it facilitates smooth inquiry confirmation and enables quicker response handling.
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When a reservation is registered in STORES Reservation, register a lead in Microsoft Dynamics 365 Sales.
This is a flow where a lead is registered in Microsoft Dynamics365 Sales when a reservation is made in STORES Reservation. By quickly sharing the reservation information, sales representatives can follow up in a timely manner, which is expected to strengthen relationship building with customers.
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When a reservation is registered in STORES Reservation, register a lead in Zoho CRM.
When a reservation is registered in STORES Reservation, a lead is registered in Zoho CRM. By quickly sharing the information of the person who made the reservation, sales representatives can follow up in a timely manner after the reservation, which is expected to strengthen relationship building with customers.
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When a reservation is registered in STORES, register the person's information in Pipedrive.
This is a flow where when a reservation is registered in STORES, the person's information is registered in Pipedrive. By quickly sharing the information of the person who made the reservation, sales representatives can follow up in a timely manner after the reservation, which is expected to strengthen relationship building with customers.
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When a reservation is registered in STORES, register the contact information in Mazrica.
This is a flow where contact information is registered in Mazrica when a reservation is made in STORES Reservation. By promptly sharing the information of the person who made the reservation, sales representatives can follow up in a timely manner after the reservation, which is expected to strengthen relationship building with customers.
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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.
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When a ticket is created in Zendesk, register a lead in Zoho CRM.
When a ticket is created in Zendesk, this flow registers a lead in Zoho CRM. 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.
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When a ticket is created in Zendesk, register the person's information in Pipedrive.
When a ticket is created in Zendesk, this flow registers the person's information in Pipedrive. Based on the inquiry information, the lead's personal information is automatically registered, enabling timely approaches and potentially improving deal closing rates and preventing the loss of sales opportunities.
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When a ticket is created in Zendesk, register the contact information in Mazrica.
When a ticket is created in Zendesk, this flow registers the contact information in Mazrica. A new lead is automatically registered based on the inquiry information, enabling timely approaches, which can improve deal closing rates and prevent the loss of sales opportunities.
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Add user information submitted through Fillout to the SendGrid contact list.
This is a flow for adding user information submitted via Fillout to a SendGrid contact list. New contacts can be registered to the specified list without re-entering information, reducing workload, preventing human errors, and improving operational efficiency.
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Add user information submitted via Typeform to the contact list in SendGrid.
This is a flow for adding user information submitted via Typeform to a SendGrid contact list. New contacts can be registered to the specified list without re-entering information, reducing workload, preventing human errors, and improving operational efficiency.
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Add user information submitted via Jotform to the contact list in SendGrid.
This is a flow for adding user information submitted via Jotform to a contact list in SendGrid. New contacts are registered to the specified list without re-entering information, which reduces workload, prevents human errors, and leads to improved operational efficiency.
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When the status is updated in JUST.DB, send the invoice from the billing management robot.
When the status is updated in JUST.DB, this flow sends invoices from the billing management robot. In addition to reducing the workload of the person in charge by shortening working hours, it also prevents input errors and mistakes in the recipient, thereby improving the accuracy of billing operations.
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When an inquiry email arrives, register a task in Trello.
When an inquiry email is received, it is registered as a task in Trello. By automatically registering the information from the inquiry email as a task, it helps prevent overlooking inquiries, speeds up information sharing, and facilitates smooth follow-up.
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When a reservation is registered in STORES Reservation, register the lead in Hot Profile.
When a reservation is registered in STORES Reservation, this flow registers a lead in Hot Profile. By quickly sharing customer information, sales representatives can follow up in a timely manner after the reservation, which is expected to strengthen relationship building with customers.
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When a ticket is created in Zendesk, register the lead in Hot Profile.
When a ticket is created in Zendesk, this flow registers a lead in Hot Profile. Lead information is automatically registered based on the inquiry details, enabling timely approaches, which can improve deal closing rates and prevent the loss of sales opportunities.
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Add user information submitted through the Yoom form to the SendGrid contact list.
This is a flow for adding user information submitted through Yoom's form to a contact list in SendGrid. New contacts are registered to the specified list without re-entering information, reducing workload and preventing human errors, thereby improving operational efficiency.
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Register the lead in Hot Profile when it is submitted via Meta Ads (Facebook).
This is a flow for registering leads to Hot Profile when leads are submitted via Meta Ads (Facebook). Automating the registration of leads to Hot Profile reduces the burden of manual work and prevents human errors.
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Use the responses submitted through the Yoom form to create a ticket in Zendesk.
This is a flow for creating a ticket in Zendesk using the responses submitted through the Yoom form. The responses submitted through the form are reflected in the tickets in a timely manner, preventing the hassle of ticket creation and any omissions.
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When a deal is won with a hot profile, register the task in Backlog.
When a deal is closed with a hot profile, a task is registered in Backlog. Since the task registration in Backlog is seamless, it eliminates the need for manually checking hot profiles and transcribing them into Backlog.
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When a record is updated in Hot Profile, register a task in Trello.
When a record is updated in the hot profile, a task is registered in Trello. This flow allows you to register tasks in Trello based on the status of the hot profile, eliminating the need for cumbersome record checks and registration tasks in the hot profile.
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When the status is updated in Raku-Raku Sales, send an invoice from Invoice Management Robo.
When the status is updated in RakuRaku Sales, invoices are sent from Invoice Management Robo. This flow not only reduces the workload of the person in charge by shortening working hours but also prevents input errors and mistakes in the recipient, thereby improving the accuracy of billing operations.
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When the status is updated in Notion, the billing management robot will send the invoice.
When the status is updated in Notion, this flow sends an invoice from the billing management robot. By reducing the working time, it alleviates the workload of the person in charge and prevents input errors and incorrect recipients, thereby improving the accuracy of billing operations.
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When the status is updated in Airtable, send an invoice from the billing management robot.
When the status is updated in Airtable, this flow sends an invoice from the billing management robot. In addition to reducing the workload for the person in charge by shortening the working time, it also prevents input errors and incorrect recipients, thereby improving the accuracy of billing operations.
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Conduct an anti-social check using RISK EYES based on the responses provided in the form, and notify the results via Outlook.
The flow involves conducting an anti-social check with RISK EYES based on the responses provided in the form, and notifying the results via Outlook. By notifying the number of web articles in Outlook, it becomes possible to quickly verify whether a business partner is anti-social.
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Conduct an anti-social check using RISK EYES based on the responses provided in the form, and notify the results via Gmail.
The flow involves conducting an anti-social check using RISK EYES based on the responses provided in the form, and notifying the results via Gmail. By sending the anti-social check results to Gmail, sharing within the team becomes smoother, enabling quick decision-making for transactions.
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Read the business card image submitted through the input form using OCR and register it in Hot Profile.
This is a flow where a business card image submitted through an input form is read by OCR and registered in Hot Profile. Since the entry of business card information into Hot Profile can be done seamlessly, it is possible to streamline the management of business card data.
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If there is an inquiry through the form, create a response with Dify and notify on Slack.
When there is an inquiry through the form, a response is created using Dify and a notification is sent to Slack. Since Slack can receive both the response from Dify and the original inquiry, it allows for quick verification of the content.
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When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.
When deal information is registered in HubSpot, this flow creates an event in Google Calendar and sends a notification to Slack. It helps reduce the workload of sales representatives and improve data accuracy, while also facilitating the smooth sharing of schedules, leading to the establishment of a prompt support system.
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When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
This is a flow that updates the stage of a contact in HubSpot when a schedule is registered in TimeRex. With automatic synchronization, the entire sales team can always keep track of the latest deal status. Additionally, preventing human errors enhances the reliability of CRM data.
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From new opportunities in Salesforce, review articles with RISK EYES and send notifications via Slack.
This is a flow where new cases on Salesforce are reviewed with RISK EYES and notifications are sent via Slack. By automating risk investigation using RISK EYES and the notification of investigation results, it is possible to improve operational efficiency.
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When an email is received in LINE WORKS, create a reply suggestion using ChatGPT and notify LINE WORKS.
When an email is received in LINE WORKS, a reply draft is created using ChatGPT and notified in LINE WORKS. This flow contributes to faster response to inquiries, maintaining the quality of customer service, improving work efficiency, and reducing the burden on staff.
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kintone上の見積もりデータをSalesforceに登録する
kintone上の見積もりデータをSalesforceに登録するフローです。このフローを利用すると、情報転記作業を自動化できるため、作業効率が向上します。作業時間が短縮され、余った時間を他の業務に充てることができるので、生産性向上に寄与します。
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HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知する
HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知するフローです。このフローを利用すると、情報転記作業が自動化され、業務効率化につながります。お問い合わせの情報がチャットに通知されるため、対応速度向上にも寄与するでしょう。
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Gmailで受け取ったアンケート結果をSalesforceに格納する
Gmailで受け取ったアンケート結果をSalesforceに格納するフローです。このフローを利用すると、情報転記作業が不要になるため、業務効率化につながります。作業時間が短縮されるため、他の業務に時間を充てることができ、生産性向上につながります。
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Salesforce上の顧客情報を取得して、RPAを使ってGoogleフォームに自動送信する
Salesforce上の顧客情報を取得して、RPAを使ってGoogleフォームに自動送信するフローです。このフローを利用すると、情報転記作業が不要になるため、作業効率が向上します。余った時間で他の業務を進めることができるため、生産性向上に寄与します。
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Notify LINE WORKS when the opportunity stage in Salesforce is set to Closed Won.
This is a flow that sends a notification to LINE WORKS when the opportunity stage in Salesforce is set to "Closed Won".
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When a message is sent on Channel Talk, add the content to Airtable.
When a message is sent via Channel Talk, the content is added to Airtable in a flow. Since regular expressions can be set to any value, it is possible to automatically aggregate the necessary information. This eliminates the need for manual transcription work, allowing you to focus on customer support.
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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.
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Notify Chatwork when the opportunity stage in Salesforce is completed.
This is a flow that sends a notification to Chatwork when the opportunity stage in Salesforce is set to Closed Won.
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Notify Slack when the opportunity stage in Salesforce is set to Closed Won.
This is a flow that sends a notification to Slack when the opportunity stage in Salesforce is set to Closed Won.
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When the opportunity stage is changed in Salesforce, register the client in Money Forward Cloud Accounting.
This is a flow for registering a client in Money Forward Cloud Accounting when the opportunity stage is changed in Salesforce. By using this flow, the process of transcribing information is automated, improving operational efficiency. As the working time is reduced, you can focus on other tasks, contributing to increased productivity.
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When a message is sent in Channel Talk, add the content to Notion.
When a message is sent via Channel Talk, the content is added to Notion. The accumulated information can be organized and shared as an FAQ, which helps streamline operations in customer support.
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When a message is sent on Channel Talk, add the content to Google Docs.
When a message is sent via Channel Talk, the content is added to a Google Document. Even if the customer's representative changes suddenly, reviewing the summarized text allows for a quick response.
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When a ticket is created in Zendesk, compose a reply and send it.
When a ticket is created in Zendesk, a response is drafted and sent automatically. This allows the responsible personnel to save time on drafting responses and focus on other core tasks. By incorporating an approval process for the response within the flow, a record of who approved it and when is maintained, reducing the effort required for verification.
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Read the business card image attached to the Google Form using OCR and add a task to Backlog.
This flow involves reading a business card image attached to a Google Form using OCR and adding a task to Backlog. By using this flow, the need for manual data entry is eliminated, improving work efficiency. Automation reduces manual work, which also helps in minimizing human errors.
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Read the business card image attached to the Google Form using OCR and add a task to Asana.
This is a flow where a business card image attached to a Google Form is read by OCR and a task is added to Asana. By using this flow, the need for manual data entry is eliminated, improving work efficiency. Automation reduces manual work, which also helps in minimizing human errors.
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Read the business card image attached to Google Forms using OCR and add it to the Notion database.
This flow involves reading business card images attached to Google Forms using OCR and adding the data to a Notion database. By using this flow, the task of manually transferring information becomes unnecessary, thereby improving work efficiency. Automation reduces manual work, which also helps in minimizing human errors.
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Add the information approved in Jobcan Expense Management and Workflow to the sales data in RakuRaku Sales.
This is a flow for adding information approved in Jobcan Expense Management and Workflow to the sales data in RakuRaku Sales. It enables the reduction of workload and the rapid sharing of information, allowing for smooth follow-up. It can also be used for synchronizing information such as customers, orders, and invoices, in addition to sales.
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Extract information received in Outlook using AI and add it to the board.
This is a flow where information received in Outlook is extracted by AI and added to the board. It can reduce the burden on the person in charge, shorten working time, and prevent errors. Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
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Integrate the information booked in STORES Reservation into a custom object in Salesforce.
This is a flow that links the information reserved in STORES Reservation to a custom object in Salesforce. It eliminates the need to manually check STORES Reservation, ensures that the information in Salesforce is always up-to-date, and enables efficient customer management.
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Notify directly when a lead is registered via Meta Ads (Facebook).
When a lead is registered through Meta ads (Facebook), this flow notifies direct. By being freed from manual data entry tasks, sales representatives can focus on more core activities such as approaching leads and business negotiations. This allows for accurate and efficient lead management by eliminating concerns about data entry errors and information leaks.
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When a new video is posted on YouTube, tweet on X (Twitter).
This is a flow where a tweet is made on X (Twitter) when a new video is posted on YouTube. It eliminates the hassle of posting on X (Twitter), allowing you to focus on other core tasks.
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Notify directly when a lead is registered in Microsoft Dynamics365 Sales.
When a lead is registered in Microsoft Dynamics365 Sales, this flow sends a notification directly. By integrating both applications, you can eliminate the need for constant checking, thereby improving the response speed to leads and maximizing sales opportunities.
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Register contact information in Mazrica from the signature information of emails received in Outlook
This is a flow for registering contact information in Mazrica from the signature information of emails received in Outlook. By using this flow, the task of transferring information becomes unnecessary, leading to improved work efficiency. As the working time is shortened, it contributes to increased productivity.
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Register contact information in Mazrica from the signature information of emails received in Gmail.
This is a flow for registering contact information to Mazrica from the signature information of emails received in Gmail. By using this flow, the task of transferring information becomes unnecessary, leading to improved work efficiency. It reduces the time required for tasks, contributing to increased productivity.
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Register a lead in Zoho CRM from the signature information of the received email.
This is a flow for registering leads in Zoho CRM from the signature information of received emails. By using this flow, the task of transcribing information becomes unnecessary, leading to improved work efficiency. As the working time is shortened, it contributes to increased productivity.
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Register a lead in Zoho CRM from the signature information of an email received in Outlook.
This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.
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Register leads in Zoho CRM from signature information of emails received in Gmail
This is a flow for registering leads in Zoho CRM from signature information in emails received in Gmail. By using this flow, the task of transferring information becomes unnecessary, leading to improved work efficiency. As the working time is reduced, it contributes to increased productivity.
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When an account is registered in Zoho CRM, create a folder for each account in Microsoft SharePoint.
This is a flow that creates a folder for each account in Microsoft SharePoint when an account is registered in Zoho CRM. It helps prevent human errors and facilitates smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
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When an account is registered in Zoho CRM, create a folder for each account in Dropbox.
This is a flow for creating a folder in Dropbox for each account when an account is registered in Zoho CRM. It prevents forgetting to create or duplicate folders, allowing for smooth document management. By standardizing the folder naming conventions, it is possible to build a consistent document management system.
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When an account is registered in Zoho CRM, create a folder for each account in Box.
This is a flow to create a folder for each account in Box when an account is registered in Zoho CRM. It prevents forgetting to create or creating duplicates, allowing for smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
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When an account is registered in Zoho CRM, create a folder for each account in Google Drive.
This is a flow where a folder is created in Google Drive for each account when an account is registered in Zoho CRM. It prevents forgetting to create or duplicate creation, allowing for smooth document management. By standardizing folder naming conventions, it is possible to build a consistent document management system.
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When a message is received on Channel Talk, forward the content to a different group in the internal chat.
When a message is received on Channel Talk, it is forwarded to a different group in the internal chat. This flow helps improve information transparency. Since the messages are automatically forwarded, there is no need for manual transcription, contributing to increased work efficiency.
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When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Microsoft SharePoint.
When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Microsoft SharePoint. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.
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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.
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When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Box.
When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Box. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.
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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.
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When a client is registered in Mazrica, create a folder for each client in Microsoft SharePoint.
This is a flow where a folder for each client is created in Microsoft SharePoint when a client is registered in Mazrica. It reduces the burden on the person in charge, speeds up the organization and sharing of related documents, and leads to more efficient file management and sales activities.
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When a client is registered in Mazrica, create a folder for each client in Dropbox.
When a client is registered in Mazrica, a folder for each client is created in Dropbox. This flow reduces the burden on the person in charge and enables faster organization and sharing of related documents. Additionally, by unifying the data storage location, it leads to more efficient file management and sales activities.
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When a client is registered in Mazrica, create a folder for each client in Box.
When a client is registered in Mazrica, a folder for each client is created in Box. This flow reduces the burden on staff and enables quicker organization and sharing of related documents. Additionally, by unifying the data storage location, it leads to more efficient file management and sales activities.
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When a client is registered in Mazrica, create a folder for each client in Google Drive.
When a client is registered in Mazrica, a folder for each client is created in Google Drive. This flow reduces the burden on the person in charge, speeds up the organization and sharing of related documents, and leads to more efficient file management and sales activities.
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When an inquiry email arrives in Gmail, register a task in Trello.
When an inquiry email is received in Gmail, a task is registered in Trello. By automatically registering the information from the inquiry email as a task, it helps prevent overlooking inquiries, speeds up information sharing, and facilitates smooth follow-ups.
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Select a meeting participant from Notion and create a Zoom meeting URL.
This is a flow for selecting a meeting participant from Notion and creating a Zoom meeting URL. By using this flow, you can complete the meeting creation with just one click, reducing the workload. It also helps prevent transcription errors, thereby reducing the risk of setting the wrong time.
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Select a meeting participant from Salesforce and create a Zoom meeting URL.
This is a flow for selecting a meeting partner from Salesforce and creating a Zoom meeting URL. By using this flow, you can complete the meeting creation with a single click, which helps reduce the workload. It also prevents transcription errors, thereby reducing the risk of setting the wrong time.
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Select a meeting participant from HubSpot and create a Zoom meeting URL.
This is a flow for selecting a meeting participant from HubSpot and creating a Zoom meeting URL. By using this flow, you can complete the meeting creation with just one click, reducing your workload. It also prevents transcription errors, thereby reducing the risk of setting the wrong time.
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Select a meeting participant from Airtable and create a Zoom meeting URL.
This is a flow for selecting a meeting participant from Airtable and creating a Zoom meeting URL. By using this flow, you can complete the meeting setup with just one click, reducing the workload. It also helps prevent transcription errors, thereby reducing the risk of setting the wrong time.
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