Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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Sales & Customer Success
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
This is a business workflow that automatically sends approval requests to Outlook when the opportunity status is updated in Salesforce. It reduces effort and errors, providing an environment where you can focus on sales activities.
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When lead information is updated in Salesforce, update the data in Google Sheets.
This is a business workflow that automatically updates Google Sheets when Salesforce lead information is updated. It eliminates the need for manual input, allowing the team to share the latest information and improve operational efficiency.
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When a customer is created in WooCommerce, create a lead in Zoho CRM.
When a new customer registers in WooCommerce, a lead is automatically created in Zoho CRM as part of the business workflow. This prevents the hassle and errors of manual entry and streamlines customer management.
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When a customer is created in WooCommerce, add them to Salesforce.
When a new customer registers in WooCommerce, this business workflow automatically adds them to Salesforce. It eliminates the hassle of manual entry and double management, streamlining customer management.
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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.
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Read the attachments submitted through the form using OCR and add them to Microsoft Excel.
The workflow automatically analyzes attachments received in the form using OCR and adds them to Microsoft Excel. This reduces manual workload and improves data accuracy.
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Create a contact in Freshsales based on the responses from Zoho Forms.
This is a business workflow that automatically creates contacts in Freshsales based on responses from Zoho Forms. It eliminates the need for manual entry, saving time and preventing input errors.
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When a contact is registered in Apollo, create a folder in Google Drive.
Whenever a new contact is registered in Apollo, a dedicated folder is automatically created in Google Drive. This allows for centralized management of documents, reduces the effort and errors associated with folder creation, and supports the efficiency and data organization of the sales team.
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Create a ticket in Zendesk based on Typeform responses
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
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When a response is submitted in Zoho Forms, add a tag to the contact in Intercom.
Automatically link responses from Zoho Forms to Intercom and add tags to contacts. This streamlines the organization of customer information and improves response efficiency.
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Create a contact in Intercom based on Tally's response.
This is a business workflow that automatically creates contacts in Intercom based on form responses collected in Tally. It streamlines customer information management by eliminating the need for manual data entry.
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When a response is submitted in Jotform, add a note to the contact in Intercom.
The workflow automatically adds a note to a contact in Intercom when a form response collected with Jotform is submitted. This centralizes customer management and enables prompt responses.
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Create a contact in Intercom based on Typeform responses
This is a business workflow that automatically integrates Typeform responses into Intercom to create new contacts. It reduces manual input and streamlines customer management and response efficiency.
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Create a contact in Intercom based on the responses from Google Forms.
The workflow automatically integrates data from Google Forms into Intercom to create new contacts. This eliminates manual data entry, improving the efficiency and accuracy of customer interactions.
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Create a contact in Intercom based on the form responses.
This is a business workflow that automatically creates contacts in Intercom based on form responses. By utilizing Yoom's API integration, it reduces manual input, ensuring data accuracy and enabling prompt customer service.
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Register customer information in Square based on Jotform responses.
This is a business workflow that automatically registers Jotform responses into Square. It eliminates manual entry, allows centralized management of customer information, and achieves quick response and operational efficiency.
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Register customer information in Square based on Typeform responses.
This is a business workflow that automatically registers Typeform responses into Square. It seamlessly integrates everything from form input to customer management, reducing the hassle and errors of data entry. It's ideal for efficient customer management.
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Register customer information in Square based on Google Form responses.
A business workflow that utilizes Yoom to automatically register Google Form responses into Square. By eliminating the need for manual input and maintaining data consistency, it enables efficient and accurate customer management.
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When lead information is added in Salesforce, notify via Telegram.
When lead information is added in Salesforce, this flow sends a notification to Telegram. By using this flow, an integrated notification is sent to Telegram each time lead information is added, enabling quicker information awareness.
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When a new customer is created in Stripe, register them in Salesforce as well.
When a new customer is created in Stripe, this flow registers them in Salesforce as well. By using this flow, the registration in Salesforce is automated whenever a new customer is created in Stripe, streamlining data entry tasks. This enables management with fewer errors.
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When a ticket is created in Zendesk, generate a response with Anthropic (Claude) and notify Microsoft Teams.
The business workflow automatically generates a response draft using Anthropic (Claude) when creating a ticket in Zendesk and notifies Microsoft Teams. It contributes to improving the efficiency of support operations and enhancing customer satisfaction.
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Create a ticket in Zendesk based on the received email content and notify Microsoft Teams.
The workflow automatically converts received emails into tickets in Zendesk and notifies Microsoft Teams. This enhances the efficiency of inquiry management, speeds up information sharing, and prevents any oversight in responses.
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Create a ticket in Zendesk based on the form content and notify Microsoft Teams.
The workflow automatically registers form contents in Zendesk and notifies Microsoft Teams. It simplifies inquiry management and supports the team's prompt response.
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When a ticket is created in Zendesk, generate a reply using AI and notify Microsoft Teams.
The workflow involves AI generating a response when a ticket is created in Zendesk and notifying Microsoft Teams. This allows for automation of tasks while enhancing the quality of customer support.
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Notify Microsoft Teams when a ticket in Zendesk reaches a specific status.
This is a business workflow that automatically sends notifications to Microsoft Teams when a Zendesk ticket is changed to a specific status. This enables real-time information sharing within the team, allowing for prompt responses.
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Create a ticket in Zendesk based on the received email content and notify in Slack.
This is a business workflow that automatically creates tickets in Zendesk based on email content and notifies via Slack. It facilitates quicker response times and smooth information sharing within the team.
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Create a ticket in Zendesk based on the form content and notify Slack.
This is a business workflow that creates a ticket in Zendesk from form contents and notifies Slack. It helps prevent missed responses and supports the team's prompt action.
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When a ticket is created in Zendesk, generate a reply using AI and notify Slack.
When a ticket is created in Zendesk, AI automatically generates a draft response and notifies Slack. This ensures quick and consistent responses, helping to improve the productivity of the support team.
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Notify Slack when a ticket reaches a specific status in Zendesk.
When a Zendesk ticket is changed to a specific status, this workflow automatically sends a notification to Slack. It facilitates smooth information sharing within the team and helps in prompt responses and error prevention.
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When order information is created on Amazon, create an invoice and upload it to Baserow.
When order information is created on Amazon, Yoom automatically generates a PDF and uploads it to Baserow as part of the business workflow. This reduces manual work and improves operational efficiency and accuracy.
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When order information is created on Amazon, create an invoice and upload it to Knack.
When order information is created on Amazon, this business workflow generates a PDF and uploads it to Knack. By utilizing Yoom, order processing automation and centralized data management are achieved.
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When order information is created on Amazon, create an invoice and save it to DropBox.
When an order is created on Amazon, Yoom's operational workflow automatically generates a PDF and saves it to Dropbox. This improves operational efficiency and simplifies data management.
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When an order is created on Amazon, create an invoice and save it to OneDrive.
When a new order is placed on Amazon, Yoom's business workflow automatically creates a PDF quotation and saves it to OneDrive. This reduces manual work and enables quick and accurate quotation creation.
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When order information is created on Amazon, generate an invoice and send it to Discord.
When an order is placed on Amazon, this workflow automatically creates a PDF and sends it to Discord. It streamlines order management and information sharing within the team.
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When order information is created on Amazon, generate an invoice and send it to Slack.
Automatically create Amazon order information as a PDF quotation in Yoom's workflow and send it to Slack. This eliminates the complexity of manual work, improving operational efficiency and information sharing.
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When an account object is registered in Salesforce, issue a contract and add it to Microsoft Excel.
This is a business workflow that automatically issues a contract and adds it to Microsoft Excel when an account is registered in Salesforce. It reduces manual work and improves operational efficiency.
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Generate a contract from Salesforce account information and store it in Notion.
This is a business workflow that automatically generates contracts from Salesforce account information and saves them in Notion. It reduces the hassle of manual input and document management, achieving efficient information management.
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Issue a contract from Salesforce account information and store it in One Drive.
This is a business workflow that automatically generates contracts using Salesforce account information and saves them to One Drive. This reduces the effort of document management and prevents errors.
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When an account object is registered in Salesforce, issue a contract and store it in Box.
When you register an account in Salesforce, a contract is automatically created and saved in Box. This helps reduce manual work, streamline management, and prevent errors.
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When an account object is registered in Salesforce, issue a contract and notify via Telegram.
When a new account is registered in Salesforce, this business workflow automatically creates a contract and sends a notification via Telegram. This eliminates the need for manual document creation and communication tasks, improving operational efficiency and preventing errors.
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Generate a contract from Salesforce account information and notify Microsoft Teams.
Automatically generate contracts from Salesforce account information and notify via Microsoft Teams as part of a business workflow. This streamlines contract creation and information sharing, reducing working hours.
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Notify Gmail when a ticket is updated in Zendesk
When a ticket is updated in Zendesk, this business workflow sends a notification to Gmail. It ensures that no changes to the ticket are missed, enabling prompt responses and efficient information sharing.
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When a specific status is updated in kintone, create a contract and send it via Outlook.
When the status is updated in kintone, this business workflow automatically creates a contract and sends it via Outlook. It reduces effort and enhances work efficiency and accuracy.
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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.
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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.
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Generate a quote from Salesforce opportunity information and store it in Box.
This is a business workflow that automatically generates a quotation based on Salesforce opportunity information and saves it to Box. This reduces the effort required to create quotations, allowing the sales team to focus on their core activities.
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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.
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Issue a quote from Salesforce opportunity information and send it via Gmail.
This is a business workflow that automatically creates a quotation from Salesforce opportunity information and sends it via Gmail. It reduces manual work, improves accuracy, and supports the efficiency of the sales team.
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When an opportunity object is registered in Salesforce, issue a quote and send it to Discord.
When an opportunity is registered in Salesforce, this business workflow automatically creates a quote and sends it to Discord. It helps reduce manual work and supports quick and accurate information sharing.
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When lead information is registered in Salesforce, notify Google Chat.
This is a business workflow that automatically notifies Google Chat when a lead is registered in Salesforce. It enables rapid information sharing and eliminates the hassle of manual notifications, thereby improving operational efficiency.
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When a ticket is created in Zendesk, notify via Telegram.
This is a business workflow that sends notifications to Telegram when a new ticket is created in Zendesk. It helps improve customer satisfaction by quickly understanding the status of responses and preventing delays.
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When a quote is accepted in Wix, update the file name in Google Drive.
When a quote is accepted in Wix, this business workflow automatically updates the file name in Google Drive. This eliminates the need for manual management, enabling efficient and accurate data organization.
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When a quote is accepted in Wix, update the file name in Box.
When a quote is accepted in Wix, the names of the related files in Box are automatically updated as part of the business workflow. This reduces manual work and improves operational efficiency.
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When a form is submitted on Wix, update the profile in Klaviyo.
This is a business workflow that automatically updates Klaviyo profiles upon form submission in Wix. It reduces the effort and errors associated with manual input, enabling efficient customer management.
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When a form is submitted on Wix, update the contact information in Mailchimp.
A business workflow that automatically updates Mailchimp when a form is submitted on Wix. Save time and efficiently manage the latest customer information.
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When a quote is sent in Wix, update the lead status in Salesforce.
When a quote is sent via Wix, the lead status in Salesforce is automatically updated. This business workflow reduces manual input, improves data consistency, and enhances sales efficiency.
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When a quote is submitted on Wix, update the Google Spreadsheet.
When a quote is sent via Wix, this business workflow automatically updates a Google Spreadsheet. It reduces the hassle and errors of manual input, allowing for more efficient data management.
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When a ticket is created in Zendesk, create a folder in Dropbox.
When a ticket is created in Zendesk, this business workflow automatically generates a folder in Dropbox. This makes it easier to manage and share documents, reducing the need to manually create folders and organize files.
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Create a contact in Apollo when a response is submitted through Google Forms.
This is a business workflow that automatically links Google Form responses to Apollo. It reduces the hassle and errors of manual input, achieving efficient lead management and accurate data management.
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When a HubSpot form is submitted, update a Thing in Bubble.
This is a business workflow that automatically updates a Bubble Thing upon form submission in HubSpot. It reduces manual input and supports efficient data management.
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When a contact is created in Apollo, notify on Discord.
This is a business workflow that utilizes Yoom to automatically notify Discord when a new contact is created in Apollo. It eliminates the hassle of manual notifications and facilitates smooth information sharing across the entire team.
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When a HubSpot form is submitted, update the Google Spreadsheet.
This is a business workflow that automatically updates a Google Spreadsheet upon form submission in HubSpot. It eliminates the need for manual data entry, improving data management efficiency and preventing errors.
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Once an account is created in Apollo, add it to Microsoft Excel.
This is a business workflow that automatically adds new account creations in Apollo to Microsoft Excel. It eliminates the need for manual input, ensuring data consistency and reducing the burden of administrative tasks.
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When a lead is registered in Pipedrive, add it to Microsoft Excel.
This is a business workflow that automatically adds new leads registered in Pipedrive to Microsoft Excel using Yoom. It eliminates manual data entry and errors, enhancing sales efficiency.
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Notify Slack when a contact is updated in Apollo
This is a business workflow that utilizes Yoom to automatically notify Slack when a contact is updated in Apollo. It enables the entire team to quickly share the latest information, supporting prompt responses and decision-making.
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When a contact is registered in Apollo, create a folder in Box.
When a new contact is registered in Apollo, a folder is automatically created in Box as part of the business workflow. This eliminates the need for manual folder creation, streamlining data organization and access.
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Regularly add Intercom article data to Notion.
This is a business workflow that automatically adds Intercom article data to Notion on a regular basis. It eliminates the hassle of manual transfer and supports efficient information management.
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Register inquiries from LINE into Salesforce.
This is a business workflow that automatically registers inquiries from LINE into Salesforce using Yoom. It eliminates the hassle of manual data entry, streamlines data management, and enables prompt customer response.
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Once an account is created in Apollo, add it to the Google Spreadsheet.
When an account is created in Apollo, this workflow automatically adds it to a Google Spreadsheet. It eliminates manual data entry, supports centralized data management, and improves operational efficiency.
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Notify via LINE once the payment is completed with Square.
Square and LINE are integrated to automatically send LINE notifications upon payment completion in this business workflow. This allows for immediate sharing of sales information, enhancing the efficiency of store operations and customer service. It reduces the need for manual verification tasks and streamlines the workflow.
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Notify on LINE when a customer is created in WooCommerce.
This is a business workflow that automatically sends notifications to LINE when a new customer registers on WooCommerce. This allows you to keep track of customer information in real-time and reduce manual tasks.
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When an opportunity stage is updated in Salesforce, create a folder in Microsoft SharePoint.
A business workflow that automatically creates a folder in Microsoft SharePoint when the opportunity stage is changed in Salesforce. This reduces manual effort and errors, streamlining operations.
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When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.
When a lead is registered in Salesforce, this business workflow automatically creates a folder in Microsoft SharePoint. It centralizes information management and reduces the burden of manual tasks.
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When a contact is added to a segment in Wix, register the customer information in Square.
This is a business workflow that automatically registers new customers added to a segment in Wix to Square. It eliminates the need for manual input, allowing for smooth customer management.
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When a post is made to a channel in Microsoft Teams, create a ticket in Zendesk.
This is a business workflow that automatically converts channel posts in Microsoft Teams into tickets in Zendesk. This allows for efficient information sharing and customer support.
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When a customer is created in Square, register them in Shopify.
This is a business workflow that automatically registers new customers added in Square to Shopify. It eliminates the hassle of manual management and enables efficient customer management.
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Register customer information created in Shopify to Square.
The workflow automatically registers customer information created in Shopify into Square. By eliminating the hassle of double entry and centrally managing data from both online and physical stores, efficient customer service becomes possible.
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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.
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When a record is registered in Salesforce, create a post in WordPress.
When a record is registered in Salesforce, this is a business workflow that automatically creates a WordPress post using Yoom. This eliminates the need for manual input and allows the latest sales data to be reflected on the website quickly and consistently.
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Create a deal in HubSpot when a Stripe subscription ends.
This is a business workflow that automatically creates a deal in HubSpot when a Stripe subscription ends. It streamlines follow-ups and re-contracting with canceled customers, supporting sales activities.
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Detect a payment failure in Stripe and create a task in HubSpot.
This is a business workflow that automatically creates a task in HubSpot when a payment failure is detected in Stripe. This enables prompt response, supporting improved operational efficiency and customer satisfaction.
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Once the payment is completed on Stripe, create a contact in HubSpot.
When a payment is completed with Stripe, a contact is automatically created in HubSpot through Yoom's business workflow. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
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Sync files uploaded to Salesforce with OneDrive
This is a business workflow where files uploaded to Salesforce are automatically synced to OneDrive. It saves effort and streamlines file management for the team.
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When a Trello card is updated, create an opportunity record in Salesforce.
This is a business workflow that automatically creates an opportunity record in Salesforce when a Trello card is updated. This eliminates manual entry and duplicate information management, improving the efficiency of sales activities and enhancing team collaboration.
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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.
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When customer data is registered in kintone, reflect it in Shopify.
When customer information is registered in kintone, it is automatically reflected in Shopify as part of the business workflow. This prevents manual input and double management, supporting efficient customer data operation.
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Notify Microsoft Teams when a ticket is updated in Zendesk.
This is a business workflow that automatically notifies Microsoft Teams of Zendesk ticket updates. By integrating with Yoom's API, information sharing is streamlined, enabling prompt support responses.
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Archive the contact in Mailchimp when the lead status in Salesforce is updated.
A business workflow that automatically archives Mailchimp contacts when the lead status is updated in Salesforce. This reduces effort while maintaining data consistency.
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Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
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Create and send a reply to an email received in Outlook using ChatGPT.
This is a workflow for email responses that integrates Outlook with ChatGPT. It allows for quick and appropriate handling of large volumes of emails, improving work efficiency and response quality.
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Register the activity history in Salesforce customer data when a Mailchimp campaign is opened.
When an email sent via Mailchimp is opened, the activity history is automatically recorded in the customer data in Salesforce. This eliminates the need for manual input and streamlines the collaboration between marketing and sales.
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Reflect the unsubscribe status from Mailchimp in the Salesforce lead status.
This is a business workflow that automatically reflects unsubscribes from Mailchimp in the lead status in Salesforce. It reduces the effort and errors associated with manual updates and helps maintain up-to-date customer information.
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When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
When a new contact is added in Mailchimp, it is automatically registered as a lead in Salesforce. This workflow eliminates the need for manual entry and facilitates smooth collaboration between marketing and sales.
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Check the participants of the Zoom webinar and register the unregistered information as leads in Salesforce.
This is a business workflow that automatically registers participant information from Zoom webinars as leads in Salesforce. It eliminates manual data entry, enhances lead management accuracy, and streamlines marketing and sales activities.
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Once the Zoom webinar is over, register the participant information as leads in Salesforce.
This is a business workflow that automatically registers participant information as leads in Salesforce after a Zoom webinar ends. It eliminates the need for manual input and enables efficient lead management.
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When a new record is added to the custom object, post to X (Twitter)
This is a business workflow that automatically posts to X (Twitter) when a new record is added to a custom object in Salesforce. It notifies followers of new data in real-time, facilitating smooth information sharing while reducing manual workload.
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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.
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Automatically register business card images attached to Gmail to Sansan by analyzing them with OCR.
The workflow automatically registers business card images received in Gmail to Sansan using OCR analysis. This eliminates manual input, improving the efficiency of business card management and enhancing data accuracy.
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When a contact is added to HubSpot, register the customer in Stripe.
When a new contact is added to HubSpot, it is automatically registered as a customer in Stripe. This eliminates manual input and duplicate information management, allowing the sales team to efficiently focus on customer engagement.
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Add lead information registered in Salesforce to Notion.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
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