Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Square
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.
Square
Google Forms
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.
Shopify
Square
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.
Sansan
Notion
Register business card information registered in Sansan to Notion.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
Microsoft Outlook
Zoho CRM
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.
Shopify
Salesforce
Register Shopify customer data as lead information in Salesforce.
# Translation Text This is a business workflow that automatically registers Shopify customer data into Salesforce lead information. It streamlines data management and effectively supports sales and marketing activities.
Salesforce
Google Sheets
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
HubSpot
Google Sheets
Record new contact information registered in HubSpot into a Google Spreadsheet.
The new contact information registered in HubSpot will be entered into a specified Google Spreadsheet. It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.‍
Dify
Gmail
Telegram
Receive inquiry emails in Gmail, create response content with Dify, and notify via Telegram.
When you receive an inquiry email in Gmail, this flow creates a response using Dify and notifies you on Telegram. By using this flow, you can improve the speed of customer support. Even if the generated response draft is incorrect, you can edit it before sending, so there is no risk of reduced response quality due to AI.
Dify
Gmail
Discord
Receive inquiry emails in Gmail, create response content with Dify, and notify on Discord.
When you receive an inquiry email in Gmail, this flow creates a response using Dify and notifies you on Discord. By using this flow, a draft response is automatically generated in Dify, reducing the effort needed to create a response from scratch. This is recommended for those who want to improve the quality and speed of their responses.
Dify
Gmail
Slack
Receive inquiry emails in Gmail, create response content with Dify, and notify in Slack.
When you receive an inquiry email in Gmail, this flow creates a response using Dify and notifies you on Slack. By using this flow, a draft response is automatically generated in Dify, reducing the effort of creating a response from scratch. It is recommended for those who want to improve the quality and speed of their responses.
Dify
Gmail
Microsoft Teams
Receive inquiry emails in Gmail, create response content with Dify, and notify in Microsoft Teams.
When you receive an inquiry email in Gmail, this flow creates a response using Dify and notifies Microsoft Teams. By using this flow, a draft response is automatically generated in Dify, reducing the effort of creating a response from scratch. It is recommended for those who want to improve the quality and speed of their responses.
Dify
Gmail
Google Chat
Receive inquiry emails in Gmail, create response content with Dify, and notify in Google Chat.
When you receive an inquiry email in Gmail, this flow creates a response using Dify and notifies you in Google Chat. By using this flow, a draft response is automatically generated in Dify, reducing the effort of creating a response from scratch. It is recommended for those who want to improve the quality and speed of their responses.
Wix
Slack
Receive a message on Wix and notify on Slack
When a message is received on Wix, this flow sends a notification to Slack. This allows for immediate team sharing and enables quick response to tasks.
Salesforce
Microsoft Outlook
Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images submitted through a form using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces workload and allows for smoother customer approach and follow-up.
Asana
Google Forms
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.
Notion
Google Forms
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.
Microsoft Excel
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.
Salesforce
Google Forms
Google Drive
Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.
The flow involves reading business card images submitted via Google Forms using OCR and registering them as contacts in Salesforce. This leads to a reduction in workload and faster information sharing, allowing for smoother customer approaches and follow-ups.
Salesforce
Microsoft Outlook
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending thank-you emails via Outlook. This reduces workload and allows for smoother customer approach and follow-up.
Salesforce
Microsoft Outlook
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
The flow involves reading business card images received in Outlook using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.
Salesforce
Gmail
Microsoft Outlook
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces the workload and allows for smoother customer approach and follow-up.
Salesforce
Gmail
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces the workload and allows for smoother customer approaches and follow-ups.
Salesforce
Gmail
Read business card images received in Gmail using OCR and register them as contacts in Salesforce.
The flow involves reading business card images received in Gmail using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.