Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Salesforce
Read business card data using OCR and store it in Salesforce.
When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.
Salesforce
Read business card data using OCR and register it as a contact in Salesforce.
When you submit business card data through the form, AI automatically reads the information from the business card and registers it as a contact in Salesforce. Additionally, the image of the business card is uploaded and linked to the record. You can also take a picture of the business card with a smartphone and upload it directly from your smartphone to the form.
Stripe
HubSpot
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.
DocuSign
Salesforce
Once the contract is completed in Docusign, add a record to Salesforce.
This is a business workflow that automatically integrates contract completion in Docusign with Salesforce. It eliminates manual input, maintains data consistency, and enhances the operational efficiency of the sales team.
Salesforce
Zoom
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.
Google Sheets
Apollo
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.
Microsoft Excel
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.
Square
LINE Official Account
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.
Pipedrive
Telegram
Notify on Telegram when a lead is registered in Pipedrive
When a lead is registered in Pipedrive, a notification is sent to Telegram. This flow allows the entire sales team to smoothly grasp lead information, enabling prompt responses and follow-ups, thereby improving operational efficiency.
WooCommerce
LINE Official Account
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.
Shopify
Discord
Notify on Discord when an order is placed on Shopify.
This is a flow that sends a notification to Discord when an order is placed on Shopify. In this flow, detailed information about the order is notified, allowing you to check the overview just by looking at the chat. By eliminating manual work, you can quickly start subsequent tasks, leading to increased productivity.
Zendesk
Discord
Notify on Discord when a ticket is created in Zendesk.
When a ticket is created in Zendesk, this flow sends a notification to Discord. This allows support staff to quickly become aware of the ticket's existence and respond promptly, enabling them to dedicate more time to customer support.
Zendesk
Microsoft Outlook
Notify in Outlook when a ticket is created in Zendesk
Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.‍
Dynamics 365 Sales
Microsoft Outlook
Notify a lead with a template email in Outlook using Microsoft Dynamics 365 Sales
This is a flow in Microsoft Dynamics 365 Sales that notifies a lead with a template email in Outlook. It allows for more efficient lead management by eliminating manual tasks, thereby securing time to focus on important sales activities.
Zoom
Telegram
Notify Zoom meeting information on Telegram daily
Here is a flow to automatically notify Zoom meeting information to Telegram daily. By using this flow, you can check scheduled Zoom meeting information on Telegram, helping to prevent any oversight of meetings. This is recommended for those who use Zoom and Telegram.
Salesforce
Workplace from Meta
Notify Workplace when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow notifies Workplace. By integrating Salesforce with Workplace, you can automatically notify Workplace of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency.
Salesforce
Talknote
Notify Talknote when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow sends a notification to Talknote. By integrating Salesforce with Talknote, registered opportunity information can be automatically notified to Talknote, eliminating any gaps or omissions in information management and improving operational efficiency.
Salesforce
Slack
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.
Zendesk
Slack
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.
Zendesk
Slack
Notify Slack when a ticket is updated in Zendesk.
This is a business workflow that sends notifications to Slack every time a ticket is updated in Zendesk. This allows the entire team to quickly stay informed of the latest updates, enabling prompt responses and efficient information sharing.
Zendesk
Slack
Notify Slack when a ticket is created in Zendesk.
When a new ticket is created in Zendesk, it is a flow that notifies Slack. By integrating Zendesk and Slack, you can customize the created tickets and automatically post them to Slack via messages, eliminating any gaps or omissions in information management.‍
Stripe
Slack
Notify Slack when a payment fails on Stripe
This is Yoom's business workflow that immediately notifies Slack when a payment fails on Stripe. This enables prompt response and improved business efficiency.
Slack
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.
Salesforce
Slack
Notify Slack when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow sends a notification to Slack. By automatically notifying Slack of the registered opportunity information, you can eliminate any gaps or omissions in information management, thereby improving operational efficiency.