Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Salesforce
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.
Salesforce
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.
Salesforce
Extract the email signature information using AI and register it as a lead in Salesforce.
This is a flow bot that extracts information such as names and email addresses from the signature information of received emails using AI and registers them in the lead object of Salesforce. When an email is sent to the email address created with Yoom, the flow bot is activated, so please forward emails from Gmail or Outlook to the Yoom email address or add the Yoom email address to CC, etc., for use.‍
Gmail
Google Forms
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.
Gmail
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.
Stripe
HubSpot
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.
ChatGPT
Microsoft Outlook
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.
Notion
Google Sheets
Create an invoice using information from the Notion database and send it via email.
This is a flow for creating invoices and sending emails using information from a Notion database. By generating documents from the referenced information, this flow avoids human errors caused by manual work and maintains the accuracy of the information. It enables quick and accurate issuance of documents, leading to improved customer satisfaction.
Notion
Microsoft Outlook
Google Sheets
Create an invoice using information from the Notion database and send an email with Outlook.
This flow creates invoices using information from the Notion database and sends emails via Outlook. It automates a series of tasks related to invoicing, significantly reducing manual work and improving operational efficiency. Quick customer response leads to enhanced customer satisfaction.
Notion
Gmail
Google Sheets
Create an invoice using information from the Notion database and send an email via Gmail.
This flow creates invoices using information from the Notion database and sends emails via Gmail. By automating invoice-related tasks, this flow streamlines the workflow for the entire team. It also ensures the speedy completion of invoice dispatch, leading to improved customer satisfaction.
HubSpot
Microsoft Excel
Microsoft Outlook
Create an invoice from the contact page in HubSpot and send an email to Outlook.
Launch the Yoom Flowbot from the HubSpot contact page to create an invoice based on a Microsoft Excel template and send an email in Outlook. By launching the Flowbot from HubSpot and setting information such as billing items and amounts in specified locations, invoices are automatically generated. The invoice template can be used in any format. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for combinations such as checking the billing details once.‍
Zendesk
Microsoft Outlook
Create a ticket in Zendesk when a specific email is received in Outlook
This is a flow for creating a ticket in Zendesk when a specific email is received in Outlook. Automatic processing is performed based on conditions, allowing you to smoothly conduct sales activities and handle inquiries in Zendesk without frequently checking emails.
Zendesk
Gmail
Create a ticket in Zendesk when a specific email is received in Gmail
This is a flow for creating a ticket in Zendesk when a specific email is received in Gmail. Automatic processing is performed based on conditions, allowing you to smoothly carry out sales activities and handle inquiries on Zendesk without frequently checking your email.
Zendesk
Slack
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.
Zendesk
Microsoft Teams
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.
Zendesk
Slack
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.
Zendesk
Microsoft Teams
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.
Zendesk
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.
kintone
HubSpot
Create a ticket in HubSpot with one click from kintone
This is a business workflow that automatically creates tickets in HubSpot with one click from kintone. This reduces effort and improves operational efficiency while maintaining data consistency.
Microsoft Outlook
HubSpot
Create a ticket in HubSpot based on the content of an Outlook email.
This is a business workflow that automatically creates tickets in HubSpot based on Outlook emails. By utilizing Yoom, you can eliminate the complexity of manual tasks, enabling quick and accurate responses.
Intercom
Airtable
Create a record in Airtable when a new conversation is created in Intercom.
When a new conversation is created in Intercom, this flow creates a record in Airtable. Even when customer support tasks are overwhelming, data is accumulated in Airtable each time a conversation is created in Intercom, allowing you to focus on customer support.
Google Drive
Salesforce
Create a folder in Google Drive when an account is registered in Salesforce.
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce. By automating folder creation, the time previously spent on manual tasks can be allocated to other activities, leading to improved productivity for the entire team.
Stripe
HubSpot
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.
Gmail
HubSpot
Create a deal in HubSpot from the content of a prospective customer's inquiry email received in Gmail.
The workflow automatically analyzes inquiry emails received in Gmail and creates deals in HubSpot. This reduces manual input and enables prompt follow-ups.