Flowbot Templates

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.

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.

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.

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.‍

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.

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.

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.

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.

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.

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.

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.

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.‍

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.

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.

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.

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.

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.

The workflow automatically registers form contents in Zendesk and notifies Microsoft Teams. It simplifies inquiry management and supports the team's prompt response.

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.

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.

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.

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.

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.

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.