Flowbot Templates
Discover ready-made automation templates!
Sales & Customer Success
When a deal is won in HubSpot, register a task in Trello.
When a deal is closed in HubSpot, this flow registers a task in Trello. It allows you to automatically create tasks for standard operations based on the progress of the deal, eliminating the need to request or give instructions for each task. This reduces the effort of manual entry and facilitates smooth follow-up.
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When a deal is won in Airtable, register a task in Trello.
When a deal is closed in Airtable, a task is registered in Trello. This flow allows you to automatically convert routine tasks according to the progress of the deal, eliminating the need to request or give instructions each time. It saves the effort of manual entry and enables smooth follow-up.
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When a customer is registered on Shopify, add their information to HubSpot as well.
Whenever a new customer registers on Shopify, this workflow automatically adds the customer information to HubSpot. This eliminates the need for manual data entry, improving data consistency and operational efficiency.
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When a contact is registered in Hubspot, register it in Salesforce.
When a contact is registered in Hubspot, this flow bot automatically registers it in the Salesforce lead object as well. By automatically synchronizing lead information in real-time between Hubspot and Salesforce, cumbersome data entry tasks are eliminated.
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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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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 company is registered in HubSpot, automatically create a folder for each company in Microsoft SharePoint.
When a company is registered in HubSpot, this flow automatically creates a folder for each company in Microsoft SharePoint. By using this flow, the effort required for folder creation is reduced, thereby streamlining administrative tasks. It is recommended for sales administrators who want to improve productivity.
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When a client is registered in SPIRAL, create a folder in Google Drive.
This is a flow for creating a folder in Google Drive when a client is registered in SPIRAL. After a client is added, a folder is automatically created, saving manual time and allowing the team to focus on more important tasks, thereby improving overall work efficiency.
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When a client is registered in Airtable, create a folder in Google Drive.
This is a flow where a folder is created in Google Drive when a client is registered in Airtable. By automating the routine task of creating a folder after client registration, it prevents omissions, enhances the accuracy of information management, and leads to improved operational efficiency.
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When a chat is initiated in Channel Talk, create a response using Dify and notify in Google Chat.
When a chat is initiated in Channel Talk, this flow creates a response using Dify and notifies Google Chat. By using this flow, the speed of customer support is improved. Even if the generated response is incorrect, it can be edited before sending, eliminating the risk of reduced response quality due to AI.
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When a chat is initiated in Channel Talk, create a response using Dify and notify Slack.
When a chat is initiated in Channel Talk, this flow creates a response using Dify and notifies Slack. By utilizing this flow, the speed of customer support improves. Even if the generated response draft is incorrect, it can be edited before sending, eliminating the risk of reduced response quality due to AI.
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When a chat is initiated in Channel Talk, create a response using Dify and notify Microsoft Teams.
When a chat is initiated on Channel Talk, this flow creates a response using Dify and sends a notification to Microsoft Teams. By using this flow, the speed of customer support is improved. Even if the generated response is incorrect, it can be edited before sending, eliminating the risk of decreased response quality due to AI.
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When a business card image is registered in Sansan, upload it to Google Drive.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
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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 ToDo object is registered in Salesforce, add it to Notion.
When a ToDo object is registered in Salesforce, it is added to the Notion database. This flow allows the entire team to quickly share the progress of tasks. Since the Notion database can visualize tasks in various formats, team members can easily understand not only their own tasks but also the status of other members' tasks.
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When a ToDo object is registered in Salesforce, add it to Microsoft Excel.
This is a flow that adds a ToDo object registered in Salesforce to a Microsoft Excel database. The person in charge is freed from manual input tasks and can focus on more important tasks such as processing ToDos and customer support.
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When a ToDo object is registered in Salesforce, add it to Jira Software.
This is a flow that adds a ToDo object registered in Salesforce to Jira Software. It eliminates the need for manual data entry, allowing you to focus on more important tasks such as processing ToDos and customer support.
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