Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Trello
HubSpot
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.
Trello
Airtable
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.
Shopify
HubSpot
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.
WooCommerce
Zoho CRM
When a customer is created in WooCommerce, create a lead in Zoho CRM.
When a new customer registers in WooCommerce, a lead is automatically created in Zoho CRM as part of the business workflow. This prevents the hassle and errors of manual entry and streamlines customer management.
WooCommerce
Salesforce
When a customer is created in WooCommerce, add them to Salesforce.
When a new customer registers in WooCommerce, this business workflow automatically adds them to Salesforce. It eliminates the hassle of manual entry and double management, streamlining customer management.
Square
Shopify
When a customer is created in Square, register them in Shopify.
This is a business workflow that automatically registers new customers added in Square to Shopify. It eliminates the hassle of manual management and enables efficient customer management.
Salesforce
Slack
When a contact record is registered in Salesforce, notify Slack.
When a contact is registered in Salesforce, this business workflow sends a notification to Slack. It facilitates smooth information sharing across the team and prevents delays in customer response.
HubSpot
Salesforce
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.‍
Apollo
Google Drive
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.
Box
When a contact is registered in Apollo, create a folder in Box.
When a new contact is registered in Apollo, a folder is automatically created in Box as part of the business workflow. This eliminates the need for manual folder creation, streamlining data organization and access.
Discord
Apollo
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.
Wix
Square
When a contact is added to a segment in Wix, register the customer information in Square.
This is a business workflow that automatically registers new customers added to a segment in Wix to Square. It eliminates the need for manual input, allowing for smooth customer management.
Microsoft SharePoint
HubSpot
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.
Google Drive
SPIRAL®
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.
Google Drive
Airtable
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.
Dify
Channel Talk
Google Chat
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.
Dify
Channel Talk
Slack
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.
Dify
Channel Talk
Microsoft Teams
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.
Sansan
Google Drive
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.
Trello
Salesforce
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.
Salesforce
Notion
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.
Salesforce
Microsoft Excel
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.
Salesforce
Jira Software
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.
Salesforce
GitHub
When a ToDo object is registered in Salesforce, add it to GitHub.
This is a flow that adds a ToDo object registered in Salesforce to GitHub. Sales representatives and development teams no longer need to check both Salesforce and GitHub, allowing them to efficiently share the latest information.