Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Google Forms
Salesforce
When a Google Form is submitted, perform a duplicate check and add the account to Salesforce.
This is a workflow that performs duplicate checks and adds accounts to Salesforce after submitting a Google Form. This streamlines data management and reduces errors and effort.
Trello
Gmail
When Trello card information is updated, notify via Gmail.
When a card is updated in Trello, this workflow automatically sends a notification to Gmail. It streamlines sales management and facilitates smooth information sharing within the team, ensuring that important changes are not missed and can be addressed promptly.
Salesforce
Microsoft Excel
When Salesforce opportunity information is registered, add the information to Excel.
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce Opportunity object. When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet. Please prepare a sheet to manage opportunity information in Excel Online for use.‍
Salesforce
Jira Software
When Salesforce opportunity information is registered, add an issue to Jira Software.
When new opportunity information is registered in Salesforce, this flow adds an issue to Jira Software. The content of the task added to Jira Software can be freely configured.‍
Zendesk
Wrike
Update the ticket status in Zendesk when a task is completed in Wrike.
When a task is completed in Wrike, this flow updates the ticket status in Zendesk. By immediately reflecting task completion in Zendesk, information can be quickly shared with the team, leading to improved operational efficiency.
Notion
Salesforce
Transcribe information from Notion to Salesforce
This is a business workflow that automatically transfers project and customer information from Notion to Salesforce. It eliminates manual input, enhancing data consistency and operational efficiency.
Salesforce
Gmail
The business card image submitted through the form is read by OCR, registered as a contact in Salesforce, and a thank-you email is sent via Gmail.
The flow involves reading business card images submitted through a form using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces workload and allows for smoother customer approach and follow-up.
Salesforce
Microsoft OneDrive
Sync files uploaded to Salesforce with OneDrive
This is a business workflow where files uploaded to Salesforce are automatically synced to OneDrive. It saves effort and streamlines file management for the team.
ChatGPT
Google Drive
Summarize the content of inquiry emails using ChatGPT and save it to Google Drive.
This is a business workflow that summarizes the content of inquiry emails using ChatGPT and saves them to Google Drive. It reduces the effort of organizing emails and allows you to quickly grasp important information.
Salesforce
Send a template email with Yoom from the lead detail page in Salesforce
This is a flow for sending template emails with Yoom from the Salesforce lead detail page. The recipient's address, sender's name, subject, and the body of the template email can all be freely customized. Additionally, by using a trigger with a Chrome extension, you can directly activate the trigger from within Salesforce.‍
Salesforce
Microsoft Outlook
Send a template email in Outlook based on Salesforce contact information
This is a flow for sending template emails in Outlook based on Salesforce contact information. It eliminates the need for manual sending tasks, significantly improves operational efficiency, reduces human errors, and enables more courteous and accurate customer service.
Salesforce
Microsoft Outlook
Send a template email from Outlook using the lead detail page in Salesforce.
Send a template email from Outlook from a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set attachments and other options.
Salesforce
Gmail
Send a template email from Gmail using the lead detail page in Salesforce.
Send a template email from Gmail using a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set any attachments.‍
HubSpot
Gmail
Send a notification email via Gmail to the person in charge when a HubSpot form submission is triggered.
Automatically notify the person in charge via Gmail using Yoom when a HubSpot form is submitted. Supports quick response and improved business efficiency.
Gmail
kintone
Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
This is a flow to retrieve customer information from kintone at a specified date and time and send a template email via Gmail. Automating information retrieval and email sending can prevent errors in recipients and forgotten sends. It also enables consistent quality communication with customers.
Gmail
Notion
Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
At the specified date and time, customer information is retrieved from Notion, and a template email is sent via Gmail. By automating information retrieval and email sending, errors in recipient addresses and forgotten sends can be prevented. Additionally, consistent quality communication with customers is possible.
Microsoft Excel
Google Forms
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
The flow involves retrieving customer information from Microsoft Excel and automatically submitting it to Google Forms using RPA. By utilizing this flow, the need for manual data entry is eliminated, thereby improving work efficiency. The time saved can be used to advance other tasks, contributing to increased productivity.
Gmail
Google Sheets
Retrieve customer information from Google Sheets at the specified date and time, and send a template email via Gmail.
This is a flow where customer information is retrieved from Google Sheets at a specified date and time, and a template email is sent via Gmail. By automating information retrieval and email sending, you can prevent errors in recipients and missed sends. Additionally, consistent quality communication with customers is possible.
Salesforce
Microsoft Outlook
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
This is a business workflow that automatically sends approval requests to Outlook when the opportunity status is updated in Salesforce. It reduces effort and errors, providing an environment where you can focus on sales activities.
Notion
Regularly add Intercom article data to Notion.
This is a business workflow that automatically adds Intercom article data to Notion on a regular basis. It eliminates the hassle of manual transfer and supports efficient information management.
Airtable
Microsoft Outlook
Register inquiries received in Outlook to Airtable
This is a flow for registering inquiries received in Outlook into Airtable. Those who have been manually transferring information from Outlook to Airtable can skip this task. This will reduce work time and improve operational efficiency.
Airtable
Gmail
Register inquiries received in Gmail to Airtable
This is a flow for registering inquiries received in Gmail into Airtable. Those who have been manually transferring information from Gmail to Airtable can skip this task. This will reduce working time and improve operational efficiency.
LINE Official Account
Salesforce
Register inquiries from LINE into Salesforce.
This is a business workflow that automatically registers inquiries from LINE into Salesforce using Yoom. It eliminates the hassle of manual data entry, streamlines data management, and enables prompt customer response.
Square
Typeform
Register customer information in Square based on Typeform responses.
This is a business workflow that automatically registers Typeform responses into Square. It seamlessly integrates everything from form input to customer management, reducing the hassle and errors of data entry. It's ideal for efficient customer management.