Flowbot Templates

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.

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.

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.

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.‍

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.‍

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.

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.

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.

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.

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.

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.‍

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.

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.

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.‍

Automatically notify the person in charge via Gmail using Yoom when a HubSpot form is submitted. Supports quick response and improved business efficiency.

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.

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.

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.

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.

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.

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.

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.

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.

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.