Create a folder in Google Drive when an account is registered in Salesforce.

Try this Template

Click here for a detailed explanation article >

■Overview

This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.

‍

■Recommended for

1. Companies using Salesforce as a centralized customer information management platform

・Business personnel managing information for each account

・Those managing leads and accumulating related information

・Those registering status for each project and sharing it with the team

‍

2. Those using Google Drive for file management

・Those creating folders for each client company

・Those who want to share managed data clearly

‍‍

■Benefits of using this template

Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.

This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.

‍

■Notes

・Please integrate both Salesforce and Google Drive with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Retrieve the files in Google Drive and send them via email.

When you launch the flowbot from the Yoom database, it retrieves the specified file stored in Google Drive and sends it via email.

See details

Store the file attached to the email in Google Drive.

Files attached to emails will be automatically stored in a specified folder on Google Drive after administrator approval. The trigger email can also be limited to emails that meet specific conditions.

See details

OCR the PDF data stored in Google Drive, review the content, add it to the Google Sheets database, and notify on Slack.

This is a flow that analyzes PDF files stored in Google Drive, adds them to a Google Sheets database, and sends notifications to Slack. It eliminates the need to manually transcribe the contents of PDF files and allows for the creation of a consistent workflow that includes information sharing. Additionally, by incorporating a person in charge in the process, more reliable data addition is made possible.‍

See details

Notify Chatwork when a file is stored in a specific folder on Google Drive.

When a file is stored in a specific folder on Google Drive, this flow notifies Chatwork of the file. By automating the entire process, it prevents missed file checks, eliminates errors, and streamlines operations.

See details

Perform OCR on PDF data stored in Google Drive, review the content, add it to YoomDB, and notify via LINE WORKS.

Analyze the images of PDF files stored in Google Drive, add them to the database, and notify the chat. By adding a person in charge during the process, more reliable data addition is made possible.‍

See details

Notify LINE WORKS when a new file or folder is created in Google Drive.

When a new file or folder is created in Google Drive, you can receive notifications in LINE WORKS. By automating notifications to LINE WORKS, you can eliminate manual tasks.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

Related apps

Google Drive

Templates using

View all related templates

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce