■Overview
This is a flow that notifies Chatwork when the opportunity stage in Salesforce is completed.
■Recommended for
1. Sales teams that manage deals in Salesforce and communicate with their team in Chatwork
・Those who want to automatically notify Chatwork when the opportunity stage is "Completed" to share order information with the entire team, ensuring quick response and strengthening collaboration
2. Sales managers who want to quickly grasp order information
・Those who want to quickly understand the progress of deals in Chatwork, leading to swift decision-making and improved achievement of team goals
3. Those who want to streamline sales activities by integrating Salesforce and Chatwork
・Those who want to improve sales productivity by streamlining information sharing, progress management, and communication
■Benefits of using this template
By utilizing the flow [Notify Chatwork when the opportunity stage in Salesforce is completed], it becomes possible to prompt necessary procedures after completion and prepare for the next deal.
By integrating Salesforce and Chatwork, the sales team can enhance information sharing, and the person in charge can quickly share information without missing the completion.
The content and recipients of notifications to Chatwork can be freely set.
When a new message is posted in the room
Mention to oneself (Webhook triggered)
When a new message is posted in the room (Webhook triggered)
When a message is updated (Webhook triggered)
When a new message with a file is posted in the room
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
Send Message
Upload File
Create Group Chat
Get Invitation Link
Create Invitation Link
Add a new task to a chat
Get chat member list
Update group chat details
Delete group chat
Update chat members
List Rooms
Get Message by ID
List Tasks in a Room
List Files in the Specified Room
Get File Download URL
Get Messages in the Specified Room
Get Lead Record
Update Lead Record
When a new message is posted in the roomMention to oneself (Webhook triggered)When a new message is posted in the room (Webhook triggered)When a message is updated (Webhook triggered)When a new message with a file is posted in the room
Send MessageUpload FileCreate Group ChatGet Invitation LinkCreate Invitation LinkAdd a new task to a chatGet chat member listUpdate group chat detailsDelete group chatUpdate chat membersList RoomsGet Message by IDList Tasks in a RoomList Files in the Specified RoomGet File Download URLGet Messages in the Specified Room
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on Lead
Create Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
