When the To Do in Salesforce is updated to Closed, reflect it in the GitHub Issue.

No items found.

■Overview‍

The flow "Reflect Salesforce To Do updates to closed status in GitHub Issues" is a business workflow leveraging the integration between Salesforce and GitHub.
When a deal is closed, it is automatically reflected in a GitHub Issue, facilitating smooth information sharing between sales and development teams.
By eliminating manual data entry and speeding up data updates, it significantly improves operational efficiency.
‍

■Recommended for

Sales and development teams managing To Do tasks with Salesforce and project management with GitHub
Project managers looking to automate the integration between Salesforce and GitHub to improve operational efficiency
Companies aiming to quickly and accurately convey information from sales to development

‍

■Benefits of using this template

Maintaining data consistency is crucial when managing information across multiple applications.
In this flow, when a To Do is completed in Salesforce, it is automatically reflected in a GitHub Issue, eliminating the need for manual work.
Automation prevents errors from manual input and ensures accurate information is conveyed to the development team.

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!

Record new lead information registered in Salesforce into a Google Spreadsheet.

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.

See details

When a new lead is registered in Salesforce, notify Slack.

- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

See details

Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.

See details

Read business card data using OCR and store it in Salesforce.

When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.

See details

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.

See details

Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.

This is a flow for issuing invoices in Money Forward Cloud Invoice using Salesforce opportunity information. By automatically issuing invoices using the registered content in Salesforce, you can eliminate manual work and improve business efficiency.

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

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

Templates using

View all related templates

GitHub

Yoom allows you to utilize GitHub's API without any coding. You can automatically create new issues or add users to a repository using GitHub's API. Additionally, it is possible to synchronize GitHub issue information with Yoom's database.

Related apps