When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
GitHub Salesforce

When a To Do is registered in Salesforce, automatically create an Issue in GitHub.

Yoom's GitHub &  Salesforce  are ready to use! Automate tasks instantly—just copy the template!

■Overview

The flow "Automatically create a GitHub Issue when a To Do is registered in Salesforce" is a business workflow that facilitates smooth collaboration between sales and development teams.
When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management.
This enables smooth information sharing between teams and allows for quick responses.

■Recommended for

  • Sales representatives who manage their sales activities using Salesforce
  • Developers who want to enhance collaboration with their development team by managing projects on GitHub
  • Team leaders who want to automate information sharing between sales and development and reduce manual work
  • IT personnel in companies looking to improve operational efficiency through Salesforce and GitHub integration
  • Executives aiming to quickly share To Do information with the development team and speed up projects

■Benefits of using this template

When using both Salesforce and GitHub for information management, synchronizing information can make it difficult to maintain the consistency of registered information.
By utilizing this flow, when a To Do is registered in Salesforce, an Issue is automatically created in GitHub, eliminating the need for manual information entry and enabling efficient information sharing.
Additionally, it facilitates smooth collaboration between sales and development teams, preventing duplication and omissions in work.
As a result, To Do information is immediately shared with the development team, allowing for rapid project progression.

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About the Apps You Use
GitHub
GitHub
Templates using

Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.

Automatically add new or updated GitHub issues to a Google Spreadsheet.

This flow adds an issue created on GitHub to Trello. By utilizing this flow, you can eliminate manual input errors. Additionally, by saving the time spent on manual tasks and allocating it to other work, you can resolve tasks quickly and improve productivity.
Salesforce
Salesforce
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When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

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About the apps you use
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.
see details
Templates

Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.

Automatically add new or updated GitHub issues to a Google Spreadsheet.

This flow adds an issue created on GitHub to Trello. By utilizing this flow, you can eliminate manual input errors. Additionally, by saving the time spent on manual tasks and allocating it to other work, you can resolve tasks quickly and improve productivity.
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.
see details
Templates

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an Issue is Created
    When an Issue is Created or Updated
    When a Pull Request is created
    When a Pull Request is created or updated
    When a comment is created on an Issue or Pull Request
    When an Issue is Closed (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
    When a Webhook is Received (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
    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
    When a file is uploaded
Flowbot operations
    Create Issue
    Add a collaborator to a repository
    List Issues
    Retrieve Issue
    Add Comment to Issue/Pull Request
    Update Issue
    Search Issue and Pull Request
    Search Users
    Create Pull Request
    Get Pull Request
    Update Pull Request
    Remove User from Repository
    Search Issue
    Search Pull Request
    List commits
    Create release notes
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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 Chatter
    Add User to Chatter Group
Flowbot triggers
    When an Issue is Created
    When an Issue is Created or Updated
    When a Pull Request is created
    When a Pull Request is created or updated
    When a comment is created on an Issue or Pull Request
    When an Issue is Closed (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
    When a Webhook is Received (Webhook Trigger)
    When an Issue is Opened (Webhook Trigger)
Flowbot operations
    Create Issue
    Add a collaborator to a repository
    List Issues
    Retrieve Issue
    Add Comment to Issue/Pull Request
    Update Issue
    Search Issue and Pull Request
    Search Users
    Create Pull Request
    Get Pull Request
    Update Pull Request
    Remove User from Repository
    Search Issue
    Search Pull Request
    List commits
    Create release notes
Flowbot triggers
    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
    When a file is uploaded
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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 Chatter
    Add User to Chatter Group
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