When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
Launch this workflow to connect
Salesforce &
GitHub
!
■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
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.
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No-Code API Actions
Executable API actions
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
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When an Issue is Created
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact records
Get Custom Object Record
Flowbot triggers
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 uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch 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 Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost 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 GroupGet File NameGet Email MessagesSearch Records with SOQL
Flowbot triggers
When an Issue is CreatedWhen an Issue is Created or UpdatedWhen a Pull Request is createdWhen a Pull Request is created or updatedWhen a comment is created on an Issue or Pull RequestWhen 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 issueAdd user to repositoryList issuesGet issueAdd comment to issue or pull requestUpdate issueSearch issues and pull requestsSearch usersCreate pull requestGet pull requestUpdate pull requestRemove user from repositorySearch issuesSearch pull requestsGet list of commitsCreate release notesGet project custom fieldsGet projectsGet pull request filesMore inspiration for you
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