GitHub Salesforce
Synchronize GitHub issues with Salesforce cases
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GitHub Salesforce

Synchronize GitHub issues with Salesforce cases

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

The "Flow to Sync GitHub Issues with Salesforce Cases" is a business workflow that automates information sharing between development and sales teams by leveraging the integration of GitHub and Salesforce.
When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to stay updated with the latest information in real-time.

‍

■Recommended for

  • Developers and sales representatives using both GitHub and Salesforce
  • Project managers spending too much time on manual data migration
  • IT personnel looking to streamline information sharing between teams
  • Business operators aiming to improve operational efficiency through automation
  • Those implementing Salesforce and GitHub integration for the first time

‍

■Benefits of Using This Template

By utilizing this template, GitHub issues are automatically reflected in Salesforce cases, and information updates are shared instantly.
This eliminates the need for manual data entry and transfer tasks, reducing the burden on teams.
Additionally, data is consistently managed across both platforms, preventing human errors.
Automation unifies the information-sharing process, streamlining the operations of the entire team.

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API Actions That can be No-Code
Executable API actions
everything
GitHub
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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
Tab 1
Tab 2
Tab 3
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