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GitHub Salesforce
Synchronize GitHub issues with Salesforce cases
Try this template
GitHub Salesforce

Synchronize GitHub issues with Salesforce cases

Launch this workflow to connect GitHub & Salesforce !
Try this template

■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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GitHub
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GitHub
GitHub
×
Salesforce
Salesforce
– See what else you can do.
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
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Add new or updated GitHub issues to a Google Spreadsheet.
Try it
Automatically add new or updated GitHub issues to a Google Spreadsheet.
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Add to Trello when an issue is created on GitHub.
Try it
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No-Code API Actions
Executable API actions
All
GitHub
Salesforce
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
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    Create issue
    Add user to repository
    List issues
    Get issue
    Add comment to issue or pull request
    Update issue
    Search issues and pull requests
    Search users
    Create pull request
    Get pull request
    Update pull request
    Remove user from repository
    Search issues
    Search pull requests
    Get list of commits
    Create release notes
    Get project custom fields
    Get projects
    Get pull request files
    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
    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 Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity 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 Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    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
    Get File Name
    Get Email Messages
    Search Records with SOQL
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 user to repository
    List issues
    Get issue
    Add comment to issue or pull request
    Update issue
    Search issues and pull requests
    Search users
    Create pull request
    Get pull request
    Update pull request
    Remove user from repository
    Search issues
    Search pull requests
    Get list of commits
    Create release notes
    Get project custom fields
    Get projects
    Get pull request files
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
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
    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 Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity 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 Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    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
    Get File Name
    Get Email Messages
    Search Records with SOQL
Tab 1
Tab 2
Tab 3
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