Generate a contract from Salesforce account information and notify Microsoft Teams.

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■Overview

The business workflow of "Issuing contracts from Salesforce account information and notifying Microsoft Teams" streamlines the sales process and facilitates smooth communication.
Contracts are automatically created based on account information registered in Salesforce, and notifications are sent to Microsoft Teams upon completion.
This significantly reduces the manual effort required for contract creation and information sharing.
By leveraging Yoom's API integration, AI, OCR, and RPA features, the entire workflow is automated, enabling error prevention and rapid response.

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■Recommended for

Sales representatives who want to streamline contract creation using Salesforce
Business operators who wish to automate manual tasks in contract creation and reduce working time
Administrators who use Microsoft Teams regularly and want to facilitate smooth information sharing within the team
IT personnel who want to automate the entire business process by integrating multiple SaaS applications

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■Benefits of using this template

By utilizing this flow, you can launch the flow directly from the Salesforce account information page and automatically create contracts, reducing the time spent on manual input.
Automation also reduces human error, ensuring accurate contract creation.
Notifications are sent to Microsoft Teams immediately after contract creation, facilitating smooth information sharing within the team.
By leveraging API integration and RPA features, multiple business processes can be centrally managed, improving overall business efficiency.

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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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