Create a quote based on information received through Google Forms and send it to Slack
Create a quote based on information received through Google Forms and send it to Slack
Launch this workflow to connect
Google Forms &
Slack
!
■Overview
Do routine tasks like creating and sharing quotes based on quote requests take up too much of your time?
With this workflow, you can automate the entire process—from triggering on a Google Forms response to generating a quote in Google Sheets and sending it to a designated Slack channel.
■Who Should Use This Template
- Sales representatives who receive quote requests through Google Forms and manually create and send quotes
- Managers who want to reduce the time it takes to create and share quotes and respond to customers faster
- Anyone who wants to eliminate manual entry errors and maintain consistent quality in quote generation
■Benefits of Using This Template
- Automatically generate a quote based on Google Forms responses and notify Slack, reducing manual work and enabling faster customer support.
- Eliminate manual data transfers to prevent human errors such as incorrect entries and missed sharing, improving operational accuracy.
■Flow Bot Workflow
- First, connect Google Forms, Google Sheets, and Slack to Yoom.
- Select Google Forms as the trigger, set the “When a response is submitted to the form” action, and specify the form to use.
- Select Google Sheets as the operation, set the “Issue a document” action, and specify the quote template.
- Finally, select Slack as the operation, set the “Send a file” action, and send the generated quote file to the designated channel.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customizable Points in This Workflow
- For the Google Forms trigger, you can connect any form used in your own environment.
- You can use any file as the document template in Google Sheets.
The responses collected through the form are inserted into the variable fields in the template to generate the document. - When sending a file to Slack, you can freely specify the destination channel or members.
You can also insert dynamic information, such as the file name, into the message body as variables.
■Important Notes
- Connect each of Google Forms, Google Sheets, and Slack to Yoom.
- For information on how to retrieve responses when using Google Forms as the trigger, see below.
https://intercom.help/yoom/en/articles/6807133 - You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest available trigger interval varies by plan.
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About the Apps
Google Forms
Related apps
Templates using
Google Forms
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Templates using
Slack
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About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see detailsTemplates
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
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This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
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Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Form Response Is Submitted
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
Flowbot operations
Get Response List
Retrieve a Specific Response
Get Response List (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a New Form
Update Form Visibility Settings
Add a Short/paragraph Question (Title and Description)
Add a Choice Question (Radio, Checkbox, or Dropdown)
Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
Add a Question Title and Description (Date/Time)
Add a Question Title and Description (Linear Scale)
Add a Question Title and Description (Image + Text)
Add a Question Title and Description (Image + Choice)
Add a Question Title and Description (Choices with Images)
Send Message to Channel
Send Direct Message
Flowbot triggers
When a Form Response Is Submitted
Flowbot operations
Get Response ListRetrieve a Specific ResponseGet Response List (Specify Response Period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a New FormUpdate Form Visibility SettingsAdd a Short/paragraph Question (Title and Description)Add a Choice Question (Radio, Checkbox, or Dropdown)Add a Grid Question (Multiple-choice Grid / Checkbox Grid)Add a Question Title and Description (Date/Time)Add a Question Title and Description (Linear Scale)Add a Question Title and Description (Image + Text)Add a Question Title and Description (Image + Choice)Add a Question Title and Description (Choices with Images)
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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