Automatically create a contract when a Salesforce opportunity reaches a specified stage

■Overview

Do you still create contracts manually every time a Salesforce opportunity progresses? Copying and pasting customer information is not only time-consuming—it can also lead to human errors such as data entry mistakes.
This workflow automatically creates contracts from a Google Sheets template when a Salesforce opportunity stage is updated, reducing the burden of these repetitive tasks.

■Who This Template Is For

• Sales representatives who find it time-consuming to create contracts based on Salesforce information
• Legal and sales operations teams considering automating contract creation
• Managers who want to eliminate manual transcription errors and improve overall operational efficiency

■Benefits of Using This Template

• Automatically create contracts when a Salesforce opportunity stage is updated, reducing the time spent preparing documents
• Automatically transfer information to prevent manual entry errors and omissions, improving document accuracy

■Flowbot Steps

1. First, connect Salesforce and Google Sheets to Yoom
2. Next, select Salesforce as the trigger and set the action to “When a record is created or updated in the Opportunity object”
3. Then, configure the branching function in the operation settings so the workflow proceeds only when the opportunity stage matches a specified stage for contract creation
4. Finally, select the document issuance function in the operation settings and configure it to issue a contract based on a template created in Google Sheets

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• When connecting to Salesforce, configure the My Domain URL for your environment
• With the branching function, you can set any opportunity stage as the condition for triggering contract creation
• With the document issuance function, select the Google Sheets file to use as the contract template and freely configure where to place customer names, amounts, and other information retrieved from Salesforce

■Notes

• Connect both Salesforce and Google Sheets to Yoom.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connect configured in the Flowbot will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the Flowbot will result in errors.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.
• For the “Issue a document” action, you can specify any Google Drive destination.